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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
WA
1776
WESPAC Advisors
California
$231K
APW
1777
Aventura Private Wealth
Florida
$230K +$117K +971 +91%
TBFA
1778
Three Bearings Fiduciary Advisors
New Hampshire
$230K
MF
1779
Montis Financial
Massachusetts
$229K +$244K +2,026 New
AWA
1780
Acorn Wealth Advisors
Michigan
$229K -$94.2K -783 -28%
CFO
1781
Cambient Family Office
Michigan
$229K
TP
1782
Tranquility Partners
Tennessee
$227K +$4.57K +38 +2%
PGAM
1783
Princeton Global Asset Management
New Jersey
$227K
NIM
1784
Northeast Investment Management
Massachusetts
$227K
RFN
1785
RDA Financial Network
Iowa
$226K +$39.9K +332 +20%
WRCM
1786
Western Reserve Capital Management
Ohio
$226K
SAS
1787
Stelac Advisory Services
New York
$226K +$241K +2,000 New
DWA
1788
Delos Wealth Advisors
Texas
$225K
IWM
1789
Integris Wealth Management
California
$225K
NAMNJ
1790
NorthStar Asset Management (New Jersey)
New Jersey
$224K -$2.17K -18 -0.9%
EPW
1791
Evolve Private Wealth
California
$224K +$1.92K +16 +0.8%
JIP
1792
Jaffetilchin Investment Partners
Florida
$224K +$120 +1 +0.1%
NFTC
1793
North Forty Two & Co
Oregon
$223K
SWM
1794
SHP Wealth Management
Massachusetts
$223K -$3.25K -27 -1%
AWP
1795
Abacus Wealth Partners
California
$223K +$41K +341 +21%
RFG
1796
REAP Financial Group
Texas
$222K +$9.86K +82 +4%
OPWM
1797
Oregon Pacific Wealth Management
Oregon
$221K -$8.66K -72 -4%
AA
1798
Aire Advisors
California
$221K
FNBOMD
1799
First National Bank of Mount Dora
Florida
$220K
EIA
1800
Edgemoor Investment Advisors
Maryland
$220K -$25.1K -209 -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.