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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
SAMT
1526
Select Asset Management & Trust
Pennsylvania
$358K
LRIA
1527
Leonard Rickey Investment Advisors
Washington
$358K
CTA
1528
Colonial Trust Advisors
South Carolina
$355K
PWP
1529
Prasad Wealth Partners
Ohio
$353K
CFG
1530
Compass Financial Group
Ohio
$353K
SFAM
1531
Sawyer Falduto Asset Management
Illinois
$352K
CTC
1532
Corundum Trust Company
South Dakota
$352K
GFPC
1533
Global Financial Private Client
Florida
$348K
FFG
1534
Forum Finance Group
$345K
TA
1535
TPG Advisors
Illinois
$344K
AWM
1536
Affinity Wealth Management
Delaware
$344K
BBA
1537
BLB&B Advisors
Pennsylvania
$342K
CWM
1538
Core Wealth Management
Florida
$341K
RCP
1539
Roan Capital Partners
Tennessee
$341K
SC
1540
Steph & Co
Wisconsin
$340K
VDC
1541
Van Diest Capital
Iowa
$340K
BHPW
1542
Beverly Hills Private Wealth
California
$340K
1W
1543
1776 Wealth
Georgia
$339K
OE
1544
OFS Enterprise
Nebraska
$339K
CAN
1545
Capital Advisor Network
Indiana
$339K
WWC
1546
Waypoint Wealth Counsel
Georgia
$339K
ML
1547
McAdam LLC
Pennsylvania
$336K
RA
1548
Riverstone Advisors
Texas
$335K
DJSG
1549
D.J. St. Germain
Massachusetts
$335K
RWB
1550
RMR Wealth Builders
New Jersey
$334K