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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
M
1901
MOTCO
Texas
$104K
SC
1902
SouthState Corp
Florida
$104K -$15.4K -128 -12%
RF
1903
RetireMitten Financial
Michigan
$103K +$110K +914 New
FF
1904
Frankly Finances
Florida
$103K
MMCM
1905
Murphy & Mullick Capital Management
New York
$100K
HPWM
1906
High Point Wealth Management
New Jersey
$98.9K +$120 +1 +0.1%
BL
1907
Balentine LLC
Georgia
$98.9K
HI
1908
Hoey Investments
Pennsylvania
$97.8K
ANBT
1909
American National Bank & Trust
Texas
$96.6K
TAR
1910
Trask Adam Roland
$96.1K +$102K +850 New
BCCM
1911
Black Cypress Capital Management
Florida
$94.8K
AIA
1912
Armor Investment Advisors
North Carolina
$94.8K
WPA
1913
Wealth Preservation Advisors
Tennessee
$91.1K -$444K -3,688 -82%
CF
1914
Collier Financial
Colorado
$88.4K +$120 +1 +0.1%
BA
1915
Ballast Advisors
Minnesota
$87.5K -$7.7K -64 -8%
BFP
1916
Birchwood Financial Partners
Minnesota
$84K -$2.17K -18 -2%
SRCM
1917
Signature Resources Capital Management
California
$82.2K
CSB
1918
City State Bank
Iowa
$82.1K +$14.4K +120 +20%
NWMP
1919
Noble Wealth Management PBC
Colorado
$82K
AP
1920
Aspect Partners
Virginia
$81.4K
SMBT
1921
Southern Michigan Bank & Trust
Michigan
$80.8K +$85.9K +714 New
TCM
1922
Tradewinds Capital Management
Washington
$80.1K
POIA
1923
Pin Oak Investment Advisors
Texas
$80K
HWA
1924
HHM Wealth Advisors
Tennessee
$77.9K
MIFH
1925
Migdal Insurance & Financial Holdings
Israel
$75.1K +$79.9K +664 New

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.