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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
CIA
126
Concurrent Investment Advisors
Florida
$41.2M +$2.55M +19,278 +7%
BF
127
BOK Financial
Oklahoma
$41.1M -$595K -4,505 -1%
CAL
128
Capital Analysts LLC
Pennsylvania
$40.9M +$407K +3,082 +1%
BEC
129
Blue Edge Capital
Virginia
$40.8M +$225K +1,701 +0.6%
KPWS
130
Kestra Private Wealth Services
Texas
$40.5M +$3.18M +24,047 +9%
SWP
131
Sagespring Wealth Partners
Tennessee
$40.5M +$769K +5,822 +2%
ANB
132
Amarillo National Bank
Texas
$40.2M -$241K -1,824 -0.6%
SIC
133
Sterling Investment Counsel
New York
$39.6M +$620K +4,694 +2%
EL
134
EQ LLC
Washington
$38.9M +$2.34M +17,751 +7%
BCI
135
Brinker Capital Investments
Pennsylvania
$38.8M -$186K -1,407 -0.5%
MGWM
136
Marks Group Wealth Management
Minnesota
$38.6M +$18.4M +139,214 +98%
PIA
137
Powell Investment Advisors
Florida
$38.4M -$1.41M -10,705 -4%
EL
138
EWA LLC
Pennsylvania
$38.4M -$302K -2,288 -0.8%
GRP
139
Global Retirement Partners
California
$38.3M +$36.8M +278,764 New
LNWTC
140
Laird Norton Wetherby Trust Company
Washington
$37.9M -$6.87K -52 -0%
MWP
141
Meridian Wealth Partners
Pennsylvania
$37.9M +$360K +2,723 +1%
IA
142
IFP Advisors
Florida
$37.1M -$9.66M -73,175 -21%
IC
143
IEQ Capital
California
$36.7M +$325K +2,463 +0.9%
WSFS
144
Wilmington Savings Fund Society
Delaware
$36.6M +$294K +2,223 +0.8%
MCM
145
MV Capital Management
Maryland
$36.3M -$287K -2,171 -0.8%
BCM
146
Brookstone Capital Management
Illinois
$36.3M -$6.44M -48,772 -16%
KL
147
KWMG LLC
Kansas
$36.2M +$1.68M +12,686 +5%
BFPW
148
BOK Financial Private Wealth
Colorado
$35.9M -$615K -4,654 -2%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$35.9M +$304K +2,304 +0.9%
SC
150
Savant Capital
Illinois
$35.9M +$12M +91,214 +55%

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.