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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
AFM
1451
Armstrong Fleming & Moore
District of Columbia
$442K +$129K +1,070 +38%
HH
1452
Hilltop Holdings
Texas
$439K -$614K -5,109 -57%
CICC
1453
Capital Investment Counsel (Colorado)
Colorado
$439K +$47.4K +394 +11%
MCIA
1454
Mountain Capital Investment Advisors
Colorado
$438K +$8.42K +70 +2%
MSG
1455
Main Street Group
Virginia
$437K +$241 +2 +0.1%
CWA
1456
Cornerstone Wealth Advisors
Minnesota
$437K
KHCM
1457
Kirtland Hills Capital Management
Ohio
$437K +$22.5K +187 +6%
HCWM
1458
Hidden Cove Wealth Management
Washington
$436K -$48.1K -400 -9%
CBT
1459
Crews Bank & Trust
Florida
$435K +$179K +1,488 +63%
SC
1460
Shearwater Capital
Colorado
$433K
OC
1461
Oarsman Capital
Wisconsin
$432K -$179K -1,491 -28%
SWGC
1462
Summit Wealth Group (Colorado)
Colorado
$430K +$69.6K +579 +18%
SAM
1463
Secure Asset Management
Michigan
$429K -$34.3K -285 -7%
BIG
1464
Brooklyn Investment Group
New York
$428K +$31.1K +259 +7%
BTIM
1465
BancFirst Trust & Investment Management
Oklahoma
$427K +$245K +2,033 +107%
S
1466
Sachetta
Massachusetts
$426K +$1.56K +13 +0.3%
NDSI
1467
Newman Dignan & Sheerar Inc
Rhode Island
$426K -$25.3K -210 -5%
CFC
1468
Coyle Financial Counsel
Illinois
$424K -$9.86K -82 -2%
MMG
1469
Monetary Management Group
Missouri
$424K
PFM
1470
Phillips Financial Management
Indiana
$423K -$16.1K -134 -3%
WSA
1471
Warm Springs Advisors
California
$423K
MWM
1472
Mascagni Wealth Management
Mississippi
$421K
FG
1473
Fairman Group
Pennsylvania
$420K +$30.2K +251 +7%
SSW
1474
Stone Summit Wealth
Florida
$420K -$39.1K -325 -8%
DIA
1475
Dana Investment Advisors
Wisconsin
$420K +$1.92K +16 +0.4%

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.