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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
SFC
1601
SYM Financial Corp
Indiana
$316K -$6.62K -55 -2%
SWM
1602
Sagace Wealth Management
Florida
$316K
ZIG
1603
Zullo Investment Group
Pennsylvania
$316K +$481 +4 +0.1%
PPW
1604
Presilium Private Wealth
Pennsylvania
$315K
CP
1605
Cornerstone Planning
North Carolina
$315K
MAG
1606
M3 Advisory Group
Massachusetts
$314K
RCG
1607
Regatta Capital Group
California
$314K +$1.2K +10 +0.4%
PWPS
1608
Pinnacle Wealth Planning Services
Ohio
$314K
MWM
1609
Mascoma Wealth Management
New Hampshire
$313K +$17.4K +145 +6%
SAM
1610
SP Asset Management
California
$312K +$241 +2 +0.1%
MAG
1611
MRA Advisory Group
New Jersey
$311K +$120 +1 +0%
Allspring Global Investments
1612
Allspring Global Investments
North Carolina
$311K +$310K +2,581 +1,912%
QC
1613
Quent Capital
New York
$310K -$1.56K -13 -0.5%
PSA
1614
Plum Street Advisors
Louisiana
$310K
PSIWM
1615
Paradigm Strategies in Wealth Management
Minnesota
$309K
MWM
1616
Melfa Wealth Management
Massachusetts
$308K
KCM
1617
Kennicott Capital Management
California
$308K
GFP
1618
Guardian Financial Partners
California
$308K +$120 +1 +0%
SFS
1619
Strategic Financial Services
New York
$308K +$327K +2,720 New
KCPG
1620
Kavar Capital Partners Group
Kansas
$307K
LWM
1621
LJI Wealth Management
Indiana
$307K +$3.01K +25 +0.9%
BC
1622
Burney Company
Virginia
$307K -$211K -1,752 -39%
Wealthfront Advisers
1623
Wealthfront Advisers
California
$306K -$29.2K -243 -8%
JCM
1624
Jag Capital Management
Missouri
$306K
RIM
1625
Rockbridge Investment Management
New York
$306K -$4.57K -38 -1%

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.