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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
LF
101
Lee Financial
Texas
$40.1M -$822K -6,838 -2%
CWM
102
Connecticut Wealth Management
Connecticut
$40M -$3.76M -31,264 -8%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$39.9M +$4.25M +35,360 +11%
PSP
104
Principal Street Partners
Tennessee
$39.9M +$29.6K +246 +0.1%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$39.6M -$8.02M -66,668 -16%
BPA
106
Beacon Pointe Advisors
California
$39.4M +$5.49M +45,650 +15%
CFS
107
CGC Financial Services
Oregon
$39.3M +$1.08M +8,961 +3%
IA
108
IFP Advisors
Florida
$38.8M -$15.1M -125,209 -27%
Citigroup
109
Citigroup
New York
$38.7M +$1.8M +14,988 +5%
FWMM
110
Foundation Wealth Management (Missouri)
Missouri
$38.2M +$216K +1,796 +0.5%
FFA
111
Farther Finance Advisors
California
$38.1M -$6.49M -53,940 -14%
LWP
112
LMG Wealth Partners
Louisiana
$37.5M -$375K -3,121 -0.9%
PWM
113
Praetorian Wealth Management
California
$37.5M -$369K -3,070 -1%
Corient Private Wealth
114
Corient Private Wealth
Florida
$37.4M -$40.6M -337,276 -49%
BB
115
Busey Bank
Illinois
$37.3M -$643K -5,345 -2%
1IA
116
1834 Investment Advisors
Wisconsin
$36.9M -$2.91M -24,156 -7%
GIA
117
Gladstone Institutional Advisory
Florida
$36.5M +$6.41M +53,269 +20%
AQR Capital Management
118
AQR Capital Management
Connecticut
$36.4M +$7.14M +59,377 +22%
BCM
119
Brookstone Capital Management
Illinois
$35.3M +$9.04M +75,198 +32%
GT
120
Greenleaf Trust
Michigan
$34.9M -$1.04M -8,688 -3%
SWP
121
ShoreHaven Wealth Partners
New Jersey
$34.5M +$5.1M +42,441 +16%
BF
122
BOK Financial
Oklahoma
$34.4M -$10.1M -83,853 -22%
HGWM
123
Horst & Graben Wealth Management
Oregon
$34.2M +$1.25M +10,352 +4%
EH
124
Equitable Holdings
New York
$33.9M +$18.8K +156 +0.1%
SHIM
125
Stone House Investment Management
Pennsylvania
$33.6M +$1.83M +15,193 +5%

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.