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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
SLWM
1551
Stone Loft Wealth Management
Pennsylvania
$330K
GLR
1552
Great Lakes Retirement
Ohio
$329K
VBFP
1553
Valtinson Bruner Financial Planning
Minnesota
$328K
GCM
1554
G2 Capital Management
Ohio
$328K
SWP
1555
Summit Wealth Partners
Florida
$328K
DWM
1556
Drive Wealth Management
Utah
$326K
TCTWM
1557
Three Cord True Wealth Management
Pennsylvania
$324K
WAS
1558
WESPAC Advisors SoCal
California
$324K
SIG
1559
Sargent Investment Group
Maryland
$324K
MKC
1560
M. Kraus & Co
Vermont
$322K
SMC
1561
Smith, Moore & Co
Missouri
$322K
SPIA
1562
Strategic Point Investment Advisors
Rhode Island
$321K
FSA
1563
Financial Services Advisory
Maryland
$321K
CWM
1564
Chemistry Wealth Management
New York
$321K
GWMIA
1565
Global Wealth Management Investment Advisory
Florida
$320K
BMC
1566
Beaton Management Company
Massachusetts
$317K
OBWG
1567
Onyx Bridge Wealth Group
New York
$317K
DIM
1568
Delta Investment Management
California
$317K
SFC
1569
SYM Financial Corp
Indiana
$316K
SWM
1570
Sagace Wealth Management
Florida
$316K
ZIG
1571
Zullo Investment Group
Pennsylvania
$316K
PPW
1572
Presilium Private Wealth
Pennsylvania
$315K
CP
1573
Cornerstone Planning
North Carolina
$315K
MAG
1574
M3 Advisory Group
Massachusetts
$314K
RCG
1575
Regatta Capital Group
California
$314K