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iShares S&P 500 Growth ETF

2,038 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, 784 increasing their positions, 727 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

1.16% more ownership

Funds ownership: 73.82%74.98% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 727

1% less funds holding

Funds holding: 2,0662,038 (-28)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.92B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,038
Holders Change
-28
Holders Change %
-1.36%
% of All Funds
25.1%
Holding in Top 10
198
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10%
% of All Funds
2.44%
New
113
Increased
784
Reduced
727
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
BEC
126
Blue Edge Capital
Virginia
$33.4M +$1.15M +9,583 +3%
CAL
127
Capital Analysts LLC
Pennsylvania
$33.4M +$1.74M +14,467 +5%
ANB
128
Amarillo National Bank
Texas
$33.3M -$1.35M -11,201 -4%
PIA
129
Powell Investment Advisors
Florida
$32.8M +$18K +150 +0.1%
SWP
130
Sagespring Wealth Partners
Tennessee
$32.6M -$2.57M -21,348 -7%
IA
131
Integrity Alliance
Iowa
$32.6M +$2.58M +21,451 +8%
BCI
132
Brinker Capital Investments
Pennsylvania
$32M -$4.03M -33,504 -11%
SIC
133
Sterling Investment Counsel
New York
$32M -$808K -6,720 -2%
EL
134
EWA LLC
Pennsylvania
$31.8M +$2.22M +18,495 +7%
CIA
135
Concurrent Investment Advisors
Florida
$31.7M -$20.8M -172,653 -38%
AC
136
AlphaCore Capital
California
$31.6M -$2.39M -19,863 -7%
LNWTC
137
Laird Norton Wetherby Trust Company
Washington
$31.2M -$3.85K -32 -0%
MWP
138
Meridian Wealth Partners
Pennsylvania
$30.8M +$1.57M +13,059 +5%
SVCP
139
Silicon Valley Capital Partners
California
$30.7M -$217K -1,807 -0.7%
KPWS
140
Kestra Private Wealth Services
Texas
$30.6M +$2.43M +20,171 +8%
MCM
141
MV Capital Management
Maryland
$30.1M -$3.02M -25,089 -9%
LWM
142
Liberty Wealth Management
California
$30.1M +$773K +6,427 +2%
BFPW
143
BOK Financial Private Wealth
Colorado
$30.1M -$872K -7,252 -3%
SW
144
SteelPeak Wealth
California
$30M -$1.79M -14,851 -5%
EL
145
EQ LLC
Washington
$30M +$2.93M +24,376 +10%
IC
146
IEQ Capital
California
$29.9M +$391K +3,249 +1%
WSFS
147
Wilmington Savings Fund Society
Delaware
$29.8M +$19.5K +162 +0.1%
PFA
148
Pettinga Financial Advisors
Indiana
$29.7M +$758K +6,299 +2%
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$29.6M -$478K -3,977 -1%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$29.3M +$1.11M +9,248 +4%