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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
LF
101
Lee Financial
Texas
$40.1M
CWM
102
Connecticut Wealth Management
Connecticut
$40M
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$39.9M
PSP
104
Principal Street Partners
Tennessee
$39.9M
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$39.6M
BPA
106
Beacon Pointe Advisors
California
$39.4M
CFS
107
CGC Financial Services
Oregon
$39.3M
IA
108
IFP Advisors
Florida
$38.8M
Citigroup
109
Citigroup
New York
$38.7M
FWMM
110
Foundation Wealth Management (Missouri)
Missouri
$38.2M
FFA
111
Farther Finance Advisors
California
$38.1M
LWP
112
LMG Wealth Partners
Louisiana
$37.5M
PWM
113
Praetorian Wealth Management
California
$37.5M
Corient Private Wealth
114
Corient Private Wealth
Florida
$37.4M
BB
115
Busey Bank
Illinois
$37.3M
1IA
116
1834 Investment Advisors
Wisconsin
$36.9M
GIA
117
Gladstone Institutional Advisory
Florida
$36.5M
AQR Capital Management
118
AQR Capital Management
Connecticut
$36.4M
BCM
119
Brookstone Capital Management
Illinois
$35.3M
GT
120
Greenleaf Trust
Michigan
$34.9M
SWP
121
ShoreHaven Wealth Partners
New Jersey
$34.5M
BF
122
BOK Financial
Oklahoma
$34.4M
HGWM
123
Horst & Graben Wealth Management
Oregon
$34.2M
EH
124
Equitable Holdings
New York
$33.9M
SHIM
125
Stone House Investment Management
Pennsylvania
$33.6M