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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
LF
701
Lighthouse Financial
Florida
$2.65M +$277K +2,300 +11%
RWP
702
RWA Wealth Partners
Massachusetts
$2.65M +$119K +992 +4%
SP
703
Stablepoint Partners
Massachusetts
$2.63M +$178K +1,477 +7%
NB
704
Northwest Bancshares
Pennsylvania
$2.61M -$137K -1,136 -5%
EW
705
Expressive Wealth
Illinois
$2.61M +$230K +1,910 +11%
CFG
706
Cassilly Financial Group
Maryland
$2.57M +$142K +1,180 +5%
FFM
707
Forum Financial Management
Illinois
$2.57M +$20.1K +167 +0.7%
CWM
708
CCG Wealth Management
California
$2.54M -$16.2K -135 -0.6%
TWCA
709
Two West Capital Advisors
Kansas
$2.53M +$444K +3,690 +23%
SAW
710
Signal Advisors Wealth
Michigan
$2.53M +$80.6K +670 +3%
JIC
711
Joel Isaacson & Co
New York
$2.53M -$110K -913 -4%
AA
712
Alesco Advisors
New York
$2.5M -$42.1K -350 -2%
CFP
713
Comprehensive Financial Planning
Pennsylvania
$2.5M +$136K +1,128 +5%
LFP
714
Lakeshore Financial Planning
Michigan
$2.5M -$75.2K -625 -3%
NS
715
Northland Securities
Minnesota
$2.49M +$103K +853 +4%
DM
716
Diversified Management
Wisconsin
$2.47M -$92K -765 -3%
SPI
717
Sutton Place Investors
New York
$2.47M +$286K +2,378 +12%
MWA
718
Merkkuri Wealth Advisors
New York
$2.47M +$173K +1,439 +7%
SNB
719
Security National Bank
Nebraska
$2.42M +$181K +1,506 +8%
EAM
720
Evanson Asset Management
California
$2.42M -$8.54K -71 -0.3%
IAIM
721
International Assets Investment Management
Florida
$2.41M -$359K -2,987 -12%
EA
722
Eclectic Associates
California
$2.39M -$836K -6,955 -25%
RIG
723
RiverFront Investment Group
Virginia
$2.39M +$52.2K +434 +2%
KFGK
724
Keystone Financial Group (Kentucky)
Kentucky
$2.39M +$2.08M +17,283 +451%
TA
725
Tactive Advisors
Florida
$2.38M -$428K -3,556 -14%

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.