IVW icon

iShares S&P 500 Growth ETF

2,008 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.3M
Puts
$2.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
501
Daymark Wealth Partners
Ohio
$4.84M
TF
502
Theory Financial
Colorado
$4.82M
KDA
503
Kraft Davis & Associates
Missouri
$4.81M
Asset Management One
504
Asset Management One
Japan
$4.8M
HIA
505
Harbor Investment Advisory
Maryland
$4.79M
AR
506
Apeiron RIA
Texas
$4.78M
KWM
507
Kingsview Wealth Management
Oregon
$4.77M
FA
508
Flagstar Advisors
New York
$4.76M
RIM
509
Redwood Investment Management
Arizona
$4.76M
AWE
510
Avidian Wealth Enterprises
Texas
$4.75M
MWA
511
Meridian Wealth Advisors
Texas
$4.74M
AWM
512
Alterna Wealth Management
Texas
$4.71M
GM
513
GeoWealth Management
Illinois
$4.71M
SAI
514
Savvy Advisors Inc
New York
$4.69M
OFG
515
Oxford Financial Group
Indiana
$4.69M
MFC
516
Morris Financial Concepts
South Carolina
$4.66M
AL
517
ARWA LLC
Texas
$4.66M
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.65M
GWAM
519
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.65M
GT
520
Glenview Trust
Kentucky
$4.62M
RWRC
521
R.W. Roge & Company
New York
$4.55M
Prudential Financial
522
Prudential Financial
New Jersey
$4.55M
MWM
523
Mission Wealth Management
California
$4.52M
AAP
524
Arax Advisory Partners
Colorado
$4.51M
DWT
525
Dorsey & Whitney Trust
South Dakota
$4.5M