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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
EFG
1676
Ethos Financial Group
Pennsylvania
$279K -$255K -2,124 -45%
OCWP
1677
Owl Creek Wealth Partners
Colorado
$278K +$296K +2,461 New
SAFS
1678
S&A Financial Services
Kansas
$278K +$296K +2,460 New
PCM
1679
Parsons Capital Management
Rhode Island
$277K +$5.77K +48 +2%
UF
1680
Univest Financial
Pennsylvania
$275K -$132K -1,099 -31%
CWP
1681
Curated Wealth Partners
California
$275K -$263K -2,190 -47%
PTP
1682
Platform Technology Partners
New York
$275K +$47K +391 +19%
SFG
1683
SevenBridge Financial Group
Pennsylvania
$275K
WAG
1684
Windsor Advisory Group
Ohio
$274K
GC
1685
Guidance Capital
Kentucky
$273K
CM
1686
Columbus Macro
Pennsylvania
$273K
EMC
1687
Everest Management Corp
California
$272K
RMC
1688
Resources Management Corp
Connecticut
$272K -$14.6K -121 -5%
MAM
1689
Montchanin Asset Management
Delaware
$271K +$289K +2,400 New
TNA
1690
True North Advisors
Texas
$271K -$88.8K -738 -24%
PFA
1691
Professional Financial Advisors
Nebraska
$269K -$2.65K -22 -0.9%
FPCG
1692
Forum Private Client Group
Indiana
$269K -$82.3K -684 -22%
FA
1693
Fermata Advisors
California
$268K -$29.6K -246 -9%
FCIM
1694
Fairview Capital Investment Management
California
$268K -$3.01K -25 -1%
WPW
1695
Waldron Private Wealth
Pennsylvania
$267K +$47.6K +396 +20%
WWA
1696
Wingate Wealth Advisors
Massachusetts
$267K -$15.5K -129 -5%
HFS
1697
Hantz Financial Services
Michigan
$266K +$113K +941 +67%
GWS
1698
Greykasell Wealth Strategies
California
$265K
Jennison Associates
1699
Jennison Associates
New York
$265K -$112K -934 -29%
SF
1700
Seros Financial
Arizona
$265K -$314K -2,613 -53%

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.