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iShares S&P 500 Growth ETF

2,008 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.3M
Puts
$2.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
1826
Team Financial Group
California
$160K
APW
1827
Atlantic Private Wealth
North Carolina
$160K
IAS
1828
IMA Advisory Services
Colorado
$159K
HAP
1829
Harbor Asset Planning
Massachusetts
$153K
EWM
1830
Evermay Wealth Management
Virginia
$151K
CSWG
1831
Cardinal Strategic Wealth Guidance
Kentucky
$150K
CFFP
1832
Center for Financial Planning
Michigan
$149K
RTL
1833
Red Tortoise LLC
Georgia
$149K
GAG
1834
Goodman Advisory Group
Massachusetts
$142K
TFM
1835
TFC Financial Management
Massachusetts
$141K
FFA
1836
Frazier Financial Advisors
Ohio
$140K
BW
1837
Basepoint Wealth
Iowa
$137K
WWM
1838
Wolff Wiese Magana
California
$136K
KFP
1839
Kerr Financial Planning
California
$135K
BTD
1840
BankPlus Trust Department
Mississippi
$135K
CT
1841
Clearstead Trust
Maine
$132K
PWM
1842
Peck Wealth Management
New York
$127K
BHWM
1843
Beaird Harris Wealth Management
Texas
$126K
IIL
1844
Insight Inv LLC
California
$126K
YAL
1845
Your Advocates Ltd
Texas
$126K
RG
1846
RHL Group
Michigan
$125K
MAS
1847
MPWM Advisory Solutions
Georgia
$124K
WBC
1848
West Branch Capital
Massachusetts
$123K
MIA
1849
Milestone Investment Advisors
Wisconsin
$122K
RIA
1850
Realta Investment Advisors
Delaware
$120K