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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
SWG
1726
Summit Wealth Group
Vermont
$251K
B
1727
Bayban
Minnesota
$250K -$9.86K -82 -4%
CWM
1728
Cordatus Wealth Management
Pennsylvania
$249K
JF
1729
JSF Financial
California
$248K +$120 +1 +0%
EAP
1730
Elevation Advisory Partners
Florida
$247K +$237K +1,971 New
SC
1731
Schoolcraft Capital
Colorado
$247K
FBT
1732
First Bank & Trust
South Dakota
$247K
FA
1733
FSA Advisors
Michigan
$246K +$262K +2,178 New
TCP
1734
TMB Capital Partners
Arkansas
$246K -$92.1K -766 -26%
GCP
1735
Guardian Capital (Pennsylvania)
Pennsylvania
$246K -$124K -1,033 -32%
FA
1736
Fortis Advisors
Pennsylvania
$246K
AFGAS
1737
Allegiance Financial Group Advisory Services
Virginia
$246K
WFC
1738
Western Financial Corp
California
$245K -$1.8K -15 -0.7%
1WM
1739
1900 Wealth Management
Texas
$245K
BSB
1740
Bangor Savings Bank
Maine
$245K -$241 -2 -0.1%
GWANC
1741
Guardian Wealth Advisors (North Carolina)
North Carolina
$245K +$3.97K +33 +2%
MCFP
1742
Mallini Complete Financial Planning
Florida
$245K
PFA
1743
Portland Financial Advisors
New York
$245K
JJBC
1744
James J. Burns & Company
New York
$244K -$21.6K -180 -8%
GCA
1745
Greenwood Capital Associates
South Carolina
$244K
SGK
1746
Steigerwald Gordon & Koch
Virginia
$243K
CWM
1747
CarsonAllaria Wealth Management
Illinois
$243K +$8.3K +69 +3%
HI
1748
Human Investing
Oregon
$243K -$5.29K -44 -2%
SEP
1749
Signature Equity Partners
Ohio
$243K -$10.5K -87 -4%
VWA
1750
VSM Wealth Advisory
Maryland
$243K +$23.6K +196 +10%

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.