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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
PTC
626
Private Trust Company
Ohio
$3.23M
BWM
627
Baron Wealth Management
Michigan
$3.22M
EB
628
Eastern Bank
Massachusetts
$3.22M
CS
629
Capital Square
Tennessee
$3.2M
CA
630
Calton & Associates
Florida
$3.19M
RL
631
Rogco LP
Oklahoma
$3.18M
VWM
632
Venturi Wealth Management
Texas
$3.17M
TNBTD
633
Trustmark National Bank Trust Department
Mississippi
$3.17M
BFS
634
BridgePort Financial Solutions
Iowa
$3.16M
TI
635
Truepoint Inc
Ohio
$3.16M
RhumbLine Advisers
636
RhumbLine Advisers
Massachusetts
$3.15M
SPC
637
Spirepoint Private Client
Florida
$3.15M
PCH
638
PGIM Custom Harvest
New Jersey
$3.13M
PA
639
Pinnacle Associates
New York
$3.13M
BOJHT
640
Bank of Jackson Hole Trust
Wyoming
$3.12M
SIA
641
Sage Investment Advisers
New York
$3.1M
BFO
642
Boston Family Office
Massachusetts
$3.1M
ANTB
643
AMG National Trust Bank
Colorado
$3.09M
MWM
644
Mattern Wealth Management
Kansas
$3.09M
MFG
645
Magnus Financial Group
New York
$3.08M
FWA
646
FORM Wealth Advisors
Wisconsin
$3.07M
CCA
647
Coign Capital Advisors
Utah
$3.05M
HSA
648
HBK Sorce Advisory
Pennsylvania
$3.05M
HBW
649
Hazlett, Burt & Watson
West Virginia
$3.04M
JMA
650
J.M. Arbour
Maine
$3.03M