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iShares S&P 500 Growth ETF

2,048 hedge funds and large institutions have $45.7B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 791 increasing their positions, 728 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $2.38M

11% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 102

1.18% more ownership

Funds ownership: 73.84%75.01% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 791 | Existing positions reduced: 728

1% less funds holding

Funds holding: 2,0722,048 (-24)

8% less capital invested

Capital invested by funds: $49.7B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 221198 (-23)

Holders
2,048
Holders Change
-24
Holders Change %
-1.16%
% of All Funds
25.06%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
2.42%
New
113
Increased
791
Reduced
728
Closed
102
Calls
$20.3M
Puts
$2.38M
Net Calls
+$17.9M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
451
Brighton Jones LLC
Washington
$6.02M +$6.4M +53,201 New
TCWA
452
Turtle Creek Wealth Advisors
Texas
$6M -$7.66M -63,729 -55%
FF
453
Formulate Financial
Florida
$5.97M +$200K +1,665 +3%
SFM
454
Signet Financial Management
New Jersey
$5.96M +$560K +4,654 +10%
ACA
455
Alpha Capital Advisors
Maine
$5.96M -$175K -1,458 -3%
JHCP
456
Jackson Hole Capital Partners
Oklahoma
$5.94M +$310K +2,579 +5%
RWM
457
RKL Wealth Management
Pennsylvania
$5.9M -$281K -2,339 -4%
MCA
458
MSH Capital Advisors
Arizona
$5.89M -$140K -1,165 -2%
SB
459
Strategic Blueprint
Georgia
$5.86M -$86.5K -719 -1%
BMCM
460
Bryn Mawr Capital Management
Pennsylvania
$5.8M +$142K +1,178 +2%
HPM
461
Hoxton Planning & Management
West Virginia
$5.77M +$477K +3,967 +8%
TFA
462
Tobias Financial Advisors
Florida
$5.75M -$245K -2,041 -4%
DBIA
463
Dumont & Blake Investment Advisors
New Jersey
$5.74M -$229K -1,907 -4%
AEPWM
464
Atlantic Edge Private Wealth Management
Florida
$5.73M -$2.63M -21,903 -30%
LWP
465
Laurel Wealth Planning
Minnesota
$5.72M -$237K -1,972 -4%
MT
466
Midwest Trust
Kansas
$5.72M -$117K -970 -2%
PIMG
467
Patriot Investment Management Group
Tennessee
$5.65M -$15.4K -128 -0.3%
LBC
468
Lowe Brockenbrough & Co
Virginia
$5.64M
QWP
469
Quotient Wealth Partners
Texas
$5.6M -$44.7K -372 -0.7%
PWA
470
Peterson Wealth Advisors
Utah
$5.6M +$3.01K +25 +0.1%
NAM
471
NTV Asset Management
West Virginia
$5.54M -$51K -424 -0.9%
PA
472
PFG Advisors
Arizona
$5.53M +$483K +4,013 +9%
IWM
473
IHT Wealth Management
Illinois
$5.53M +$798K +6,633 +16%
GCM
474
Gallacher Capital Management
Colorado
$5.5M -$356K -2,964 -6%
CAM
475
Carret Asset Management
New York
$5.46M -$68.9K -573 -1%

IVW Hedge Fund Activity: Q1 2026 in Review

2,048 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2026, worth a combined $45.7B — down 7.9% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new IVW positions and 102 closed out — a net gain of 11 holders — while 791 added to existing stakes and 728 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $683M. The largest seller was Fidelity International, exiting entirely with an estimated $364M sold.

  • 2,048 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2026, down from 2,072 in Q4 2025.
  • Funds reported $45.7B of iShares S&P 500 Growth ETF stock for Q1 2026, down 7.9% quarter-over-quarter.
  • 113 funds opened new iShares S&P 500 Growth ETF positions in Q1 2026 and 102 closed out, a net change of +11 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $683M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2026 was Fidelity International, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2026.