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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
TCM
1976
Triumph Capital Management
Colorado
$10.2K
MHR
1977
Matthew Hamilton Rosenberg
$9.95K
FA
1978
Fountainhead AM
New Jersey
$9.91K
MSWA
1979
Marshall & Sterling Wealth Advisors
New York
$9.79K
BGAI
1980
Bruce G. Allen Investments
Colorado
$9.5K
MBFW
1981
Morton Brown Family Wealth
Pennsylvania
$9.28K
UFPG
1982
United Financial Planning Group
New York
$9.28K
FGAM
1983
Financial Gravity Asset Management
Texas
$9.16K
AW
1984
Ankerstar Wealth
Texas
$9.16K
CJ
1985
Caitlin John
Michigan
$8.71K
GWM
1986
Grand Wealth Management
Michigan
$8.56K
HHGA
1987
Halbert Hargrove Global Advisors
California
$8.13K
PAG
1988
Paladin Advisory Group
Iowa
$7.35K
MWA
1989
Medallion Wealth Advisors
Connecticut
$7.24K
CFG
1990
Chapman Financial Group
Hawaii
$6.67K
CPL
1991
Capital & Planning LLC
Georgia
$6.3K
CCC
1992
Chelsea Counsel Company
California
$5.67K
MDA
1993
Minot DeBlois Advisors
Massachusetts
$5.66K
HIC
1994
Hamrick Investment Counsel
Washington
$5.66K
BNA
1995
BankChampaign, National Association
Illinois
$5.54K
WB
1996
Webster Bank
Connecticut
$5.54K
SAP
1997
Strategic Advisory Partners
North Carolina
$4.98K
HWP
1998
Highline Wealth Partners
California
$3.73K
DFA
1999
DHJJ Financial Advisors
Illinois
$3.17K
ETS
2000
ESL Trust Services
New York
$2.94K