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iShares S&P 500 Growth ETF

2,124 hedge funds and large institutions have $55.1B invested in iShares S&P 500 Growth ETF in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 691 increasing their positions, 791 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,455% more call options, than puts

Call options by funds: $22M | Put options by funds: $1.42M

172% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $45.7B → $55.1B (+$9.32B)

6% more funds holding in top 10

Funds holding in top 10: 198209 (+11)

4% more funds holding

Funds holding: 2,0482,124 (+76)

2.83% less ownership

Funds ownership: 75.01%72.19% (-2.8%)

13% less repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 791

Holders
2,124
Holders Change
+76
Holders Change %
+3.71%
% of All Funds
25.67%
Holding in Top 10
209
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.56%
% of All Funds
2.53%
New
188
Increased
691
Reduced
791
Closed
69
Calls
$22M
Puts
$1.42M
Net Calls
+$20.6M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SGWM
526
Sterling Group Wealth Management
California
$5.66M -$2.76M -20,900 -34%
DWA
527
Davis Wealth Advisors
New Hampshire
$5.65M -$412K -3,123 -7%
GM
528
GeoWealth Management
Illinois
$5.63M -$89.4K -677 -2%
CAM
529
Concorde Asset Management
Michigan
$5.62M +$14.1K +107 +0.3%
VFA
530
Valeo Financial Advisors
Indiana
$5.57M +$541K +4,094 +11%
GWAM
531
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.56M -$86.5K -655 -2%
AI
532
Arvest Investments
Arkansas
$5.53M +$214K +1,623 +4%
HF
533
HRT Financial
New York
$5.52M +$606K +4,587 +13%
RWRC
534
R.W. Roge & Company
New York
$5.51M -$27.2K -206 -0.5%
TCWA
535
Turtle Creek Wealth Advisors
Texas
$5.47M -$1.75M -13,284 -25%
IAS
536
Insigneo Advisory Services
Florida
$5.42M +$3.12M +23,624 +150%
NPT
537
National Philanthropic Trust
Pennsylvania
$5.41M +$1.11M +8,388 +27%
DWT
538
Dorsey & Whitney Trust
South Dakota
$5.36M -$109K -826 -2%
ST
539
Smithfield Trust
Pennsylvania
$5.19M -$6.6K -50 -0.1%
CRI
540
Commonwealth Retirement Investments
Virginia
$5.18M +$320K +2,427 +7%
SC
541
Sierra Capital
Florida
$5.16M
VWM
542
Valley Wealth Managers
New Jersey
$5.15M -$205K -1,555 -4%
GLLW
543
Graves Light Lenhart Wealth
Virginia
$5.12M -$125K -945 -2%
AWA
544
Alta Wealth Advisors
Massachusetts
$5.06M +$70.4K +533 +1%
WF
545
WealthPoint Financial
North Carolina
$5.04M +$264K +1,998 +6%
GPWA
546
Great Point Wealth Advisors
Massachusetts
$5.02M
KDA
547
Kraft Davis & Associates
Missouri
$5M -$25.5K -193 -0.5%
RPC
548
Rossmore Private Capital
Connecticut
$4.98M
BW
549
Blalock Williams
Alabama
$4.93M +$92.8K +703 +2%
CIM
550
Capital Investment Management
Missouri
$4.9M +$40.4K +306 +0.9%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2026, worth a combined $55.1B — up 20% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new IVW positions and 69 closed out — a net gain of 119 holders — while 691 added to existing stakes and 791 trimmed.

The largest buyer was Bank of America, adding an estimated $135M. The largest seller was Two Sigma Investments, cutting an estimated $165M.

  • 2,124 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2026, up from 2,048 in Q1 2026.
  • Funds reported $55.1B of iShares S&P 500 Growth ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 188 funds opened new iShares S&P 500 Growth ETF positions in Q2 2026 and 69 closed out, a net change of +119 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2026 was Bank of America, an estimated $135M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2026 was Two Sigma Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2026.