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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
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%

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.