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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
OHWP
1951
Oak Harbor Wealth Partners
North Carolina
$50.3K
AIC
1952
Archer Investment Corporation
Indiana
$46.4K
FNWA
1953
Financial Network Wealth Advisors
Utah
$46K +$21.9K +182 +81%
MDCM
1954
Morgan Dempsey Capital Management
Wisconsin
$45.2K
AIM
1955
Arcadia Investment Management
Michigan
$43.5K -$54.1K -450 -54%
TWM
1956
TopTier Wealth Management
Wisconsin
$43.2K +$45.9K +382 New
CWM
1957
Copia Wealth Management
Oregon
$41.6K +$8.18K +68 +23%
BAM
1958
Bellevue Asset Management
Washington
$40.4K
PP
1959
PFS Partners
New Jersey
$38.2K +$120 +1 +0.3%
DWM
1960
Darwin Wealth Management
Florida
$38K -$6.37K -53 -14%
OAJ
1961
Ogorek Anthony Joseph
New York
$37K -$3.37K -28 -8%
PCA
1962
Providence Capital Advisors
North Carolina
$36.6K
IAAG
1963
Innovative Asset Advisors Group
Connecticut
$36.6K +$39K +324 New
MWPCG
1964
Measured Wealth Private Client Group
New Hampshire
$34.2K +$36.3K +302 New
GG
1965
Gleason Group
Kentucky
$33.7K
GA
1966
GoalVest Advisory
New York
$33K
MFC
1967
Mechanics Financial Corp
Ohio
$32.8K
CAM
1968
Chesapeake Asset Management
New York
$31.2K
MWM
1969
Magnolia Wealth Management
Alabama
$31K +$33K +274 New
BCM
1970
Boreal Capital Management
Florida
$30.5K
EF
1971
Entrust Financial
Pennsylvania
$30.2K
DF
1972
DecisionPoint Financial
Arizona
$30K
CIR
1973
Clear Investment Research
Georgia
$29K -$465K -3,870 -94%
EPIME
1974
Evelyn Partners Investment Management (Europe)
$28.8K -$3.61K -30 -11%
FCMT
1975
Founders Capital Management (Texas)
Texas
$28.6K

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.