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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
SWP
1851
Strategic Wealth Partners
Ohio
$194K -$51.8K -431 -20%
ITIM
1852
Indiana Trust & Investment Management
Indiana
$194K +$31.1K +259 +18%
AA
1853
Addison Advisors
Vermont
$193K +$20.2K +168 +11%
PWM
1854
Proathlete Wealth Management
Florida
$190K -$26.3K -219 -12%
SG
1855
Sankala Group
Colorado
$187K
HI
1856
Hendershot Investments
Virginia
$184K +$120 +1 +0.1%
AGA
1857
Arkos Global Advisors
Texas
$182K -$12.1K -101 -6%
CPBTD
1858
Central Pacific Bank - Trust Division
Hawaii
$179K +$191K +1,585 New
NWM
1859
Nova Wealth Management
Florida
$175K -$10.6K -88 -5%
FPB
1860
First PREMIER Bank
South Dakota
$173K
BCM
1861
Basso Capital Management
Connecticut
$172K
DWP
1862
Destiny Wealth Partners
Florida
$170K +$181K +1,506 New
HPIA
1863
Hamilton Point Investment Advisors
North Carolina
$169K -$24.3K -202 -12%
SHFC
1864
Safe Harbor Family Capital
North Carolina
$164K
TFG
1865
Team Financial Group
California
$160K +$12.1K +101 +8%
APW
1866
Atlantic Private Wealth
North Carolina
$160K -$20.9K -174 -11%
IAS
1867
IMA Advisory Services
Colorado
$159K +$45K +374 +36%
HAP
1868
Harbor Asset Planning
Massachusetts
$153K +$120 +1 +0.1%
EWM
1869
Evermay Wealth Management
Virginia
$151K
CSWG
1870
Cardinal Strategic Wealth Guidance
Kentucky
$150K
CFFP
1871
Center for Financial Planning
Michigan
$149K -$6.13K -51 -4%
RTL
1872
Red Tortoise LLC
Georgia
$149K
GAG
1873
Goodman Advisory Group
Massachusetts
$142K -$106K -885 -41%
TFM
1874
TFC Financial Management
Massachusetts
$141K +$150K +1,246 New
FFA
1875
Frazier Financial Advisors
Ohio
$140K +$57.7K +480 +63%

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.