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iShares S&P 500 Growth ETF

2,038 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, 784 increasing their positions, 727 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

1.16% more ownership

Funds ownership: 73.82%74.98% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 727

1% less funds holding

Funds holding: 2,0662,038 (-28)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.92B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,038
Holders Change
-28
Holders Change %
-1.36%
% of All Funds
25.1%
Holding in Top 10
198
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10%
% of All Funds
2.44%
New
113
Increased
784
Reduced
727
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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$273M +$25.5M +211,952 +10%
FIA
27
Foundations Investment Advisors
Arizona
$258M +$29.4M +244,628 +12%
SW
28
SoFi Wealth
California
$254M +$17.4M +145,081 +7%
HWM
29
HB Wealth Management
Georgia
$253M -$16.3M -135,416 -6%
HighTower Advisors
30
HighTower Advisors
Illinois
$232M +$1.82M +15,119 +0.7%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$232M +$1.93M +16,029 +0.8%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$224M +$22.9M +190,408 +11%
Two Sigma Investments
33
Two Sigma Investments
New York
$223M +$202M +1,677,831 +573%
Osaic Holdings
34
Osaic Holdings
Arizona
$222M -$8.81M -73,267 -4%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$215M -$1.99M -16,527 -0.9%
NA
36
NewEdge Advisors
Louisiana
$206M +$8.62M +71,674 +4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$187M -$5.23M -43,521 -3%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$169M +$102M +850,349 +131%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$165M +$9.92M +82,481 +6%
SA
40
Sanctuary Advisors
Indiana
$159M +$6.6M +54,856 +4%
HNB
41
Huntington National Bank
Ohio
$156M +$3.31M +27,492 New
SPIA
42
Steward Partners Investment Advisory
New York
$154M +$2.57M +21,364 +2%
JC
43
JB Capital
Connecticut
$151M +$9.96M +82,834 +7%
MGIA
44
Moneta Group Investment Advisors
Missouri
$145M +$1.91M +15,858 +1%
Truist Financial
45
Truist Financial
North Carolina
$138M +$6.55M +54,490 +5%
Calamos Advisors
46
Calamos Advisors
Illinois
$132M +$135M +1,125,813 +2,637%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$132M +$6.08M +50,583 +5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$129M +$2.15M +17,837 +2%
CWM
49
Calamos Wealth Management
Illinois
$127M +$1.64M +13,644 +1%
MCM
50
MAI Capital Management
Ohio
$125M -$738K -6,135 -0.6%