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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
DPW
1801
DiNuzzo Private Wealth
Pennsylvania
$219K
EGA
1802
E&G Advisors
Texas
$219K +$12K +100 +5%
DFC
1803
DB Fitzpatrick & Co
Idaho
$219K -$11.5K -96 -5%
FBFS
1804
First Business Financial Services
Wisconsin
$219K
WG
1805
Wellington Group
Indiana
$219K +$193K +1,605 +489%
WIC
1806
Willis Investment Counsel
Georgia
$218K
PAW
1807
Plan A Wealth
Nebraska
$217K
IW
1808
Imprint Wealth
South Carolina
$217K
CCC
1809
Compass Capital Corp
Massachusetts
$215K +$193K +1,603 New
BDF
1810
Black Diamond Financial
Maryland
$215K +$229K +1,901 New
KI
1811
KTF Investments
California
$215K -$12K -100 -5%
FAG
1812
Fortitude Advisory Group
Washington
$215K
ZBNA
1813
Zions Bancorporation, National Association
Utah
$214K
JWM
1814
Jacksonville Wealth Management
Florida
$214K +$227K +1,890 New
APW
1815
Axim Planning & Wealth
Ohio
$214K -$3.97K -33 -2%
TFP
1816
TrueWealth Financial Partners
Washington
$213K +$226K +1,883 New
MFPI
1817
Midwest Financial Partners Investments
Minnesota
$213K
PPWP
1818
Premier Path Wealth Partners
New Jersey
$213K
CAM
1819
Covenant Asset Management
New Jersey
$211K
IWM
1820
Inlight Wealth Management
Georgia
$211K
IP
1821
Ignite Planners
California
$210K -$10.6K -88 -5%
WTA
1822
Washington Trust Advisors
Massachusetts
$210K
IWA
1823
Independent Wealth Advisors
North Carolina
$210K +$223K +1,852 New
RWM
1824
Rockline Wealth Management
New York
$208K
IC
1825
Inscription Capital
Texas
$208K +$241 +2 +0.1%

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.