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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
SC
176
Saiph Capital
New Jersey
$25.2M +$384K +3,189 +1%
FHB
177
First Hawaiian Bank
Hawaii
$25.1M -$3.54M -29,437 -12%
Financial Engines Advisors
178
Financial Engines Advisors
California
$25M -$115K -956 -0.4%
WA
179
Wealth Alliance
New York
$24.6M -$1.68M -13,932 -6%
SL
180
SWMG LLC
Texas
$24.4M +$2.03M +16,913 +8%
PSCM
181
Per Stirling Capital Management
Texas
$24M -$44.9K -373 -0.2%
PWA
182
Physician Wealth Advisors
Utah
$23.9M +$1.64M +13,669 +7%
SWM
183
Spire Wealth Management
Virginia
$23.7M +$515K +4,281 +2%
AIP
184
Ameritas Investment Partners
Nebraska
$23.6M +$663K +5,513 +3%
CFG
185
Citizens Financial Group
Rhode Island
$23.5M -$1.07M -8,881 -4%
TF
186
Trek Financial
Arizona
$23.4M +$2.64M +21,940 +12%
WA
187
Waverly Advisors
Alabama
$23M -$34.3M -284,778 -58%
KFSC
188
Keystone Financial Services (Colorado)
Colorado
$22.8M +$1.99M +16,571 +9%
ATPW
189
Ashton Thomas Private Wealth
Arizona
$22.5M +$306K +2,545 +1%
JIC
190
Johnson Investment Counsel
Ohio
$22.4M +$1.27M +10,530 +6%
MC
191
McMorgan & Co
California
$22.2M +$243K +2,020 +1%
GIA
192
GHP Investment Advisors
Colorado
$22.2M -$423K -3,515 -2%
CFO
193
Callan Family Office
Pennsylvania
$22M -$481K -4,003 -2%
MAFA
194
MJT & Associates Financial Advisory
Minnesota
$21.5M +$159K +1,321 +0.7%
CIAS
195
CFS Investment Advisory Services
New Jersey
$21.5M -$589K -4,895 -3%
KFS
196
Kelly Financial Services
Massachusetts
$21.5M +$926K +7,700 +4%
CFB
197
Cullen/Frost Bankers
Texas
$21.5M +$108K +901 +0.5%
IW
198
Instrumental Wealth
Florida
$21.3M +$414K +3,446 +2%
GPA
199
Guidance Point Advisors
Massachusetts
$21.2M -$99.5K -827 -0.4%
APP
200
Avantax Planning Partners
Iowa
$21.2M +$143K +1,189 +0.6%

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.