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iShares S&P 500 Growth ETF

2,036 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 112 funds opening new positions, 782 increasing their positions, 728 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 2,0652,036 (-29)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,036
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
198
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
WA
576
WBH Advisory
Maryland
$3.76M
FWA
577
Flagship Wealth Advisors
Massachusetts
$3.76M
HTC
578
Haverford Trust Company
Pennsylvania
$3.74M
Koshinski Asset Management
579
Koshinski Asset Management
Illinois
$3.74M
SI
580
Stephens Inc
Arkansas
$3.72M
WIM
581
WealthPlan Investment Management
Nebraska
$3.69M
GPW
582
Gray Private Wealth
Massachusetts
$3.68M
KWS
583
Keystone Wealth Services
California
$3.66M
PAA
584
Peregrine Asset Advisers
Oregon
$3.65M
EWA
585
EverSource Wealth Advisors
Alabama
$3.63M
Vontobel Holding
586
Vontobel Holding
Switzerland
$3.62M
NA
587
Nottingham Advisors
New York
$3.59M
CSP
588
Cary Street Partners
Virginia
$3.59M
JSL
589
JT Stratford LLC
Georgia
$3.59M
MPCG
590
Matrix Private Capital Group
New York
$3.58M
KA
591
Kovack Advisors
Florida
$3.58M
GG
592
GenWealth Group
New Jersey
$3.57M
KWA
593
Kingswood Wealth Advisors
California
$3.55M
RRA
594
Round Rock Advisors
Connecticut
$3.54M
BIP
595
Bouvel Investment Partners
Pennsylvania
$3.53M
NW
596
NewEdge Wealth
Pennsylvania
$3.5M
NPT
597
National Philanthropic Trust
Pennsylvania
$3.5M
HWM
598
Howard Wealth Management
Connecticut
$3.5M
SIS
599
Sound Income Strategies
Florida
$3.49M
XPN
600
XY Planning Network
Montana
$3.48M