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iShares S&P 500 Growth ETF

2,038 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, 784 increasing their positions, 727 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

1.16% more ownership

Funds ownership: 73.82%74.98% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 727

1% less funds holding

Funds holding: 2,0662,038 (-28)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.92B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,038
Holders Change
-28
Holders Change %
-1.36%
% of All Funds
25.1%
Holding in Top 10
198
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10%
% of All Funds
2.44%
New
113
Increased
784
Reduced
727
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
UCFA
51
United Capital Financial Advisors
Texas
$125M +$2.59M +21,535 +2%
LI
52
LVZ Inc
Michigan
$119M +$3.37M +28,006 +3%
Cerity Partners
53
Cerity Partners
New York
$117M +$61.7M +512,738 +99%
CC
54
Courier Capital
New York
$109M -$751K -6,243 -0.6%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$100M +$5.86M +48,705 +6%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$100M +$180K +1,493 +0.2%
KAS
57
Kestra Advisory Services
Texas
$97.2M +$10M +83,484 +11%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$95.6M -$6.6M -54,845 -6%
AWMS
59
Advocacy Wealth Management Services
Georgia
$93.7M +$5.32M +44,231 +6%
Northern Trust
60
Northern Trust
Illinois
$83M +$600K +4,992 +0.7%
AG
61
Ascent Group
Virginia
$82.9M +$3.65M +30,364 +4%
AWM
62
AE Wealth Management
Kansas
$80.9M +$520K +4,325 +0.6%
KeyBank National Association
63
KeyBank National Association
Ohio
$80.1M -$3.44M -28,600 -4%
PAG
64
Private Advisor Group
New Jersey
$77.9M +$179K +1,487 +0.2%
Creative Planning
65
Creative Planning
Kansas
$76.2M +$2.4M +19,994 +3%
MWM
66
Modera Wealth Management
New Jersey
$72M -$2.47M -20,540 -3%
SIA
67
Stegner Investment Associates
Kentucky
$69.5M -$626K -5,204 -0.8%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$69.2M +$566K +4,710 +0.8%
SL
69
Salomon & Ludwin
Virginia
$68.6M -$1.7M -14,163 -2%
MWM
70
Modern Wealth Management
Kansas
$67.9M -$26.9M -223,338 -27%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$67.4M -$2.28M -18,995 -3%
VA
72
Valmark Advisers
Ohio
$67.1M -$601K -4,998 -0.8%
AI
73
Atria Investments
North Carolina
$66.1M +$8.39M +69,792 +14%
US Bancorp
74
US Bancorp
Minnesota
$65.2M -$43.6M -362,498 -39%
SWM
75
SilverOak Wealth Management
Minnesota
$64.1M -$410K -3,405 -0.6%