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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
AFA
1476
AA Financial Advisors
Ohio
$420K +$89.2K +742 +25%
AAG
1477
Armstrong Advisory Group
Massachusetts
$419K
NOI
1478
Newton One Investments
Delaware
$418K
GEA
1479
Glen Eagle Advisors
New Jersey
$418K
NF
1480
Napier Financial
Massachusetts
$417K +$443K +3,686 New
FAT
1481
First American Trust
California
$416K +$25.4K +211 +6%
KA
1482
Klingman & Associates
New York
$415K +$22.7K +189 +5%
MFT
1483
Moisand Fitzgerald Tamayo
Florida
$414K -$1.8K -15 -0.4%
OPF
1484
Old Peak Finance
North Carolina
$413K
GWS
1485
Glassman Wealth Services
Virginia
$412K
LT
1486
Legacy Trust
Michigan
$412K -$4.81K -40 -1%
GAA
1487
Global Assets Advisory
Florida
$411K +$65.4K +544 +16%
WLPWM
1488
Walled Lake Planning & Wealth Management
Illinois
$410K -$11.3K -94 -3%
EI
1489
Ellevest Inc
New York
$408K +$241 +2 +0.1%
VC
1490
Veery Capital
Delaware
$407K +$46.7K +388 +12%
GFG
1491
Genesis Financial Group
New Jersey
$407K
WHG
1492
Westwood Holdings Group
Texas
$406K
CAM
1493
Cozad Asset Management
Illinois
$405K
GJIA
1494
Glass Jacobson Investment Advisors
Maryland
$404K +$1.56K +13 +0.4%
EWA
1495
Emergent Wealth Advisors
New York
$404K -$1.7M -14,140 -80%
HA
1496
HFG Advisors
Ohio
$402K -$73.8K -614 -15%
ACG
1497
Allen Capital Group
Nebraska
$401K +$26.5K +220 +7%
CFAM
1498
Center For Asset Management
Florida
$400K -$7.82K -65 -2%
ACM
1499
Aurdan Capital Management
Pennsylvania
$399K
KHC
1500
Koesten Hirschmann & Crabtree
Kansas
$399K -$57.7K -480 -12%

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.