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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
IWA
76
Icon Wealth Advisors
Texas
$63.5M +$7.28M +60,500 +14%
HI
77
Harbour Investments
Wisconsin
$60.3M +$52.8M +439,239 +469%
AF
78
Allworth Financial
California
$58.4M -$811K -6,741 -1%
CW
79
CreativeOne Wealth
Kansas
$57.5M +$4.65M +38,666 +8%
MWA
80
Midland Wealth Advisors
Illinois
$56.9M -$15.3M -127,346 -20%
NSIM
81
North Star Investment Management
Illinois
$56.7M -$2.03M -16,913 -3%
PA
82
Probity Advisors
Texas
$56.7M +$1.78M +14,790 +3%
AWA
83
Arkadios Wealth Advisors
Georgia
$56.1M +$14.8M +122,778 +33%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$55.3M +$1.19M +9,929 +2%
SCM
85
SCS Capital Management
Massachusetts
$53.4M -$77.2K -642 -0.1%
TWP
86
Triad Wealth Partners
Kansas
$53.2M +$24.1M +200,115 +74%
WWG
87
West Wealth Group
California
$53.1M +$3.55M +29,551 +7%
P
88
&Partners
Tennessee
$49.3M +$566K +4,706 +1%
MOS
89
MGO One Seven
Ohio
$49.1M +$6.8M +56,572 +15%
SPC
90
Sigma Planning Corp
Michigan
$48.9M -$196K -1,631 -0.4%
PS
91
Principal Securities
Iowa
$47.7M -$1.52M -12,598 -3%
CL
92
Choreo LLC
Illinois
$46.4M -$1.18M -9,838 -2%
OIA
93
OneDigital Investment Advisors
Kansas
$44.2M +$1.17M +9,767 +3%
MPW
94
MA Private Wealth
California
$44.2M +$2.01M +16,740 +4%
SWP
95
Stratos Wealth Partners
Ohio
$43.9M -$2.94M -24,464 -6%
EWA
96
Encompass Wealth Advisors
Oregon
$42.1M -$202K -1,677 -0.4%
SHJ
97
Sharkey, Howes & Javer
Colorado
$41.9M +$2.19M +18,241 +5%
CA
98
Clearstead Advisors
Ohio
$41.8M +$42.8K +356 +0.1%
DWM
99
Dynasty Wealth Management
Florida
$40.9M +$3.19M +26,554 +8%
FLA
100
Financial Life Advisors
Texas
$40.8M +$644K +5,353 +2%