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iShares S&P 500 Growth ETF

2,038 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, 784 increasing their positions, 727 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

1.16% more ownership

Funds ownership: 73.82%74.98% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 727

1% less funds holding

Funds holding: 2,0662,038 (-28)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.92B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,038
Holders Change
-28
Holders Change %
-1.36%
% of All Funds
25.1%
Holding in Top 10
198
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10%
% of All Funds
2.44%
New
113
Increased
784
Reduced
727
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
HR
1976
Howe & Rusling
New York
$24.2K -$5.29K -44 -17%
SFG
1977
Strive Financial Group
Indiana
$24K
TWIM
1978
TIAA Wealth Investment Management
New York
$23.2K +$25.6K +213 New
CCMI
1979
Creative Capital Management Investments
California
$22.6K
BWM
1980
Benson Wealth Management
Tennessee
$20.8K
PAIM
1981
Punch & Associates Investment Management
Minnesota
$20.6K +$21.9K +182 New
TWM
1982
Timmons Wealth Management
Massachusetts
$18.1K
SC
1983
Sawyer & Company
Massachusetts
$18.1K -$24.1K -200 -56%
BIAS
1984
Beacon Investment Advisory Services
New Jersey
$17.8K -$180K -1,500 -91%
NA
1985
Networth Advisors
Pennsylvania
$17.4K +$241 +2 +1%
NWS
1986
Nvest Wealth Strategies
Ohio
$17.1K
PP
1987
Pacifica Partners
Canada
$17K
HWM
1988
Horizons Wealth Management
North Carolina
$16.8K
CVM
1989
Cheviot Value Management
California
$15.9K
QPBE
1990
Quintet Private Bank (Europe)
Luxembourg
$15.8K
DWM
1991
Dogwood Wealth Management
Kansas
$15.5K
VDBMI
1992
Van Den Berg Management I
Texas
$15.3K -$1.8K -15 -10%
FFL
1993
Financial Freedom LLC
Ohio
$14.6K +$15.5K +129 New
OWP
1994
ORG Wealth Partners
Texas
$14.6K
FMB
1995
Field & Main Bank
Kentucky
$14.5K
MCI
1996
MRP Capital Investments
Georgia
$14.3K +$15.2K +126 New
PK
1997
Pflug Koory
Nebraska
$13.8K
RFA
1998
Reyes Financial Architecture
California
$13.7K
NFSG
1999
Newbridge Financial Services Group
Florida
$13.3K
BH
2000
Burk Holdings
Oklahoma
$12.1K +$12.9K +107 New