We are live on ! Find out more
IVW icon

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
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%

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.