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iShares S&P 500 Growth ETF

2,124 hedge funds and large institutions have $55.1B invested in iShares S&P 500 Growth ETF in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 691 increasing their positions, 791 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,455% more call options, than puts

Call options by funds: $22M | Put options by funds: $1.42M

172% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $45.7B → $55.1B (+$9.32B)

6% more funds holding in top 10

Funds holding in top 10: 198209 (+11)

4% more funds holding

Funds holding: 2,0482,124 (+76)

2.83% less ownership

Funds ownership: 75.01%72.19% (-2.8%)

13% less repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 791

Holders
2,124
Holders Change
+76
Holders Change %
+3.71%
% of All Funds
25.67%
Holding in Top 10
209
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.56%
% of All Funds
2.53%
New
188
Increased
691
Reduced
791
Closed
69
Calls
$22M
Puts
$1.42M
Net Calls
+$20.6M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
1926
Hamilton Point Investment Advisors
North Carolina
$206K
DWM
1927
DWR Wealth Management
California
$206K +$200K +1,516 New
FFA
1928
Florida Financial Advisors
Florida
$205K +$197K +1,491 New
WFA
1929
WJ Financial Advisors
Connecticut
$205K +$196K +1,487 New
PCMF
1930
Private Capital Management (Florida)
Florida
$204K +$196K +1,487 New
BFG
1931
Buttonwood Financial Group
Missouri
$204K +$196K +1,487 New
TFS
1932
Thoroughbred Financial Services
Tennessee
$204K +$196K +1,485 New
DWP
1933
Destiny Wealth Partners
Florida
$204K
PA
1934
Perennial Advisors
New York
$203K +$195K +1,476 New
PWS
1935
Precision Wealth Strategies
Missouri
$203K +$195K +1,473 New
GHI
1936
Gross & Hartman Investments
Pennsylvania
$202K +$194K +1,470 New
SCA
1937
Stonebridge Capital Advisors
Minnesota
$202K +$194K +1,469 New
SFG
1938
Sunburst Financial Group
Alabama
$202K +$194K +1,469 New
SAM
1939
Synergy Asset Management
Washington
$202K +$194K +1,467 New
FNA
1940
First National Advisers
Nebraska
$202K +$194K +1,466 New
AG
1941
AmeriFlex Group
Nevada
$201K +$56.8K +430 +42%
PCMC
1942
Paragon Capital Management (Colorado)
Colorado
$201K +$193K +1,465 New
JSC
1943
Jackson Square Capital
California
$201K +$193K +1,460 New
FWM
1944
FSR Wealth Management
Illinois
$201K -$42.4K -321 -18%
WA
1945
Waddell & Associates
Tennessee
$200K -$81.1K -614 -30%
SHFC
1946
Safe Harbor Family Capital
North Carolina
$200K
ETS
1947
ESL Trust Services
New York
$197K +$185K +1,403 +5,396%
APW
1948
Atlantic Private Wealth
North Carolina
$195K +$264 +2 +0.1%
DF
1949
Downshift Financial
Colorado
$190K +$183K +1,384 New
CH
1950
CDKV Holdings
Colorado
$189K -$52.8K -400 -23%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2026, worth a combined $55.1B — up 20% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new IVW positions and 69 closed out — a net gain of 119 holders — while 691 added to existing stakes and 791 trimmed.

The largest buyer was Bank of America, adding an estimated $135M. The largest seller was Two Sigma Investments, cutting an estimated $165M.

  • 2,124 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2026, up from 2,048 in Q1 2026.
  • Funds reported $55.1B of iShares S&P 500 Growth ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 188 funds opened new iShares S&P 500 Growth ETF positions in Q2 2026 and 69 closed out, a net change of +119 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2026 was Bank of America, an estimated $135M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2026 was Two Sigma Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2026.