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iShares S&P 500 Growth ETF

2,038 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, 784 increasing their positions, 727 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

1.16% more ownership

Funds ownership: 73.82%74.98% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 727

1% less funds holding

Funds holding: 2,0662,038 (-28)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.92B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,038
Holders Change
-28
Holders Change %
-1.36%
% of All Funds
25.1%
Holding in Top 10
198
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10%
% of All Funds
2.44%
New
113
Increased
784
Reduced
727
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
WIA
151
World Investment Advisors
California
$29.1M -$32.9M -273,458 -52%
FMC
152
First Merchants Corp
Indiana
$28.9M -$681K -5,664 -2%
PRS
153
Pinkerton Retirement Specialists
Idaho
$28.9M +$2.31M +19,178 +9%
QCM
154
Quantinno Capital Management
New York
$28.4M +$2.61M +21,680 +9%
KL
155
KWMG LLC
Kansas
$28.4M +$809K +6,725 +3%
IWC
156
Integrated Wealth Concepts
Massachusetts
$28.3M +$7.11M +59,109 +31%
DA
157
Detalus Advisors
Missouri
$28.2M +$1.51M +12,542 +5%
SFS
158
Security Financial Services
Indiana
$28.1M +$1.19M +9,908 +4%
VT
159
Vise Technologies
New York
$28M
AMPWP
160
Alvarez & Marsal Private Wealth Partners
Florida
$28M
AWMG
161
ADG Wealth Management Group
Louisiana
$27.8M +$619K +5,147 +2%
MFG
162
Merit Financial Group
Georgia
$27.2M +$441K +3,664 +2%
CFA
163
Cahill Financial Advisors
Minnesota
$27M -$412K -3,422 -1%
WWM
164
Western Wealth Management
Colorado
$26.6M +$2.22M +18,491 +9%
SFO
165
Stokes Family Office
Louisiana
$26.4M -$2.86M -23,788 -9%
AWM
166
Avior Wealth Management
Nebraska
$26.1M +$1.11M +9,190 +4%
CAG
167
Csenge Advisory Group
Florida
$26M -$529K -4,397 -2%
DSA
168
Droms Strauss Advisors
Missouri
$25.7M -$323K -2,683 -1%
HWM
169
Hemming & Wealth Management
Michigan
$25.6M +$5.17M +43,008 +23%
OWA
170
One Wealth Advisors
California
$25.6M +$1.17M +9,732 +4%
Charles Schwab
171
Charles Schwab
California
$25.6M -$1.36M -11,288 -5%
DWM
172
Diversify Wealth Management
Utah
$25.6M +$8.85M +73,584 +59%
AWM
173
Apollon Wealth Management
South Carolina
$25.5M -$6.05M -50,330 -18%
TPCW
174
TD Private Client Wealth
New York
$25.5M -$486K -4,038 -2%
PFG
175
PAX Financial Group
Texas
$25.4M +$2.13M +17,698 +9%