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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
LWM
176
Liberty Wealth Management
California
$30.1M
CFG
177
Citizens Financial Group
Rhode Island
$30.1M +$1.49M +11,274 +5%
FHB
178
First Hawaiian Bank
Hawaii
$29.7M -$783K -5,930 -3%
TF
179
Trek Financial
Arizona
$29.4M +$943K +7,140 +3%
Charles Schwab
180
Charles Schwab
California
$29.3M -$1.8M -13,601 -6%
Financial Engines Advisors
181
Financial Engines Advisors
California
$29.2M -$1.15M -8,716 -4%
PSCM
182
Per Stirling Capital Management
Texas
$28.9M -$243K -1,841 -0.9%
SWM
183
Spire Wealth Management
Virginia
$28.7M -$96.8K -733 -0.3%
TPCW
184
TD Private Client Wealth
New York
$28.7M -$2.23M -16,909 -8%
AWM
185
Apollon Wealth Management
South Carolina
$27.9M -$2.99M -22,630 -10%
JIC
186
Johnson Investment Counsel
Ohio
$27.8M +$483K +3,660 +2%
FAM
187
Frontier Asset Management
Wyoming
$27.2M +$1.85M +14,001 +8%
WA
188
Waverly Advisors
Alabama
$27.1M -$809K -6,126 -3%
KFSC
189
Keystone Financial Services (Colorado)
Colorado
$26.9M -$790K -5,986 -3%
CFO
190
Callan Family Office
Pennsylvania
$26.9M +$121K +915 +0.5%
IW
191
Instrumental Wealth
Florida
$26.8M +$863K +6,533 +3%
GIA
192
GHP Investment Advisors
Colorado
$26.5M -$411K -3,109 -2%
DWM
193
Diversify Wealth Management
Utah
$26.5M +$215K +1,627 +0.8%
DAS
194
Diversify Advisory Services
Utah
$26.5M +$26.5M +200,338 New
ATPW
195
Ashton Thomas Private Wealth
Arizona
$26.5M -$804K -6,090 -3%
CFB
196
Cullen/Frost Bankers
Texas
$26.1M -$9.9K -75 -0%
EFG
197
Elevated Financial Group
Indiana
$26M +$1.8M +13,660 +8%
GPA
198
Guidance Point Advisors
Massachusetts
$25.8M +$44.2K +335 +0.2%
MC
199
McMorgan & Co
California
$25.7M -$1.24M -9,374 -5%
KFS
200
Kelly Financial Services
Massachusetts
$25.6M -$581K -4,402 -2%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,275 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.