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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
BFA
726
Beacon Financial Advisory
Ohio
$2.36M +$169K +1,408 +7%
SFG
727
Sovereign Financial Group
Connecticut
$2.35M +$82K +682 +3%
SFC
728
Sprinkle Financial Consultants
Colorado
$2.34M -$62.3K -518 -2%
WTC
729
WhitTier Trust Company
Nevada
$2.34M -$140K -1,168 -5%
MFS
730
Madrona Financial Services
Washington
$2.33M -$1.02M -8,486 -29%
FFG
731
Frisch Financial Group
New York
$2.33M +$1.1M +9,111 +80%
CG
732
Corundum Group
Colorado
$2.32M -$81.8K -680 -3%
KWM
733
Kaydan Wealth Management
Michigan
$2.31M +$2.53K +21 +0.1%
HP
734
Holistic Planning
Texas
$2.31M +$247K +2,056 +11%
HCP
735
Holt Capital Partners
Texas
$2.29M +$7.82K +65 +0.3%
UAG
736
United Advisor Group
Ohio
$2.29M +$289K +2,399 +13%
HCM
737
Hicks Capital Management
Ohio
$2.29M
OA
738
Operose Advisors
Wisconsin
$2.29M -$220K -1,831 -8%
AF
739
Alerus Financial
North Dakota
$2.29M -$225K -1,868 -8%
PFG
740
Pinnacle Financial Group
Illinois
$2.29M +$120 +1 +0%
BNMT
741
Bawa N Mallick Trust
New York
$2.28M
RG
742
Rathbones Group
United Kingdom
$2.28M
ACM
743
Advisors Capital Management
New Jersey
$2.28M +$109K +910 +5%
PP
744
Prosperity Planning
Missouri
$2.28M -$14.6K -121 -0.6%
AWP
745
Axis Wealth Partners
Rhode Island
$2.27M -$45K -374 -2%
WCM
746
WealthTrak Capital Management
Virginia
$2.26M +$102K +848 +4%
AIA
747
Accelerate Investment Advisors
California
$2.26M +$197K +1,637 +9%
FWTB
748
First Western Trust Bank
Colorado
$2.26M +$8.54K +71 +0.4%
DC
749
Davenport & Co
Virginia
$2.25M +$179K +1,492 +8%
NWA
750
Navis Wealth Advisors
New York
$2.24M +$2.29K +19 +0.1%

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.