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iShares S&P 500 Growth ETF

2,124 hedge funds and large institutions have $55.1B invested in iShares S&P 500 Growth ETF in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 691 increasing their positions, 791 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,455% more call options, than puts

Call options by funds: $22M | Put options by funds: $1.42M

172% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $45.7B → $55.1B (+$9.32B)

6% more funds holding in top 10

Funds holding in top 10: 198209 (+11)

4% more funds holding

Funds holding: 2,0482,124 (+76)

2.83% less ownership

Funds ownership: 75.01%72.19% (-2.8%)

13% less repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 791

Holders
2,124
Holders Change
+76
Holders Change %
+3.71%
% of All Funds
25.67%
Holding in Top 10
209
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.56%
% of All Funds
2.53%
New
188
Increased
691
Reduced
791
Closed
69
Calls
$22M
Puts
$1.42M
Net Calls
+$20.6M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$73.2M +$3.1M +23,479 +5%
HI
77
Harbour Investments
Wisconsin
$72.5M -$703K -5,326 -1%
NSIM
78
North Star Investment Management
Illinois
$69.6M +$579K +4,383 +0.9%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$68.8M +$1.48M +11,240 +2%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$68.5M +$19.5M +147,461 +42%
PAG
81
Private Advisor Group
New Jersey
$68.4M -$25.2M -191,206 -28%
PA
82
Probity Advisors
Texas
$67.3M -$1.52M -11,494 -2%
WWG
83
West Wealth Group
California
$67M +$2.34M +17,749 +4%
MWA
84
Midland Wealth Advisors
Illinois
$66.1M -$2.96M -22,452 -4%
IWA
85
Icon Wealth Advisors
Texas
$65.6M -$2.11M -15,997 -3%
SCM
86
SCS Capital Management
Massachusetts
$64.2M -$680K -5,150 -1%
MOS
87
MGO One Seven
Ohio
$60.3M +$580K +4,393 +1%
PS
88
Principal Securities
Iowa
$58.9M +$856K +6,479 +2%
SPC
89
Sigma Planning Corp
Michigan
$58.8M -$616K -4,663 -1%
UFF
90
USA Financial Formulas
Michigan
$57.5M +$51.4M +389,049 +1,340%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$56M +$7.16M +54,230 +15%
Citigroup
92
Citigroup
New York
$56M +$8.63M +65,368 +19%
CL
93
Choreo LLC
Illinois
$55.4M -$978K -7,407 -2%
AQR Capital Management
94
AQR Capital Management
Connecticut
$55.4M +$8.91M +67,474 +20%
P
95
&Partners
Tennessee
$55.3M -$4.68M -35,471 -8%
MPW
96
MA Private Wealth
California
$54.4M +$703K +5,325 +1%
CA
97
Clearstead Advisors
Ohio
$51.6M +$698K +5,288 +1%
SWP
98
ShoreHaven Wealth Partners
New Jersey
$51.3M +$8.97M +67,899 +22%
OIA
99
OneDigital Investment Advisors
Kansas
$51.1M -$2.61M -19,767 -5%
SHJ
100
Sharkey, Howes & Javer
Colorado
$50.9M -$132K -1,000 -0.3%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2026, worth a combined $55.1B — up 20% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new IVW positions and 69 closed out — a net gain of 119 holders — while 691 added to existing stakes and 791 trimmed.

The largest buyer was Bank of America, adding an estimated $135M. The largest seller was Two Sigma Investments, cutting an estimated $165M.

  • 2,124 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2026, up from 2,048 in Q1 2026.
  • Funds reported $55.1B of iShares S&P 500 Growth ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 188 funds opened new iShares S&P 500 Growth ETF positions in Q2 2026 and 69 closed out, a net change of +119 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2026 was Bank of America, an estimated $135M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2026 was Two Sigma Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2026.