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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
OC
1701
Optima Capital
Oregon
$265K
MFF
1702
Michels Family Financial
Texas
$265K +$241 +2 +0.1%
CWM
1703
Chesapeake Wealth Management
Virginia
$265K -$28.7K -239 -9%
CMAI
1704
Capital Management Associates Inc
Minnesota
$263K +$241 +2 +0.1%
SWM
1705
Shelton Wealth Management
Texas
$263K -$16.7K -139 -6%
NIM
1706
Nicollet Investment Management
Minnesota
$263K +$280K +2,324 New
EA
1707
Everpar Advisors
Oklahoma
$263K -$96.3K -801 -26%
CST
1708
Charles Schwab Trust
Nevada
$262K -$199K -1,655 -42%
AIS
1709
Accredited Investor Services
Minnesota
$261K
RWM
1710
Riverbend Wealth Management
South Carolina
$261K +$15.2K +126 +6%
OC
1711
Opinicus Capital
Florida
$260K -$2.89K -24 -1%
CTFG
1712
Capstone Triton Financial Group
Oklahoma
$260K +$265K +2,200 New
MC
1713
Mathes Company
New York
$260K
TW
1714
Traveka Wealth
California
$260K +$6.98K +58 +3%
CCA
1715
Clarity Capital Advisors
Florida
$260K -$8.42K -70 -3%
MPW
1716
Magnolia Private Wealth
Pennsylvania
$260K +$276K +2,295 New
VAMG
1717
Voisard Asset Management Group
Michigan
$259K
LFA
1718
Longview Financial Advisors
Alabama
$258K +$241 +2 +0.1%
LFS
1719
Legacy Financial Strategies
Kansas
$257K +$7.22K +60 +3%
RCA
1720
Resonant Capital Advisors
Wisconsin
$257K +$120 +1 +0%
PWMA
1721
Pension & Wealth Management Advisors
Massachusetts
$257K +$48.1K +400 +21%
CCM
1722
Crew Capital Management
Ohio
$256K -$10.2K -85 -4%
FFA
1723
Fragasso Financial Advisors
Pennsylvania
$253K +$120 +1 +0%
WA
1724
Walsh & Associates
Florida
$252K -$1.08K -9 -0.4%
MFWP
1725
Mosaic Family Wealth Partners
Missouri
$252K +$268K +2,227 New

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.