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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
EPP
751
ETF Portfolio Partners
Kansas
$2.24M +$11.1K +92 +0.5%
MWM
752
Marietta Wealth Management
Georgia
$2.23M
EW
753
Evoke Wealth
California
$2.22M -$3.49K -29 -0.1%
CWA
754
Crusonia Wealth Advisors
Colorado
$2.2M +$120 +1 +0%
XT
755
XTX Topco
Cayman Islands
$2.18M +$2.32M +19,268 New
ITG
756
Index Technologies Group
New York
$2.17M -$15.3K -127 -0.7%
WAP
757
Wealthcare Advisory Partners
Pennsylvania
$2.17M -$184K -1,532 -7%
FSAG
758
Financial Solutions Advisory Group
Illinois
$2.16M +$2.3M +19,125 New
CPIA
759
Cornell Pochily Investment Advisors
New York
$2.16M +$71.2K +592 +3%
AT
760
American Trust
Kentucky
$2.16M -$244K -2,025 -10%
FCFC
761
First Citizens Financial Corp
Iowa
$2.16M +$345K +2,868 +18%
MA
762
MBA Advisors
Pennsylvania
$2.15M -$35.5K -295 -2%
BWP
763
Bernardo Wealth Planning
Pennsylvania
$2.15M -$118K -985 -5%
BA
764
Bellwether Advisors
Nebraska
$2.15M -$18K -150 -0.8%
RCM
765
Raleigh Capital Management
North Carolina
$2.14M +$98.6K +820 +5%
CRC
766
Curi RMB Capital
Illinois
$2.14M -$77.3K -643 -3%
FCH
767
Freestone Capital Holdings
Washington
$2.12M -$102K -850 -4%
B
768
Bailard
California
$2.11M -$66.4K -552 -3%
CCM
769
Canal Capital Management
Virginia
$2.1M -$7.39M -61,474 -77%
TFGT
770
TS Financial Group (TSFG)
Illinois
$2.1M -$12.1K -101 -0.5%
RIS
771
Richmond Investment Services
Wisconsin
$2.1M +$261K +2,166 +13%
WH
772
Whitcomb & Hess
Ohio
$2.09M +$31K +258 +1%
CWM
773
Cornerstone Wealth Management
Missouri
$2.08M -$126K -1,046 -5%
KFAA
774
Klaas Financial Asset Advisors
Illinois
$2.06M -$7.7K -64 -0.3%
CA
775
Continuum Advisory
Idaho
$2.06M +$865K +7,190 +65%

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.