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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
GWAM
526
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.65M -$190K -1,580 -4%
GT
527
Glenview Trust
Kentucky
$4.62M +$242K +2,009 +5%
CAM
528
Concorde Asset Management
Michigan
$4.61M -$143K -1,186 -3%
HNH
529
Hopwood Nicholas Hunter
$4.6M +$108K +895 +2%
RWRC
530
R.W. Roge & Company
New York
$4.55M -$487K -4,050 -9%
Prudential Financial
531
Prudential Financial
New Jersey
$4.55M -$12.2M -101,730 -72%
MWM
532
Mission Wealth Management
California
$4.52M +$297K +2,469 +7%
AAP
533
Arax Advisory Partners
Colorado
$4.51M -$19.7M -163,563 -80%
DWT
534
Dorsey & Whitney Trust
South Dakota
$4.5M -$50.2K -417 -1%
FPW
535
Fairvoy Private Wealth
Alabama
$4.48M +$2.26M +18,750 +90%
USAA
536
United Services Automobile Association
Texas
$4.44M -$2.46M -20,474 -34%
EFG
537
Ehrlich Financial Group
California
$4.44M -$7.89M -65,617 -63%
VWM
538
Valley Wealth Managers
New Jersey
$4.41M -$91.8K -763 -2%
AI
539
Arvest Investments
Arkansas
$4.37M -$4.61M -38,340 -50%
NL
540
NWAM LLC
Washington
$4.35M -$242K -2,011 -5%
GLLW
541
Graves Light Lenhart Wealth
Virginia
$4.32M -$56.4K -469 -1%
ST
542
Smithfield Trust
Pennsylvania
$4.28M -$19K -158 -0.4%
SC
543
Sierra Capital
Florida
$4.25M
NG
544
Novem Group
New York
$4.24M +$2.1M +17,470 +87%
KL
545
Keenan LLC
Massachusetts
$4.22M -$652K -5,422 -13%
AMG
546
Asset Management Group
Connecticut
$4.17M -$529K -4,398 -11%
AIA
547
Arrow Investment Advisors
Maryland
$4.17M +$306K +2,547 +7%
GPWA
548
Great Point Wealth Advisors
Massachusetts
$4.13M
VFA
549
Valeo Financial Advisors
Indiana
$4.12M +$39.9K +332 +0.9%
SWP
550
SIMA Wealth Partners
Virginia
$4.12M -$52.4K -436 -1%

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.