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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
PCA
676
Prosperity Capital Advisors
Ohio
$2.86M -$566K -4,709 -16%
PWAM
677
Private Wealth Asset Management
Iowa
$2.85M -$241 -2 -0%
CAC
678
Certified Advisory Corp
Florida
$2.85M +$108K +902 +4%
PWM
679
Power Wealth Management
Georgia
$2.84M +$205K +1,703 +7%
FWM
680
Fonville Wealth Management
Virginia
$2.84M +$7.7K +64 +0.3%
GSWM
681
Golden State Wealth Management
California
$2.83M +$762K +6,335 +34%
LTI
682
Laffer Tengler Investments
Tennessee
$2.81M
AWA
683
Arete Wealth Advisors
Illinois
$2.81M -$374K -3,113 -11%
MWS
684
MFA Wealth Services
California
$2.8M -$7.7K -64 -0.3%
BP
685
Ballentine Partners
Massachusetts
$2.78M -$5.05K -42 -0.2%
Bessemer Group
686
Bessemer Group
New Jersey
$2.78M -$855K -7,113 -22%
O3W
687
Omni 360 Wealth
New Jersey
$2.76M +$234K +1,948 +9%
MWM
688
Madrid Wealth Management
New Mexico
$2.75M +$819K +6,813 +39%
EWM
689
Empirical Wealth Management
Washington
$2.74M +$50.6K +421 +2%
TCBWMS
690
Texas Capital Bank Wealth Management Services
Texas
$2.73M -$8.32M -69,158 -74%
BBHC
691
Brown Brothers Harriman & Co
New York
$2.7M -$326K -2,712 -10%
CCM
692
Colorado Capital Management
Colorado
$2.7M -$262K -2,175 -8%
MCC
693
Money Concepts Capital
Florida
$2.69M -$213K -1,774 -7%
QCM
694
QRG Capital Management
Illinois
$2.69M -$210K -1,750 -7%
CFD
695
Creative Financial Designs
Indiana
$2.69M +$83K +690 +3%
WT
696
Whittier Trust
California
$2.68M
CPA
697
Capital Performance Advisors
California
$2.67M -$86.6K -720 -3%
FFWA
698
Forthright Family Wealth Advisory
Texas
$2.66M -$8.12M -67,540 -68%
HCM
699
Hudson Capital Management
New Jersey
$2.66M -$111K -924 -4%
TWP
700
Tempus Wealth Planning
California
$2.66M +$722K +6,002 +34%

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.