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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
BCG
601
Breakwater Capital Group
New Jersey
$3.39M
HWA
602
Hilltop Wealth Advisors
North Carolina
$3.38M
CA
603
Capital Advantage
California
$3.37M
HCC
604
Hirtle Callaghan & Co
Pennsylvania
$3.37M
HNB
605
Hilltop National Bank
Wyoming
$3.36M
STA
606
Summit Trail Advisors
New York
$3.35M
CIS
607
Custom Index Systems
New York
$3.34M
CAM
608
Capital Asset Management
Colorado
$3.34M
5W
609
5T Wealth
California
$3.29M
UFF
610
USA Financial Formulas
Michigan
$3.28M
NWM
611
Nolet Wealth Management
Texas
$3.28M
UFA
612
Unify Financial Advisors
Florida
$3.28M
SWA
613
Stratos Wealth Advisors
Ohio
$3.27M
Tudor Investment Corp
614
Tudor Investment Corp
Connecticut
$3.27M
KBFS
615
Kohmann Bosshard Financial Services
Ohio
$3.26M
SP
616
Sherman Porfolios
Idaho
$3.25M
TCA
617
Transcend Capital Advisors
New Jersey
$3.24M
PTC
618
Private Trust Company
Ohio
$3.23M
BWM
619
Baron Wealth Management
Michigan
$3.22M
EB
620
Eastern Bank
Massachusetts
$3.22M
CS
621
Capital Square
Tennessee
$3.2M
CA
622
Calton & Associates
Florida
$3.19M
RL
623
Rogco LP
Oklahoma
$3.18M
VWM
624
Venturi Wealth Management
Texas
$3.17M
TNBTD
625
Trustmark National Bank Trust Department
Mississippi
$3.17M