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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
CA
551
CWC Advisors
Oregon
$4.89M +$924 +7 +0%
SFC
552
Summit Financial Consulting
Michigan
$4.89M -$3.36M -25,427 -42%
FHC
553
First Horizon Corporation
Tennessee
$4.89M +$176K +1,332 +4%
PA
554
Procyon Advisors
Connecticut
$4.88M -$42.5K -322 -0.9%
SWP
555
SIMA Wealth Partners
Virginia
$4.86M -$141K -1,068 -3%
CWMGP
556
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.85M +$4.66M +35,288 New
EFG
557
Ehrlich Financial Group
California
$4.85M -$528K -3,997 -10%
PAG
558
Private Advisory Group
Washington
$4.82M -$54.9K -416 -1%
XPN
559
XY Planning Network
Montana
$4.82M +$616K +4,663 +15%
GCM
560
Gables Capital Management
Florida
$4.81M
KL
561
Keenan LLC
Massachusetts
$4.78M -$369K -2,798 -7%
SI
562
Stephens Inc
Arkansas
$4.76M +$228K +1,730 +5%
SA
563
Sacks & Associates
New Jersey
$4.75M +$77.8K +589 +2%
KWS
564
Keystone Wealth Services
California
$4.72M +$254K +1,922 +6%
AIP
565
Almanack Investment Partners
Pennsylvania
$4.71M +$4.52M +34,233 New
GSC
566
G&S Capital
Colorado
$4.67M +$4.48M +33,959 New
RFA
567
RTD Financial Advisors
Pennsylvania
$4.64M -$31.3K -237 -0.7%
GSWM
568
Golden State Wealth Management
California
$4.63M +$1.15M +8,720 +35%
SCI
569
S&CO Inc
Massachusetts
$4.63M
LIA
570
LifePlan Investment Advisors
North Carolina
$4.63M -$151K -1,141 -3%
SCA
571
Southern Capital Advisors
Tennessee
$4.61M -$13.9K -105 -0.3%
HTC
572
Haverford Trust Company
Pennsylvania
$4.6M +$54.8K +415 +1%
DPI
573
Diversified Portfolios Inc
Michigan
$4.6M
QCM
574
QRG Capital Management
Illinois
$4.59M +$1.27M +9,601 +40%
MAV
575
Mason & Associates (Virginia)
Virginia
$4.57M -$204K -1,546 -4%

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.