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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
JMNC
476
J. Mark Nickell & Co
Tennessee
$5.45M +$267K +2,219 +5%
SCA
477
St. Clair Advisors
Ohio
$5.43M -$245K -2,033 -4%
JF
478
Jump Financial
Illinois
$5.36M +$5.7M +47,412 New
SQA
479
Simon Quick Advisors
New Jersey
$5.36M -$105K -870 -2%
SOS
480
Silver Oak Securities
Tennessee
$5.33M -$264K -2,193 -4%
DT
481
Diversified Trust
Tennessee
$5.32M +$296K +2,464 +6%
RWS
482
Retirement Wealth Solutions
Wisconsin
$5.31M +$548K +4,557 +11%
SFS
483
Sowell Financial Services
Arkansas
$5.31M +$20.4K +170 +0.4%
CA
484
Chatterton & Associates
California
$5.31M +$1.33M +11,089 +34%
BEI
485
Benjamin Edwards Inc
Missouri
$5.27M +$686K +5,706 +14%
KFA
486
Kapstone Financial Advisors
Ohio
$5.27M +$151K +1,252 +3%
YAIA
487
Yanni & Associates Investment Advisors
Pennsylvania
$5.26M -$1.32K -11 -0%
SCM
488
Stordahl Capital Management
Colorado
$5.24M -$214K -1,782 -4%
C1AG
489
Client 1st Advisory Group
Florida
$5.14M +$826K +6,870 +18%
UBG
490
United Bank (Georgia)
Georgia
$5.11M -$291K -2,416 -5%
FRA
491
FFG Retirement Advisors
Colorado
$5.1M +$219K +1,823 +4%
RWS
492
Resolute Wealth Strategies
Mississippi
$5.07M -$27.7K -230 -0.5%
XF
493
XML Financial
Maryland
$5.05M +$992K +8,246 +23%
Susquehanna International Group
494
Susquehanna International Group
Pennsylvania
$5M +$3.56M +29,588 +202%
DWA
495
Davis Wealth Advisors
New Hampshire
$5M -$98.9K -822 -2%
ACA
496
Aptus Capital Advisors
Alabama
$4.99M -$813K -6,763 -13%
WAG
497
Winthrop Advisory Group
Massachusetts
$4.99M +$39.6K +329 +0.8%
WP
498
Wealthspan Partners
Iowa
$4.98M +$237K +1,971 +5%
ACM
499
Absolute Capital Management
Pennsylvania
$4.96M +$1.61M +13,367 +44%
SAM
500
Smartleaf Asset Management
Massachusetts
$4.96M -$138K -1,144 -2%

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.