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iShares S&P 500 Growth ETF

2,008 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 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 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: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
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
VT
156
Vise Technologies
New York
$28M
AMPWP
157
Alvarez & Marsal Private Wealth Partners
Florida
$28M
AWMG
158
ADG Wealth Management Group
Louisiana
$27.8M
MFG
159
Merit Financial Group
Georgia
$27.2M
CFA
160
Cahill Financial Advisors
Minnesota
$27M
WWM
161
Western Wealth Management
Colorado
$26.6M
SFO
162
Stokes Family Office
Louisiana
$26.4M
AWM
163
Avior Wealth Management
Nebraska
$26.1M
CAG
164
Csenge Advisory Group
Florida
$26M
DSA
165
Droms Strauss Advisors
Missouri
$25.7M
HWM
166
Hemming & Wealth Management
Michigan
$25.6M
OWA
167
One Wealth Advisors
California
$25.6M
Charles Schwab
168
Charles Schwab
California
$25.6M
DWM
169
Diversify Wealth Management
Utah
$25.6M
AWM
170
Apollon Wealth Management
South Carolina
$25.5M
TPCW
171
TD Private Client Wealth
New York
$25.5M
PFG
172
PAX Financial Group
Texas
$25.4M
SC
173
Saiph Capital
New Jersey
$25.2M
FHB
174
First Hawaiian Bank
Hawaii
$25.1M
Financial Engines Advisors
175
Financial Engines Advisors
California
$25M