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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
Barclays
1926
Barclays
United Kingdom
$73.5K +$78.2K +650 New
Lazard Asset Management
1927
Lazard Asset Management
New York
$72.4K
WIM
1928
Westside Investment Management
California
$71.3K +$9.02K +75 +14%
IWP
1929
IAG Wealth Partners
Wisconsin
$70.7K
FC
1930
Financial Consulate
Maryland
$69.3K +$28.4K +236 +63%
CICI
1931
Capital Investment Counsel Inc
North Carolina
$69.2K
CC
1932
Corsicana & Co
Texas
$68.3K
SWA
1933
Strategic Wealth Advisors
Arizona
$68K
FLP
1934
Financial Life Planners
Arizona
$66.9K +$71.1K +591 New
RF
1935
Roxbury Financial
New Jersey
$65.8K
CCM
1936
Chilton Capital Management
Texas
$65.2K
HWM
1937
HighMark Wealth Management
Minnesota
$64.4K +$10.8K +90 +19%
GK
1938
Graney & King
New York
$64.2K -$1.08K -9 -2%
KA
1939
Kozak & Associates
Colorado
$62K
ATC
1940
Adirondack Trust Company
New York
$60.7K
GCM
1941
Gunpowder Capital Management
Maryland
$60.6K
IBOK
1942
Independence Bank of Kentucky
Kentucky
$59.4K
CW
1943
Curio Wealth
Maryland
$58.7K
TCM
1944
TD Capital Management
Tennessee
$56.8K +$60.4K +502 New
TWD
1945
True Wealth Design
Ohio
$56.7K
WCAMG
1946
Woodard & Company Asset Management Group
North Carolina
$55.6K +$59.2K +492 New
FCG
1947
Financial Connections Group
California
$55K +$13.2K +110 +29%
NRG
1948
Nemes Rush Group
Michigan
$54.8K -$39.7K -330 -40%
BLC
1949
Brown, Lisle/Cummings
Rhode Island
$52K
CMBA
1950
C.M. Bidwell & Associates
Hawaii
$51.1K

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.