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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
BW
1876
Basepoint Wealth
Iowa
$137K -$44K -366 -23%
WWM
1877
Wolff Wiese Magana
California
$136K -$7.1K -59 -5%
KFP
1878
Kerr Financial Planning
California
$135K +$120 +1 +0.1%
BTD
1879
BankPlus Trust Department
Mississippi
$135K
CT
1880
Clearstead Trust
Maine
$132K
PWM
1881
Peck Wealth Management
New York
$127K
BHWM
1882
Beaird Harris Wealth Management
Texas
$126K -$66.1K -550 -33%
IIL
1883
Insight Inv LLC
California
$126K
YAL
1884
Your Advocates Ltd
Texas
$126K +$134K +1,111 New
RG
1885
RHL Group
Michigan
$125K -$967K -8,039 -88%
MAS
1886
MPWM Advisory Solutions
Georgia
$124K
WBC
1887
West Branch Capital
Massachusetts
$123K +$120 +1 +0.1%
MIA
1888
Milestone Investment Advisors
Wisconsin
$122K
RIA
1889
Realta Investment Advisors
Delaware
$120K +$4.57K +38 +4%
BC
1890
Bulwark Capital
Florida
$118K
AG
1891
AmeriFlex Group
Nevada
$117K
HC
1892
Hoese & Co
Minnesota
$117K
PAI
1893
Pittenger & Anderson Inc
Nebraska
$116K +$7.46K +62 +6%
RFA
1894
Register Financial Advisors
Georgia
$116K
AIM
1895
Anchor Investment Management
South Carolina
$114K +$120 +1 +0.1%
JFG
1896
JDM Financial Group
Texas
$113K
HIW
1897
Holos Integrated Wealth
Pennsylvania
$111K
TAM
1898
Townsend Asset Management
North Carolina
$107K
RP
1899
Rice Partnership
Hawaii
$106K +$26.2K +218 +30%
GWM
1900
Gilpin Wealth Management
Colorado
$106K -$1.32K -11 -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.