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iShares S&P 500 Growth ETF

2,036 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 112 funds opening new positions, 782 increasing their positions, 728 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 2,0652,036 (-29)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,036
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
198
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
NFG
501
Nations Financial Group
Iowa
$4.91M
TF
502
TME Financial
California
$4.9M
IAS
503
Integrity Advisory Solutions
Texas
$4.9M
BIM
504
Bridges Investment Management
Nebraska
$4.89M
IFG
505
Independent Financial Group
California
$4.88M
RFA
506
Rollins Financial Advisors
New York
$4.85M
DWP
507
Daymark Wealth Partners
Ohio
$4.84M
TF
508
Theory Financial
Colorado
$4.82M
KDA
509
Kraft Davis & Associates
Missouri
$4.81M
Asset Management One
510
Asset Management One
Japan
$4.8M
HIA
511
Harbor Investment Advisory
Maryland
$4.79M
AR
512
Apeiron RIA
Texas
$4.78M
KWM
513
Kingsview Wealth Management
Oregon
$4.77M
FA
514
Flagstar Advisors
New York
$4.76M
RIM
515
Redwood Investment Management
Arizona
$4.76M
AWE
516
Avidian Wealth Enterprises
Texas
$4.75M
MWA
517
Meridian Wealth Advisors
Texas
$4.74M
AWM
518
Alterna Wealth Management
Texas
$4.71M
GM
519
GeoWealth Management
Illinois
$4.71M
SAI
520
Savvy Advisors Inc
New York
$4.69M
OFG
521
Oxford Financial Group
Indiana
$4.69M
MFC
522
Morris Financial Concepts
South Carolina
$4.66M
AL
523
ARWA LLC
Texas
$4.66M
BCMLT
524
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.65M
GWAM
525
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.65M