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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
NPT
601
National Philanthropic Trust
Pennsylvania
$3.5M +$12.7K +106 +0.3%
HWM
602
Howard Wealth Management
Connecticut
$3.5M -$33.8K -281 -0.9%
SIS
603
Sound Income Strategies
Florida
$3.49M +$33.8K +281 +0.9%
XPN
604
XY Planning Network
Montana
$3.48M +$749K +6,230 +26%
1CP
605
17 Capital Partners
Arizona
$3.47M +$980K +8,152 +36%
SWM
606
StoneCrest Wealth Management
Arizona
$3.46M -$261K -2,172 -7%
First Trust Advisors
607
First Trust Advisors
Illinois
$3.44M -$104K -862 -3%
FCBT
608
First Citizens Bank & Trust
North Carolina
$3.43M -$394K -3,277 -10%
PFA
609
Pathway Financial Advisors
Vermont
$3.43M
HT
610
Heritage Trust
Oklahoma
$3.42M -$276K -2,295 -7%
BWA
611
BCU Wealth Advisors
Illinois
$3.39M +$178K +1,482 +5%
MGIA
612
Matthew Goff Investment Advisor
Texas
$3.39M -$44.4K -369 -1%
BCG
613
Breakwater Capital Group
New Jersey
$3.39M +$460K +3,827 +15%
HWA
614
Hilltop Wealth Advisors
North Carolina
$3.38M -$184K -1,526 -5%
CA
615
Capital Advantage
California
$3.37M +$521K +4,335 +17%
HCC
616
Hirtle Callaghan & Co
Pennsylvania
$3.37M +$74.9K +623 +2%
HNB
617
Hilltop National Bank
Wyoming
$3.36M -$52.9K -440 -1%
STA
618
Summit Trail Advisors
New York
$3.35M +$1.64M +13,674 +86%
CIS
619
Custom Index Systems
New York
$3.34M -$26.7K -222 -0.7%
CAM
620
Capital Asset Management
Colorado
$3.34M +$119K +986 +3%
5W
621
5T Wealth
California
$3.29M -$1.32K -11 -0%
UFF
622
USA Financial Formulas
Michigan
$3.28M -$59.6M -495,268 -94%
NWM
623
Nolet Wealth Management
Texas
$3.28M
UFA
624
Unify Financial Advisors
Florida
$3.28M +$242K +2,014 +7%
SWA
625
Stratos Wealth Advisors
Ohio
$3.27M +$44.7K +372 +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.