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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
SA
1651
SAM Advisors
California
$290K
FC
1652
Financial Council
Maryland
$290K +$308K +2,564 New
BCP
1653
Blue Chip Partners
Michigan
$289K -$71.8K -597 -19%
DTC
1654
Davidson Trust Company
Washington
$289K
HG
1655
Harbor Group
New Hampshire
$289K +$2.04K +17 +0.7%
SA
1656
Stewardship Advisors
Pennsylvania
$289K +$70.6K +587 +30%
HWMG
1657
Hurlow Wealth Management Group
Indiana
$289K
WF
1658
WoodTrust Financial
Wisconsin
$288K
FFA
1659
Founders Financial Alliance
North Carolina
$287K +$20.6K +171 +7%
OFS
1660
OneAscent Financial Services
Alabama
$285K +$36.2K +301 +14%
EFA
1661
Evernest Financial Advisors
Indiana
$285K
MPI
1662
Mairs & Power Inc
Minnesota
$284K
MW
1663
Marble Wealth
Alabama
$283K +$241 +2 +0.1%
AWM
1664
Avaii Wealth Management
Wisconsin
$283K +$9.74K +81 +3%
VPWA
1665
Vestia Personal Wealth Advisors
Indiana
$283K
TPW
1666
Talon Private Wealth
Florida
$283K +$301K +2,499 New
DSC
1667
Duncker Streett & Co
Missouri
$282K +$120 +1 +0%
MIP
1668
Marietta Investment Partners
Wisconsin
$281K
ZIG
1669
Zuckerman Investment Group
Illinois
$281K
PCM
1670
Palouse Capital Management
Washington
$281K
WIP
1671
WealthCare Investment Partners
Rhode Island
$280K +$241 +2 +0.1%
CASB
1672
Cape Ann Savings Bank
Massachusetts
$280K
CWM
1673
ClientFirst Wealth Management
Arkansas
$280K
TGAM
1674
TBH Global Asset Management
Tennessee
$279K -$4.84M -40,270 -94%
NL
1675
Navalign LLC
California
$279K

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.