IVW icon

iShares S&P 500 Growth ETF

2,008 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
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
CIM
551
Capital Investment Management
Missouri
$4M
CRI
552
Commonwealth Retirement Investments
Virginia
$3.99M
BW
553
Blalock Williams
Alabama
$3.97M
GCM
554
Gables Capital Management
Florida
$3.96M
MHS
555
M Holdings Securities
Oregon
$3.95M
ACA
556
Adirondack Capital Advisors
New York
$3.95M
LIA
557
LifePlan Investment Advisors
North Carolina
$3.94M
WPC
558
Wedmont Private Capital
Pennsylvania
$3.94M
MAV
559
Mason & Associates (Virginia)
Virginia
$3.93M
FHC
560
First Horizon Corporation
Tennessee
$3.87M
WFS
561
WealthGarden F.S.
California
$3.85M
RFA
562
RTD Financial Advisors
Pennsylvania
$3.84M
SCI
563
S&CO Inc
Massachusetts
$3.81M
SCA
564
Southern Capital Advisors
Tennessee
$3.8M
RWMG
565
Redwood Wealth Management Group
New Jersey
$3.8M
SF
566
SWP Financial
California
$3.79M
SLT
567
St Louis Trust
Missouri
$3.79M
DPI
568
Diversified Portfolios Inc
Michigan
$3.78M
WA
569
WBH Advisory
Maryland
$3.76M
HTC
570
Haverford Trust Company
Pennsylvania
$3.74M
Koshinski Asset Management
571
Koshinski Asset Management
Illinois
$3.74M
SI
572
Stephens Inc
Arkansas
$3.72M
WIM
573
WealthPlan Investment Management
Nebraska
$3.69M
GPW
574
Gray Private Wealth
Massachusetts
$3.68M
KWS
575
Keystone Wealth Services
California
$3.66M