We are live on ! Find out more
IVW icon

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
EWA
101
Encompass Wealth Advisors
Oregon
$50.7M -$502K -3,804 -1%
DWM
102
Dynasty Wealth Management
Florida
$50.4M +$655K +4,960 +1%
LF
103
Lee Financial
Texas
$48.8M +$58.1K +440 +0.1%
PSP
104
Principal Street Partners
Tennessee
$48.5M +$34.5K +261 +0.1%
CWM
105
Connecticut Wealth Management
Connecticut
$48.4M -$256K -1,935 -0.5%
BPA
106
Beacon Pointe Advisors
California
$48.4M +$478K +3,622 +1%
IWC
107
Integrated Wealth Concepts
Massachusetts
$47.9M +$13M +98,661 +39%
CFS
108
CGC Financial Services
Oregon
$47.2M -$575K -4,353 -1%
SWP
109
Stratos Wealth Partners
Ohio
$47M -$6.14M -46,499 -12%
VAS
110
Vestmark Advisory Solutions
Massachusetts
$46.5M +$32.9M +248,991 +279%
FLA
111
Financial Life Advisors
Texas
$46.4M -$3.08M -23,328 -6%
FWMM
112
Foundation Wealth Management (Missouri)
Missouri
$46.3M -$156K -1,185 -0.4%
EH
113
Equitable Holdings
New York
$45.8M +$7.57M +57,353 +21%
JWCA
114
J.W. Cole Advisors
Florida
$45.8M +$44M +332,923 New
LWP
115
LMG Wealth Partners
Louisiana
$45.8M +$130K +988 +0.3%
GIA
116
Gladstone Institutional Advisory
Florida
$45.7M +$1.19M +9,047 +3%
FFA
117
Farther Finance Advisors
California
$45.3M -$400K -3,029 -0.9%
BB
118
Busey Bank
Illinois
$44.6M -$680K -5,149 -2%
WA
119
Wealth Alliance
New York
$44.1M +$13.6M +102,621 +47%
1IA
120
1834 Investment Advisors
Wisconsin
$44.1M -$700K -5,303 -2%
PWM
121
Praetorian Wealth Management
California
$43M -$224K -1,693 -0.5%
IA
122
Integrity Alliance
Iowa
$42.9M +$3.12M +23,649 +8%
GT
123
Greenleaf Trust
Michigan
$42.9M +$482K +3,647 +1%
Corient Private Wealth
124
Corient Private Wealth
Florida
$42.9M -$4.58M -34,700 -10%
SHIM
125
Stone House Investment Management
Pennsylvania
$41.7M +$862K +6,529 +2%

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.