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iShares S&P 500 Growth ETF

2,015 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 775 increasing their positions, 719 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0602,015 (-45)

8% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.19B)

11% less funds holding in top 10

Funds holding in top 10: 220196 (-24)

Holders
2,015
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
196
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.3M
Puts
$2.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
151
Pinkerton Retirement Specialists
Idaho
$28.9M
QCM
152
Quantinno Capital Management
New York
$28.4M
KL
153
KWMG LLC
Kansas
$28.4M
IWC
154
Integrated Wealth Concepts
Massachusetts
$28.3M
DA
155
Detalus Advisors
Missouri
$28.2M
SFS
156
Security Financial Services
Indiana
$28.1M
VT
157
Vise Technologies
New York
$28M
AMPWP
158
Alvarez & Marsal Private Wealth Partners
Florida
$28M
AWMG
159
ADG Wealth Management Group
Louisiana
$27.8M
MFG
160
Merit Financial Group
Georgia
$27.2M
CFA
161
Cahill Financial Advisors
Minnesota
$27M
WWM
162
Western Wealth Management
Colorado
$26.6M
SFO
163
Stokes Family Office
Louisiana
$26.4M
AWM
164
Avior Wealth Management
Nebraska
$26.1M
CAG
165
Csenge Advisory Group
Florida
$26M
DSA
166
Droms Strauss Advisors
Missouri
$25.7M
HWM
167
Hemming & Wealth Management
Michigan
$25.6M
OWA
168
One Wealth Advisors
California
$25.6M
Charles Schwab
169
Charles Schwab
California
$25.6M
DWM
170
Diversify Wealth Management
Utah
$25.6M
AWM
171
Apollon Wealth Management
South Carolina
$25.5M
TPCW
172
TD Private Client Wealth
New York
$25.5M
PFG
173
PAX Financial Group
Texas
$25.4M
SC
174
Saiph Capital
New Jersey
$25.2M
FHB
175
First Hawaiian Bank
Hawaii
$25.1M