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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
RWMG
576
Redwood Wealth Management Group
New Jersey
$3.8M -$8.18K -68 -0.2%
SF
577
SWP Financial
California
$3.79M -$369K -3,064 -8%
SLT
578
St Louis Trust
Missouri
$3.79M
DPI
579
Diversified Portfolios Inc
Michigan
$3.78M -$66.9K -556 -2%
WA
580
WBH Advisory
Maryland
$3.76M -$13.6K -113 -0.3%
FWA
581
Flagship Wealth Advisors
Massachusetts
$3.76M -$2.14M -17,795 -34%
HTC
582
Haverford Trust Company
Pennsylvania
$3.74M -$111K -920 -3%
Koshinski Asset Management
583
Koshinski Asset Management
Illinois
$3.74M -$27.9K -232 -0.7%
SI
584
Stephens Inc
Arkansas
$3.72M -$154K -1,282 -4%
WIM
585
WealthPlan Investment Management
Nebraska
$3.69M +$489K +4,064 +14%
GPW
586
Gray Private Wealth
Massachusetts
$3.68M -$177K -1,469 -4%
KWS
587
Keystone Wealth Services
California
$3.66M -$103K -858 -3%
PAA
588
Peregrine Asset Advisers
Oregon
$3.65M -$33.9K -282 -0.9%
EWA
589
EverSource Wealth Advisors
Alabama
$3.63M +$733K +6,093 +23%
Vontobel Holding
590
Vontobel Holding
Switzerland
$3.62M -$6.74K -56 -0.2%
NA
591
Nottingham Advisors
New York
$3.59M -$50.2K -417 -1%
CSP
592
Cary Street Partners
Virginia
$3.59M +$37.3K +310 +1%
JSL
593
JT Stratford LLC
Georgia
$3.59M +$182K +1,510 +5%
MPCG
594
Matrix Private Capital Group
New York
$3.58M -$76.5K -636 -2%
KA
595
Kovack Advisors
Florida
$3.58M +$199K +1,651 +6%
GG
596
GenWealth Group
New Jersey
$3.57M -$722 -6 -0%
KWA
597
Kingswood Wealth Advisors
California
$3.55M -$1.27M -10,524 -25%
RRA
598
Round Rock Advisors
Connecticut
$3.54M +$1.08K +9 +0%
BIP
599
Bouvel Investment Partners
Pennsylvania
$3.53M -$75.9K -631 -2%
NW
600
NewEdge Wealth
Pennsylvania
$3.5M +$405K +3,370 +12%

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.