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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
LFG
1526
Larson Financial Group
Missouri
$379K +$30.8K +256 +8%
AA
1527
Advisory Alpha
Michigan
$379K +$26.9K +224 +7%
IWS
1528
Integrity Wealth Solutions
Colorado
$378K +$13.5K +112 +3%
ACA
1529
Ascension Capital Advisors
Texas
$377K +$6.74K +56 +2%
FSWA
1530
Financial Synergies Wealth Advisors
Texas
$377K -$5.89K -49 -1%
Winslow Capital Management
1531
Winslow Capital Management
Minnesota
$376K -$853K -7,091 -68%
HSWM
1532
Hubbell Strickland Wealth Management
Louisiana
$374K -$6.86K -57 -2%
SFS
1533
Stiles Financial Services
Minnesota
$374K
SI
1534
Saxon Interests
Texas
$372K -$2.89K -24 -0.7%
WH
1535
Willner & Heller
California
$372K -$3.01K -25 -0.8%
SFGP
1536
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$369K
BSG
1537
Black Swift Group
Colorado
$368K
TC
1538
Truvestments Capital
Florida
$367K +$120 +1 +0%
KA
1539
KLCM Advisors
Wisconsin
$367K
SFC
1540
Swisher Financial Concepts
Ohio
$367K -$3.37K -28 -0.9%
CPW
1541
Cove Private Wealth
New York
$366K +$390K +3,239 New
SPWM
1542
Schrum Private Wealth Management
Florida
$366K +$120 +1 +0%
AF
1543
Align Financial
Minnesota
$366K -$47.6M -395,756 -99%
SFG
1544
SNS Financial Group
Minnesota
$366K -$1.2K -10 -0.3%
SRWM
1545
Shira Ridge Wealth Management
California
$366K +$10.9K +91 +3%
BPFA
1546
Barnes Pettey Financial Advisors
Mississippi
$365K
FDS
1547
Freedom Day Solutions
Texas
$365K -$3.01K -25 -0.8%
TA
1548
TruWealth Advisors
Louisiana
$364K -$16.4K -136 -4%
NSG
1549
Nalls Sherbakoff Group
Tennessee
$363K
CT
1550
Caldwell Trust
Florida
$363K

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.