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iShares S&P 500 Growth ETF

2,038 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, 784 increasing their positions, 727 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

1.16% more ownership

Funds ownership: 73.82%74.98% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 727

1% less funds holding

Funds holding: 2,0662,038 (-28)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.92B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,038
Holders Change
-28
Holders Change %
-1.36%
% of All Funds
25.1%
Holding in Top 10
198
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10%
% of All Funds
2.44%
New
113
Increased
784
Reduced
727
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
OAJ
1951
Ogorek Anthony Joseph
New York
$37K -$3.37K -28 -8%
PCA
1952
Providence Capital Advisors
North Carolina
$36.6K
IAAG
1953
Innovative Asset Advisors Group
Connecticut
$36.6K +$39K +324 New
MWPCG
1954
Measured Wealth Private Client Group
New Hampshire
$34.2K +$36.3K +302 New
GG
1955
Gleason Group
Kentucky
$33.7K
GA
1956
GoalVest Advisory
New York
$33K
MFC
1957
Mechanics Financial Corp
Ohio
$32.8K
CAM
1958
Chesapeake Asset Management
New York
$31.2K
MWM
1959
Magnolia Wealth Management
Alabama
$31K +$33K +274 New
BCM
1960
Boreal Capital Management
Florida
$30.5K
EF
1961
Entrust Financial
Pennsylvania
$30.2K
DF
1962
DecisionPoint Financial
Arizona
$30K
CIR
1963
Clear Investment Research
Georgia
$29K -$465K -3,870 -94%
EPIME
1964
Evelyn Partners Investment Management (Europe)
$28.8K -$3.61K -30 -11%
FCMT
1965
Founders Capital Management (Texas)
Texas
$28.6K
TLFA
1966
True Link Financial Advisors
California
$27K -$2.08M -17,315 -99%
NL
1967
NorthAvenue LLC
Ohio
$27K
VWA
1968
Valued Wealth Advisors
Utah
$26.7K
CB
1969
Centennial Bank
Arkansas
$26.5K
MFA
1970
Morling Financial Advisors
California
$26.5K
DCM
1971
Davis Capital Management
Florida
$26.1K
ICCON
1972
Investment Counsel Company of Nevada
Nevada
$25.9K +$27.5K +229 New
AIS
1973
Advocate Investing Services
Maryland
$25.9K +$7.82K +65 +40%
ME
1974
McIlrath & Eck
Washington
$25.7K
HIIFS
1975
Harel Insurance Investments & Financial Services
Israel
$25K