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iShares S&P 500 Growth ETF

2,015 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 108 funds opening new positions, 775 increasing their positions, 719 reducing their positions, and 103 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: 2,0602,015 (-45)

8% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.19B)

11% less funds holding in top 10

Funds holding in top 10: 220196 (-24)

Holders
2,015
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
196
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
RFA
1976
Reyes Financial Architecture
California
$13.7K
NFSG
1977
Newbridge Financial Services Group
Florida
$13.3K
BH
1978
Burk Holdings
Oklahoma
$12.1K
CTWM
1979
Cherry Tree Wealth Management
Minnesota
$11.9K
TFA
1980
Toth Financial Advisory
Virginia
$11.8K
FDW
1981
Fourth Dimension Wealth
Ohio
$11.3K
GF
1982
GGM Financials
Ohio
$10.7K
TCM
1983
Triumph Capital Management
Colorado
$10.2K
MHR
1984
Matthew Hamilton Rosenberg
$9.95K
FA
1985
Fountainhead AM
New Jersey
$9.91K
MSWA
1986
Marshall & Sterling Wealth Advisors
New York
$9.79K
BGAI
1987
Bruce G. Allen Investments
Colorado
$9.5K
MBFW
1988
Morton Brown Family Wealth
Pennsylvania
$9.28K
UFPG
1989
United Financial Planning Group
New York
$9.28K
FGAM
1990
Financial Gravity Asset Management
Texas
$9.16K
AW
1991
Ankerstar Wealth
Texas
$9.16K
CJ
1992
Caitlin John
Michigan
$8.71K
GWM
1993
Grand Wealth Management
Michigan
$8.56K
HHGA
1994
Halbert Hargrove Global Advisors
California
$8.13K
PAG
1995
Paladin Advisory Group
Iowa
$7.35K
MWA
1996
Medallion Wealth Advisors
Connecticut
$7.24K
CFG
1997
Chapman Financial Group
Hawaii
$6.67K
CPL
1998
Capital & Planning LLC
Georgia
$6.3K
CCC
1999
Chelsea Counsel Company
California
$5.67K
MDA
2000
Minot DeBlois Advisors
Massachusetts
$5.66K