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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
FA
501
Faithward Advisors
Pennsylvania
$4.91M +$331K +2,755 +7%
NFG
502
Nations Financial Group
Iowa
$4.91M -$81.5K -678 -2%
TF
503
TME Financial
California
$4.9M +$2.12M +17,604 +68%
IAS
504
Integrity Advisory Solutions
Texas
$4.9M +$496K +4,122 +11%
BIM
505
Bridges Investment Management
Nebraska
$4.89M
IFG
506
Independent Financial Group
California
$4.88M -$2.68M -22,257 -34%
RFA
507
Rollins Financial Advisors
New York
$4.85M -$998K -8,301 -16%
DWP
508
Daymark Wealth Partners
Ohio
$4.84M +$460K +3,828 +10%
TF
509
Theory Financial
Colorado
$4.82M +$45K +374 +0.9%
KDA
510
Kraft Davis & Associates
Missouri
$4.81M -$2.44M -20,326 -35%
Asset Management One
511
Asset Management One
Japan
$4.8M -$4.4M -36,600 -46%
HIA
512
Harbor Investment Advisory
Maryland
$4.79M +$114K +949 +2%
AR
513
Apeiron RIA
Texas
$4.78M -$4.16M -34,619 -45%
KWM
514
Kingsview Wealth Management
Oregon
$4.77M +$377K +3,135 +8%
FA
515
Flagstar Advisors
New York
$4.76M -$872K -7,248 -15%
RIM
516
Redwood Investment Management
Arizona
$4.76M +$584K +4,859 +13%
AWE
517
Avidian Wealth Enterprises
Texas
$4.75M +$24.9K +207 +0.5%
MWA
518
Meridian Wealth Advisors
Texas
$4.74M +$14.4K +120 +0.3%
AWM
519
Alterna Wealth Management
Texas
$4.71M +$1.44M +11,979 +40%
GM
520
GeoWealth Management
Illinois
$4.71M -$57.1K -475 -1%
SAI
521
Savvy Advisors Inc
New York
$4.69M +$919K +7,645 +23%
OFG
522
Oxford Financial Group
Indiana
$4.69M -$290K -2,410 -5%
MFC
523
Morris Financial Concepts
South Carolina
$4.66M
AL
524
ARWA LLC
Texas
$4.66M +$774K +6,434 +20%
BCMLT
525
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.65M +$2.49M +20,686 +101%

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.