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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
CTWM
2001
Cherry Tree Wealth Management
Minnesota
$11.9K
TFA
2002
Toth Financial Advisory
Virginia
$11.8K
FDW
2003
Fourth Dimension Wealth
Ohio
$11.3K
GF
2004
GGM Financials
Ohio
$10.7K
TCM
2005
Triumph Capital Management
Colorado
$10.2K
MHR
2006
Matthew Hamilton Rosenberg
$9.95K
FA
2007
Fountainhead AM
New Jersey
$9.91K +$120 +1 +1%
MSWA
2008
Marshall & Sterling Wealth Advisors
New York
$9.79K
BGAI
2009
Bruce G. Allen Investments
Colorado
$9.5K +$10.1K +84 New
MBFW
2010
Morton Brown Family Wealth
Pennsylvania
$9.28K
UFPG
2011
United Financial Planning Group
New York
$9.28K
AW
2012
Ankerstar Wealth
Texas
$9.16K
FGAM
2013
Financial Gravity Asset Management
Texas
$9.16K
CJ
2014
Caitlin John
Michigan
$8.71K
GWM
2015
Grand Wealth Management
Michigan
$8.56K -$1.68K -14 -16%
HHGA
2016
Halbert Hargrove Global Advisors
California
$8.13K +$120 +1 +1%
PAG
2017
Paladin Advisory Group
Iowa
$7.35K
MWA
2018
Medallion Wealth Advisors
Connecticut
$7.24K -$722 -6 -9%
CFG
2019
Chapman Financial Group
Hawaii
$6.67K
RF
2020
Robinswood Financial
Washington
$6.46K +$6.86K +57 New
CPL
2021
Capital & Planning LLC
Georgia
$6.3K +$6.74K +56 New
HIC
2022
Hamrick Investment Counsel
Washington
$5.66K
MDA
2023
Minot DeBlois Advisors
Massachusetts
$5.66K
BNA
2024
BankChampaign National Association
Illinois
$5.54K -$36.2K -301 -86%
WB
2025
Webster Bank
Connecticut
$5.54K