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iShares S&P 500 Growth ETF

2,008 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.3M
Puts
$2.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
Wealth Alliance
New York
$24.6M
SL
177
SWMG LLC
Texas
$24.4M
PSCM
178
Per Stirling Capital Management
Texas
$24M
PWA
179
Physician Wealth Advisors
Utah
$23.9M
SWM
180
Spire Wealth Management
Virginia
$23.7M
AIP
181
Ameritas Investment Partners
Nebraska
$23.6M
CFG
182
Citizens Financial Group
Rhode Island
$23.5M
TF
183
Trek Financial
Arizona
$23.4M
WA
184
Waverly Advisors
Alabama
$23M
KFSC
185
Keystone Financial Services (Colorado)
Colorado
$22.8M
ATPW
186
Ashton Thomas Private Wealth
Arizona
$22.5M
JIC
187
Johnson Investment Counsel
Ohio
$22.4M
MC
188
McMorgan & Co
California
$22.2M
GIA
189
GHP Investment Advisors
Colorado
$22.2M
CFO
190
Callan Family Office
Pennsylvania
$22M
MAFA
191
MJT & Associates Financial Advisory
Minnesota
$21.5M
CIAS
192
CFS Investment Advisory Services
New Jersey
$21.5M
KFS
193
Kelly Financial Services
Massachusetts
$21.5M
CFB
194
Cullen/Frost Bankers
Texas
$21.5M
IW
195
Instrumental Wealth
Florida
$21.3M
GPA
196
Guidance Point Advisors
Massachusetts
$21.2M
APP
197
Avantax Planning Partners
Iowa
$21.2M
FAM
198
Frontier Asset Management
Wyoming
$20.8M
PCIA
199
Prime Capital Investment Advisors
Kansas
$20.8M
SS
200
Sunbelt Securities
Texas
$20.7M