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iShares S&P 500 Growth ETF

2,036 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 112 funds opening new positions, 782 increasing their positions, 728 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 2,0652,036 (-29)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,036
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
198
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.3M
Puts
$2.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
801
AWM Capital
Arizona
$1.91M
Kovitz Investment Group Partners
802
Kovitz Investment Group Partners
Illinois
$1.9M
EI
803
EFG International
$1.89M
FCAS
804
First Command Advisory Services
Texas
$1.89M
WP
805
Westmount Partners
California
$1.88M
MSWMA
806
Market Street Wealth Management Advisors
Indiana
$1.88M
LWM
807
LongView Wealth Management
Georgia
$1.88M
SIM
808
Synergy Investment Management
Florida
$1.87M
PWM
809
Partners Wealth Management
California
$1.87M
SPWG
810
Syntegra Private Wealth Group
Missouri
$1.87M
MSWM
811
McGlone Suttner Wealth Management
Wisconsin
$1.87M
FLPIM
812
F.L. Putnam Investment Management
Massachusetts
$1.87M
RW
813
REDW Wealth
New Mexico
$1.86M
FF
814
Finley Financial
Nevada
$1.86M
AIS
815
American Investment Services
Massachusetts
$1.86M
CAG
816
Crestwood Advisors Group
Massachusetts
$1.85M
DWMS
817
Dominguez Wealth Management Solutions
Virginia
$1.85M
TW
818
TritonPoint Wealth
Maryland
$1.85M
ESB
819
Essex Savings Bank
Connecticut
$1.84M
APC
820
Aspire Private Capital
North Carolina
$1.83M
ES
821
Eagle Strategies
New York
$1.83M
BFS
822
Bradley Foster & Sargent
Connecticut
$1.83M
PWM
823
Parkway Wealth Management
Texas
$1.82M
S
824
SignatureFD
Georgia
$1.81M
SWM
825
Sendero Wealth Management
Texas
$1.8M