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
SWGC
1451
Summit Wealth Group (Colorado)
Colorado
$520K -$3.04K -23 -0.6%
LCAM
1452
London & Capital Asset Management
United Kingdom
$520K +$499K +3,781 New
OCM
1453
One Capital Management
California
$520K
DJSG
1454
D.J. St. Germain
Massachusetts
$519K +$107K +813 +27%
CAM
1455
Capital Asset Management
Colorado
$518K -$3.4M -25,737 -87%
S
1456
Sachetta
Massachusetts
$518K -$132 -1 -0%
ASG
1457
Advisory Solutions Group
Minnesota
$517K +$497K +3,762 New
NDSI
1458
Newman Dignan & Sheerar Inc
Rhode Island
$517K
HAS
1459
Holland Advisory Services
Florida
$516K -$44.6K -338 -8%
VC
1460
Veery Capital
Delaware
$516K +$20.1K +152 +4%
CFC
1461
Coyle Financial Counsel
Illinois
$516K
MMG
1462
Monetary Management Group
Missouri
$516K
PFM
1463
Phillips Financial Management
Indiana
$514K
WSA
1464
Warm Springs Advisors
California
$514K
NF
1465
Napier Financial
Massachusetts
$514K +$6.6K +50 +1%
MWM
1466
Mascagni Wealth Management
Mississippi
$512K
AAG
1467
Armstrong Advisory Group
Massachusetts
$510K
SSW
1468
Stone Summit Wealth
Florida
$509K -$1.98K -15 -0.4%
KHCM
1469
Kirtland Hills Capital Management
Ohio
$507K +$39.6K +300 +9%
WPA
1470
Wealth Preservation Advisors
Tennessee
$507K +$381K +2,883 +358%
FAT
1471
First American Trust
California
$506K
KA
1472
Klingman & Associates
New York
$505K
PGF
1473
Plan Group Financial
Oklahoma
$504K -$92.2K -698 -16%
MFT
1474
Moisand Fitzgerald Tamayo
Florida
$501K -$1.72K -13 -0.4%
CB
1475
Community Bank
New York
$501K -$191K -1,447 -28%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,275 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.