We are live on ! Find out more
IVW icon

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
FI
1501
Financial Insights
Washington
$399K -$119K -991 -22%
ATWA
1502
Arbor Trust Wealth Advisors
Michigan
$397K +$361 +3 +0.1%
PIFP
1503
Partners in Financial Planning
Virginia
$397K -$10.6K -88 -2%
TRIA
1504
Trail Ridge Investment Advisors
Colorado
$396K -$39.4K -328 -9%
6SA
1505
6th Street Advisors
Alabama
$395K +$420K +3,488 New
RWM
1506
Ritholtz Wealth Management
New York
$394K +$17.4K +145 +4%
NFA
1507
Northwest Financial Advisors
Virginia
$394K
CWA
1508
Crux Wealth Advisors
California
$393K -$417K -3,464 -50%
AFG
1509
Allegheny Financial Group
Pennsylvania
$391K
EIP
1510
Essential Investment Partners
Colorado
$390K
SFA
1511
Salus Financial Advisors
Colorado
$389K
HFO
1512
Heritage Family Offices
Arizona
$388K +$56.5K +470 +16%
PIM
1513
Pullen Investment Management
Florida
$388K
AFA
1514
Allium Financial Advisors
Oregon
$388K -$17.1K -142 -4%
WPP
1515
Whalerock Point Partners
Rhode Island
$388K +$93.8K +780 +29%
SFWA
1516
Summit Financial Wealth Advisors
Louisiana
$387K
ISL
1517
Ingalls & Snyder LLC
New York
$386K
NS
1518
NBC Securities
Alabama
$385K
PRP
1519
Peak Retirement Planning
Ohio
$385K +$22.3K +185 +6%
PGA
1520
Portland Global Advisors
Maine
$384K
PFA
1521
Petra Financial Advisors
Colorado
$383K
1WA
1522
180 Wealth Advisors
Washington
$382K +$57.9K +481 +17%
BAG
1523
Bauman Advisory Group
Nevada
$381K -$3.61K -30 -0.9%
DF
1524
Dunhill Financial
United Kingdom
$381K -$18.3K -152 -4%
MC
1525
Moors & Cabot
Massachusetts
$379K +$146K +1,211 +56%

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.