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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
FWM
676
Fonville Wealth Management
Virginia
$2.84M
GSWM
677
Golden State Wealth Management
California
$2.83M
LTI
678
Laffer Tengler Investments
Tennessee
$2.81M
AWA
679
Arete Wealth Advisors
Illinois
$2.81M
MWS
680
MFA Wealth Services
California
$2.8M
BP
681
Ballentine Partners
Massachusetts
$2.78M
Bessemer Group
682
Bessemer Group
New Jersey
$2.78M
O3W
683
Omni 360 Wealth
New Jersey
$2.76M
MWM
684
Madrid Wealth Management
New Mexico
$2.75M
EWM
685
Empirical Wealth Management
Washington
$2.74M
TCBWMS
686
Texas Capital Bank Wealth Management Services
Texas
$2.73M
BBHC
687
Brown Brothers Harriman & Co
New York
$2.7M
CCM
688
Colorado Capital Management
Colorado
$2.7M
MCC
689
Money Concepts Capital
Florida
$2.69M
QCM
690
QRG Capital Management
Illinois
$2.69M
CFD
691
Creative Financial Designs
Indiana
$2.69M
WT
692
Whittier Trust
California
$2.68M
CPA
693
Capital Performance Advisors
California
$2.67M
FFWA
694
Forthright Family Wealth Advisory
Texas
$2.66M
HCM
695
Hudson Capital Management
New Jersey
$2.66M
TWP
696
Tempus Wealth Planning
California
$2.66M
LF
697
Lighthouse Financial
Florida
$2.65M
RWP
698
RWA Wealth Partners
Massachusetts
$2.65M
SP
699
Stablepoint Partners
Massachusetts
$2.63M
NB
700
Northwest Bancshares
Pennsylvania
$2.61M