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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
TLFA
1976
True Link Financial Advisors
California
$27K -$2.08M -17,315 -99%
NL
1977
NorthAvenue LLC
Ohio
$27K
VWA
1978
Valued Wealth Advisors
Utah
$26.7K
CB
1979
Centennial Bank
Arkansas
$26.5K
MFA
1980
Morling Financial Advisors
California
$26.5K
DCM
1981
Davis Capital Management
Florida
$26.1K
ICCON
1982
Investment Counsel Company of Nevada
Nevada
$25.9K +$27.5K +229 New
AIS
1983
Advocate Investing Services
Maryland
$25.9K +$7.82K +65 +40%
ME
1984
McIlrath & Eck
Washington
$25.7K
HIIFS
1985
Harel Insurance Investments & Financial Services
Israel
$25K
HR
1986
Howe & Rusling
New York
$24.2K -$5.29K -44 -17%
SFG
1987
Strive Financial Group
Indiana
$24K
TWIM
1988
TIAA Wealth Investment Management
New York
$23.2K +$25.6K +213 New
CCMI
1989
Creative Capital Management Investments
California
$22.6K
BWM
1990
Benson Wealth Management
Tennessee
$20.8K
PAIM
1991
Punch & Associates Investment Management
Minnesota
$20.6K +$21.9K +182 New
TWM
1992
Timmons Wealth Management
Massachusetts
$18.1K
SC
1993
Sawyer & Company
Massachusetts
$18.1K -$24.1K -200 -56%
BIAS
1994
Beacon Investment Advisory Services
New Jersey
$17.8K -$180K -1,500 -91%
NA
1995
Networth Advisors
Pennsylvania
$17.4K +$241 +2 +1%
NWS
1996
Nvest Wealth Strategies
Ohio
$17.1K
PP
1997
Pacifica Partners
Canada
$17K
HWM
1998
Horizons Wealth Management
North Carolina
$16.8K
CVM
1999
Cheviot Value Management
California
$15.9K
QPBE
2000
Quintet Private Bank (Europe)
Luxembourg
$15.8K

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.