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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
OE
1576
OFS Enterprise
Nebraska
$339K +$361K +2,998 New
CAN
1577
Capital Advisor Network
Indiana
$339K +$360K +2,996 New
WWC
1578
Waypoint Wealth Counsel
Georgia
$339K -$3.08M -25,587 -90%
ML
1579
McAdam LLC
Pennsylvania
$336K +$36.4K +303 +11%
RA
1580
Riverstone Advisors
Texas
$335K +$357K +2,965 New
DJSG
1581
D.J. St. Germain
Massachusetts
$335K -$24.2K -201 -6%
RWB
1582
RMR Wealth Builders
New Jersey
$334K -$5.89K -49 -2%
SLWM
1583
Stone Loft Wealth Management
Pennsylvania
$330K +$120 +1 +0%
GLR
1584
Great Lakes Retirement
Ohio
$329K -$271K -2,251 -44%
VBFP
1585
Valtinson Bruner Financial Planning
Minnesota
$328K +$8.78K +73 +3%
GCM
1586
G2 Capital Management
Ohio
$328K
SWP
1587
Summit Wealth Partners
Florida
$328K +$348K +2,896 New
DWM
1588
Drive Wealth Management
Utah
$326K -$122K -1,012 -26%
TCTWM
1589
Three Cord True Wealth Management
Pennsylvania
$324K
WAS
1590
WESPAC Advisors SoCal
California
$324K +$345K +2,867 New
SIG
1591
Sargent Investment Group
Maryland
$324K +$9.02K +75 +3%
MKC
1592
M. Kraus & Co
Vermont
$322K -$18K -150 -5%
SMC
1593
Smith, Moore & Co
Missouri
$322K +$36.9K +307 +12%
SPIA
1594
Strategic Point Investment Advisors
Rhode Island
$321K
FSA
1595
Financial Services Advisory
Maryland
$321K +$44.3K +368 +15%
CWM
1596
Chemistry Wealth Management
New York
$321K +$42.5K +353 +14%
GWMIA
1597
Global Wealth Management Investment Advisory
Florida
$320K
BMC
1598
Beaton Management Company
Massachusetts
$317K +$87.1K +724 +35%
OBWG
1599
Onyx Bridge Wealth Group
New York
$317K
DIM
1600
Delta Investment Management
California
$317K -$20K -166 -6%

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.