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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
EF
1626
Empowered Funds
Pennsylvania
$305K +$324K +2,698 New
EIG
1627
Ellenbecker Investment Group
Wisconsin
$305K +$241 +2 +0.1%
OWA
1628
Octavia Wealth Advisors
Ohio
$304K +$10.1K +84 +3%
WWM
1629
Walser Wealth Management
Florida
$303K +$7.58K +63 +2%
ACA
1630
Aspire Capital Advisors
Washington
$303K +$241 +2 +0.1%
BMWS
1631
Brady Martz Wealth Solutions
North Dakota
$302K +$241 +2 +0.1%
CL
1632
CIM LLC
New York
$301K +$4.21K +35 +1%
CCG
1633
Cypress Capital Group
Florida
$300K
GCA
1634
Genesee Capital Advisors
New York
$300K +$241 +2 +0.1%
CPC
1635
Consolidated Planning Corp
Georgia
$300K -$379K -3,148 -54%
EWA
1636
Etesian Wealth Advisors
Oregon
$299K +$318K +2,640 New
MHB
1637
Midwest Heritage Bank
Iowa
$298K -$116K -968 -27%
UAS
1638
United Asset Strategies
New York
$297K -$5.89K -49 -2%
ESBC
1639
E.S. Barr & Co
Kentucky
$296K -$20.2K -168 -6%
ADL
1640
Asset Dedication LLC
California
$296K +$117K +975 +59%
GA
1641
Gordian Advisors
Arizona
$296K
GGS
1642
Galvin Gaustad & Stein
Arizona
$295K
CFSG
1643
Community Financial Services Group
Vermont
$295K -$12K -100 -4%
FCC
1644
Florin Court Capital
United Kingdom
$294K -$3.1M -25,800 -91%
LSA
1645
L & S Advisors
California
$294K
AWA
1646
Argos Wealth Advisors
California
$294K
CFGA
1647
Cambridge Financial Group (Arizona)
Arizona
$293K
ACA
1648
Atlas Capital Advisors
Wyoming
$292K +$311K +2,584 New
IPAM
1649
Investment Partners Asset Management
New Jersey
$291K
CC
1650
Clearwave Capital
California
$291K +$241 +2 +0.1%

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.