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iShares S&P 500 Growth ETF

2,008 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.3M
Puts
$2.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
1501
Hubbell Strickland Wealth Management
Louisiana
$374K
SFS
1502
Stiles Financial Services
Minnesota
$374K
SI
1503
Saxon Interests
Texas
$372K
WH
1504
Willner & Heller
California
$372K
SFGP
1505
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$369K
BSG
1506
Black Swift Group
Colorado
$368K
TC
1507
Truvestments Capital
Florida
$367K
KA
1508
KLCM Advisors
Wisconsin
$367K
SFC
1509
Swisher Financial Concepts
Ohio
$367K
CPW
1510
Cove Private Wealth
New York
$366K
SPWM
1511
Schrum Private Wealth Management
Florida
$366K
AF
1512
Align Financial
Minnesota
$366K
SFG
1513
SNS Financial Group
Minnesota
$366K
SRWM
1514
Shira Ridge Wealth Management
California
$366K
BPFA
1515
Barnes Pettey Financial Advisors
Mississippi
$365K
FDS
1516
Freedom Day Solutions
Texas
$365K
TA
1517
TruWealth Advisors
Louisiana
$364K
CT
1518
Caldwell Trust
Florida
$363K
GC
1519
Grimes & Company
Massachusetts
$362K
PWM
1520
Paulson Wealth Management
Illinois
$362K
RBC
1521
Roble Belko & Company
Pennsylvania
$361K
KFAS
1522
Keating Financial Advisory Services
Kansas
$361K
WCM
1523
Wealthcare Capital Management
Virginia
$360K
MHWM
1524
Montz Harcus Wealth Management
Louisiana
$360K
ZIM
1525
Zacks Investment Management
Illinois
$359K