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iShares S&P 500 Growth ETF

2,124 hedge funds and large institutions have $55.1B invested in iShares S&P 500 Growth ETF in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 691 increasing their positions, 791 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,455% more call options, than puts

Call options by funds: $22M | Put options by funds: $1.42M

172% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $45.7B → $55.1B (+$9.32B)

6% more funds holding in top 10

Funds holding in top 10: 198209 (+11)

4% more funds holding

Funds holding: 2,0482,124 (+76)

2.83% less ownership

Funds ownership: 75.01%72.19% (-2.8%)

13% less repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 791

Holders
2,124
Holders Change
+76
Holders Change %
+3.71%
% of All Funds
25.67%
Holding in Top 10
209
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.56%
% of All Funds
2.53%
New
188
Increased
691
Reduced
791
Closed
69
Calls
$22M
Puts
$1.42M
Net Calls
+$20.6M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
451
Flagship Wealth Advisors
Massachusetts
$7.28M +$2.48M +18,753 +55%
HPM
452
Hoxton Planning & Management
West Virginia
$7.25M +$233K +1,764 +3%
USAA
453
United Services Automobile Association
Texas
$7.23M +$1.76M +13,327 +34%
ACA
454
Alpha Capital Advisors
Maine
$7.16M -$77.8K -589 -1%
PA
455
PFG Advisors
Arizona
$7.13M +$388K +2,938 +6%
CWM
456
Cahaba Wealth Management
Georgia
$7.13M -$528K -3,998 -7%
BMCM
457
Bryn Mawr Capital Management
Pennsylvania
$7.11M +$52K +394 +0.8%
SFS
458
Sharp Financial Services
Pennsylvania
$7.08M +$6.53M +49,420 +2,369%
BCWM
459
Bartlett & Co Wealth Management
Ohio
$7.08M +$16.4K +124 +0.2%
MT
460
Midwest Trust
Kansas
$7.04M +$82.1K +622 +1%
AEPWM
461
Atlantic Edge Private Wealth Management
Florida
$7M +$28.7K +217 +0.4%
C
462
Croban
Ohio
$6.95M -$3.8M -28,764 -36%
RWS
463
Retirement Wealth Solutions
Wisconsin
$6.93M +$452K +3,424 +7%
DBIA
464
Dumont & Blake Investment Advisors
New Jersey
$6.9M -$75.8K -574 -1%
TFA
465
Tobias Financial Advisors
Florida
$6.9M -$90.6K -686 -1%
IAS
466
Integrity Advisory Solutions
Texas
$6.89M +$893K +6,760 +16%
RWM
467
RKL Wealth Management
Pennsylvania
$6.88M -$282K -2,139 -4%
PWA
468
Peterson Wealth Advisors
Utah
$6.87M +$63.6K +482 +1%
LBC
469
Lowe Brockenbrough & Co
Virginia
$6.86M
PIMG
470
Patriot Investment Management Group
Tennessee
$6.84M -$34.1K -258 -0.5%
ACA
471
Aptus Capital Advisors
Alabama
$6.83M +$731K +5,535 +13%
CA
472
Chatterton & Associates
California
$6.81M +$695K +5,266 +12%
OMIC
473
Old Mission Investment Co
Michigan
$6.8M +$6.53M +49,441 New
LWP
474
Laurel Wealth Planning
Minnesota
$6.8M -$154K -1,170 -2%
SFS
475
Sowell Financial Services
Arkansas
$6.79M +$324K +2,455 +5%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2026, worth a combined $55.1B — up 20% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new IVW positions and 69 closed out — a net gain of 119 holders — while 691 added to existing stakes and 791 trimmed.

The largest buyer was Bank of America, adding an estimated $135M. The largest seller was Two Sigma Investments, cutting an estimated $165M.

  • 2,124 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2026, up from 2,048 in Q1 2026.
  • Funds reported $55.1B of iShares S&P 500 Growth ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 188 funds opened new iShares S&P 500 Growth ETF positions in Q2 2026 and 69 closed out, a net change of +119 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2026 was Bank of America, an estimated $135M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2026 was Two Sigma Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2026.