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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
AWA
551
Alta Wealth Advisors
Massachusetts
$4.1M +$1.18M +9,829 +37%
RPC
552
Rossmore Private Capital
Connecticut
$4.1M
GS
553
GTS Securities
Florida
$4.07M +$2.5M +20,796 +137%
PA
554
Procyon Advisors
Connecticut
$4.05M -$43.9K -365 -1%
CF
555
Centaurus Financial
California
$4.04M -$4.97M -41,330 -54%
CA
556
CWC Advisors
Oregon
$4.02M +$110K +915 +3%
HF
557
HRT Financial
New York
$4.02M +$3.53M +29,392 +475%
PAG
558
Private Advisory Group
Washington
$4.01M -$77.6K -645 -2%
CIM
559
Capital Investment Management
Missouri
$4M +$52.2K +434 +1%
CRI
560
Commonwealth Retirement Investments
Virginia
$3.99M +$408K +3,395 +11%
BW
561
Blalock Williams
Alabama
$3.97M +$508K +4,223 +14%
GCM
562
Gables Capital Management
Florida
$3.96M
MHS
563
M Holdings Securities
Oregon
$3.95M +$336K +2,797 +10%
ACA
564
Adirondack Capital Advisors
New York
$3.95M +$1.11M +9,207 +36%
LIA
565
LifePlan Investment Advisors
North Carolina
$3.94M +$376K +3,125 +10%
WPC
566
Wedmont Private Capital
Pennsylvania
$3.94M +$2.86M +23,817 +258%
MAV
567
Mason & Associates (Virginia)
Virginia
$3.93M -$65.7K -546 -2%
WF
568
WealthPoint Financial
North Carolina
$3.92M +$118K +978 +3%
SA
569
Sacks & Associates
New Jersey
$3.91M +$83.5K +694 +2%
BIG
570
Bush Investment Group
Georgia
$3.9M +$232K +1,929 +6%
FHC
571
First Horizon Corporation
Tennessee
$3.87M -$109K -903 -3%
WFS
572
WealthGarden F.S.
California
$3.85M +$82K +682 +2%
RFA
573
RTD Financial Advisors
Pennsylvania
$3.84M -$431K -3,581 -10%
SCI
574
S&CO Inc
Massachusetts
$3.81M
SCA
575
Southern Capital Advisors
Tennessee
$3.8M +$38.4K +319 +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.