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iShares S&P 500 Growth ETF

2,124 hedge funds and large institutions have $55.1B invested in iShares S&P 500 Growth ETF in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 691 increasing their positions, 791 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,455% more call options, than puts

Call options by funds: $22M | Put options by funds: $1.42M

172% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $45.7B → $55.1B (+$9.32B)

6% more funds holding in top 10

Funds holding in top 10: 198209 (+11)

4% more funds holding

Funds holding: 2,0482,124 (+76)

2.83% less ownership

Funds ownership: 75.01%72.19% (-2.8%)

13% less repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 791

Holders
2,124
Holders Change
+76
Holders Change %
+3.71%
% of All Funds
25.67%
Holding in Top 10
209
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.56%
% of All Funds
2.53%
New
188
Increased
691
Reduced
791
Closed
69
Calls
$22M
Puts
$1.42M
Net Calls
+$20.6M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
151
Horst & Graben Wealth Management
Oregon
$35.9M -$62.7K -475 -0.2%
AF
152
Allworth Financial
California
$35.9M -$33.8M -255,896 -50%
AC
153
AlphaCore Capital
California
$35.5M -$2.84M -21,478 -8%
SW
154
SteelPeak Wealth
California
$35.4M -$1.07M -8,069 -3%
FMC
155
First Merchants Corp
Indiana
$35.3M +$167K +1,266 +0.5%
QCM
156
Quantinno Capital Management
New York
$35.3M +$711K +5,381 +2%
PFA
157
Pettinga Financial Advisors
Indiana
$35.1M -$953K -7,220 -3%
AMPWP
158
Alvarez & Marsal Private Wealth Partners
Florida
$35.1M +$1M +7,600 +3%
DA
159
Detalus Advisors
Missouri
$34.8M +$564K +4,272 +2%
SL
160
SWMG LLC
Texas
$34.8M +$4.8M +36,326 +17%
FMWA
161
Forvis Mazars Wealth Advisors
Missouri
$34.7M -$1.31M -9,945 -4%
AWMG
162
ADG Wealth Management Group
Louisiana
$33.1M -$643K -4,872 -2%
SFS
163
Security Financial Services
Indiana
$33M -$1.14M -8,653 -3%
AWM
164
Avior Wealth Management
Nebraska
$32.9M +$1.12M +8,509 +4%
MFG
165
Merit Financial Group
Georgia
$32.5M -$490K -3,710 -2%
CFA
166
Cahill Financial Advisors
Minnesota
$32.3M -$600K -4,542 -2%
PFG
167
PAX Financial Group
Texas
$32.1M +$1.2M +9,074 +4%
WWM
168
Western Wealth Management
Colorado
$32.1M -$300K -2,269 -1%
PWA
169
Physician Wealth Advisors
Utah
$31.7M +$2.56M +19,352 +9%
OWA
170
One Wealth Advisors
California
$31.4M +$213K +1,614 +0.7%
WIA
171
World Investment Advisors
California
$31.3M -$342K -2,591 -1%
CAG
172
Csenge Advisory Group
Florida
$31.3M -$364K -2,759 -1%
DSA
173
Droms Strauss Advisors
Missouri
$31.2M -$95.9K -726 -0.3%
SC
174
Saiph Capital
New Jersey
$30.8M +$139K +1,051 +0.5%
HWM
175
Hemming & Wealth Management
Michigan
$30.3M -$840K -6,362 -3%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2026, worth a combined $55.1B — up 20% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new IVW positions and 69 closed out — a net gain of 119 holders — while 691 added to existing stakes and 791 trimmed.

The largest buyer was Bank of America, adding an estimated $135M. The largest seller was Two Sigma Investments, cutting an estimated $165M.

  • 2,124 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2026, up from 2,048 in Q1 2026.
  • Funds reported $55.1B of iShares S&P 500 Growth ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 188 funds opened new iShares S&P 500 Growth ETF positions in Q2 2026 and 69 closed out, a net change of +119 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2026 was Bank of America, an estimated $135M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2026 was Two Sigma Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2026.