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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
CT
1751
Colonial Trust
South Carolina
$242K
AIFS
1752
A&I Financial Services
Colorado
$242K
MFG
1753
Menard Financial Group
Texas
$241K
ACM
1754
Allred Capital Management
Texas
$240K -$9.02K -75 -3%
ICP
1755
Impact Capital Partners
Colorado
$240K
PWP
1756
Perfromance Wealth Partners
Illinois
$240K
MBC
1757
Michael Brady & Co
Ohio
$240K +$241 +2 +0.1%
LNB
1758
Ledyard National Bank
$239K
Chevy Chase Trust
1759
Chevy Chase Trust
Maryland
$238K -$9.62K -80 -4%
DOA
1760
D'Orazio & Associates
Virginia
$238K
BFA
1761
Bragg Financial Advisors
North Carolina
$236K +$251K +2,090 New
AB
1762
ANB Bank
Colorado
$236K -$8.3K -69 -3%
LPT
1763
Legacy Private Trust
Wisconsin
$236K
SFS
1764
Sharp Financial Services
Pennsylvania
$236K -$6.75M -56,091 -96%
Q1WB
1765
Quest 10 Wealth Builders
Virginia
$235K -$18.5K -154 -7%
HVIA
1766
Hudson Valley Investment Advisors
New York
$235K
WA
1767
Waddell & Associates
Tennessee
$234K +$249K +2,071 New
DJYG
1768
David J. Yvars Group
Florida
$234K -$41.5K -345 -14%
CAWM
1769
Capital Advisors Wealth Management
Washington
$233K +$3.61K +30 +1%
KCIC
1770
Kuhn & Co Investment Counsel
Illinois
$232K
HSG
1771
Helen Stephens Group
Texas
$232K +$241 +2 +0.1%
FVWA
1772
Foster Victor Wealth Advisors
South Carolina
$231K -$54.1K -450 -20%
A
1773
Argentarii
Ohio
$231K
HI
1774
Horizon Investments
North Carolina
$231K +$111K +923 +82%
SHF
1775
Stage Harbor Financial
Massachusetts
$231K

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.