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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
CCA
651
Coign Capital Advisors
Utah
$3.05M +$142K +1,177 +5%
HSA
652
HBK Sorce Advisory
Pennsylvania
$3.05M -$84.2K -700 -3%
HBW
653
Hazlett, Burt & Watson
West Virginia
$3.04M +$1.13M +9,437 +54%
JMA
654
J.M. Arbour
Maine
$3.03M +$201K +1,672 +7%
CFS
655
Commonwealth Financial Services
West Virginia
$3.03M -$986K -8,197 -23%
CIC
656
Carnegie Investment Counsel
Ohio
$3.02M -$511K -4,246 -14%
AWA
657
Asempa Wealth Advisors
Louisiana
$3M +$77K +640 +3%
CFA
658
Camarda Financial Advisors
Florida
$3M -$3.82M -31,766 -54%
DWML
659
Decker Wealth Management LLC
Tennessee
$2.99M
CIA
660
Choate Investment Advisors
Massachusetts
$2.99M -$293K -2,433 -8%
RIS
661
Retirement Income Solutions
Michigan
$2.97M
EFS
662
Essex Financial Services
Connecticut
$2.95M -$66.3K -551 -2%
ICP
663
Interchange Capital Partners
Pennsylvania
$2.94M +$502K +4,172 +15%
AAS
664
Asset Allocation Strategies
Michigan
$2.93M -$217K -1,805 -7%
YWM
665
Yukon Wealth Management
Kansas
$2.92M +$1.92K +16 +0.1%
FA
666
Fiduciary Alliance
South Carolina
$2.92M +$537K +4,468 +24%
AFG
667
Atomi Financial Group
New York
$2.92M +$2.53M +21,036 +440%
Fisher Asset Management
668
Fisher Asset Management
Washington
$2.9M +$5.65K +47 +0.2%
SDWMA
669
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.9M
LL
670
LPWM LLC
Minnesota
$2.89M -$30.8K -256 -1%
KFI
671
Key Financial Inc
Pennsylvania
$2.89M
CA
672
COFG Advisors
Illinois
$2.89M -$12K -100 -0.4%
MBT
673
Montecito Bank & Trust
California
$2.88M -$34.3K -285 -1%
HT
674
Headlands Technologies
Illinois
$2.87M +$3.05M +25,339 New
AB
675
Atlas Brown
Kentucky
$2.86M -$162K -1,348 -5%

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.