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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
GC
1551
Grimes & Company
Massachusetts
$362K +$361 +3 +0.1%
PWM
1552
Paulson Wealth Management
Illinois
$362K
RBC
1553
Roble Belko & Company
Pennsylvania
$361K
KFAS
1554
Keating Financial Advisory Services
Kansas
$361K +$98.5K +819 +35%
WCM
1555
Wealthcare Capital Management
Virginia
$360K
MHWM
1556
Montz Harcus Wealth Management
Louisiana
$360K +$241 +2 +0.1%
ZIM
1557
Zacks Investment Management
Illinois
$359K +$175K +1,456 +85%
SAMT
1558
Select Asset Management & Trust
Pennsylvania
$358K -$60.6K -504 -14%
LRIA
1559
Leonard Rickey Investment Advisors
Washington
$358K
CTA
1560
Colonial Trust Advisors
South Carolina
$355K
PWP
1561
Prasad Wealth Partners
Ohio
$353K -$11.2K -93 -3%
CFG
1562
Compass Financial Group
Ohio
$353K -$50.9K -423 -12%
SFAM
1563
Sawyer Falduto Asset Management
Illinois
$352K
CTC
1564
Corundum Trust Company
South Dakota
$352K +$374K +3,110 New
GFPC
1565
Global Financial Private Client
Florida
$348K +$28.3K +235 +8%
FFG
1566
Forum Finance Group
$345K +$449K +3,733 New
TA
1567
TPG Advisors
Illinois
$344K
AWM
1568
Affinity Wealth Management
Delaware
$344K -$32.7K -272 -8%
BBA
1569
BLB&B Advisors
Pennsylvania
$342K +$63.3K +526 +21%
CWM
1570
Core Wealth Management
Florida
$341K
RCP
1571
Roan Capital Partners
Tennessee
$341K +$362K +3,014 New
SC
1572
Steph & Co
Wisconsin
$340K
VDC
1573
Van Diest Capital
Iowa
$340K -$15.8K -131 -4%
BHPW
1574
Beverly Hills Private Wealth
California
$340K -$4.45K -37 -1%
1W
1575
1776 Wealth
Georgia
$339K

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.