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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
MDA
2001
Minot DeBlois Advisors
Massachusetts
$5.66K
BNA
2002
BankChampaign, National Association
Illinois
$5.54K
WB
2003
Webster Bank
Connecticut
$5.54K
SAP
2004
Strategic Advisory Partners
North Carolina
$4.98K
HWP
2005
Highline Wealth Partners
California
$3.73K
DFA
2006
DHJJ Financial Advisors
Illinois
$3.17K
ETS
2007
ESL Trust Services
New York
$2.94K
TSMHT
2008
Thurston Springer Miller Herd & Titak
Indiana
$2.38K
MIM
2009
Marshall Investment Management
Colorado
$2.26K
VNA
2010
Valley National Advisers
Pennsylvania
$2K
OCM
2011
Orion Capital Management
California
$1.92K
TRCT
2012
Tower Research Capital (TRC)
New York
$1.7K
WAG
2013
Wiser Advisor Group
Arizona
$566
VWM
2014
Vermillion Wealth Management
Minnesota
$566
BA
2015
Blueline Advisors
New Hampshire
$453
Fidelity International
2016
Fidelity International
Bermuda
NA
2017
NewEdge Advisors
Louisiana
JWCA
2018
J.W. Cole Advisors
Florida
B
2019
Barings
North Carolina
GCA
2020
Gallagher Capital Advisors
Texas
TCM
2021
TABR Capital Management
California
BHB
2022
Bank Hapoalim BM
Israel
IA
2023
IFG Advisory
Georgia
HSBC Holdings
2024
HSBC Holdings
United Kingdom
DAS
2025
Diversify Advisory Services
Utah