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iShares S&P 500 Growth ETF

2,008 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
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
CWM
101
Connecticut Wealth Management
Connecticut
$40M
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$39.9M
PSP
103
Principal Street Partners
Tennessee
$39.9M
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$39.6M
BPA
105
Beacon Pointe Advisors
California
$39.4M
CFS
106
CGC Financial Services
Oregon
$39.3M
IA
107
IFP Advisors
Florida
$38.8M
Citigroup
108
Citigroup
New York
$38.7M
FWMM
109
Foundation Wealth Management (Missouri)
Missouri
$38.2M
FFA
110
Farther Finance Advisors
California
$38.1M
LWP
111
LMG Wealth Partners
Louisiana
$37.5M
PWM
112
Praetorian Wealth Management
California
$37.5M
Corient Private Wealth
113
Corient Private Wealth
Florida
$37.4M
BB
114
Busey Bank
Illinois
$37.3M
1IA
115
1834 Investment Advisors
Wisconsin
$36.9M
GIA
116
Gladstone Institutional Advisory
Florida
$36.5M
AQR Capital Management
117
AQR Capital Management
Connecticut
$36.4M
BCM
118
Brookstone Capital Management
Illinois
$35.3M
GT
119
Greenleaf Trust
Michigan
$34.9M
SWP
120
ShoreHaven Wealth Partners
New Jersey
$34.5M
BF
121
BOK Financial
Oklahoma
$34.4M
HGWM
122
Horst & Graben Wealth Management
Oregon
$34.2M
EH
123
Equitable Holdings
New York
$33.9M
SHIM
124
Stone House Investment Management
Pennsylvania
$33.6M
CAL
125
Capital Analysts LLC
Pennsylvania
$33.4M