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iShares S&P 500 Growth ETF

2,036 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 112 funds opening new positions, 782 increasing their positions, 728 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 2,0652,036 (-29)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,036
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
198
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
TFA
2001
Toth Financial Advisory
Virginia
$11.8K
FDW
2002
Fourth Dimension Wealth
Ohio
$11.3K
GF
2003
GGM Financials
Ohio
$10.7K
TCM
2004
Triumph Capital Management
Colorado
$10.2K
MHR
2005
Matthew Hamilton Rosenberg
$9.95K
FA
2006
Fountainhead AM
New Jersey
$9.91K
MSWA
2007
Marshall & Sterling Wealth Advisors
New York
$9.79K
BGAI
2008
Bruce G. Allen Investments
Colorado
$9.5K
MBFW
2009
Morton Brown Family Wealth
Pennsylvania
$9.28K
UFPG
2010
United Financial Planning Group
New York
$9.28K
AW
2011
Ankerstar Wealth
Texas
$9.16K
FGAM
2012
Financial Gravity Asset Management
Texas
$9.16K
CJ
2013
Caitlin John
Michigan
$8.71K
GWM
2014
Grand Wealth Management
Michigan
$8.56K
HHGA
2015
Halbert Hargrove Global Advisors
California
$8.13K
PAG
2016
Paladin Advisory Group
Iowa
$7.35K
MWA
2017
Medallion Wealth Advisors
Connecticut
$7.24K
CFG
2018
Chapman Financial Group
Hawaii
$6.67K
CPL
2019
Capital & Planning LLC
Georgia
$6.3K
HIC
2020
Hamrick Investment Counsel
Washington
$5.66K
MDA
2021
Minot DeBlois Advisors
Massachusetts
$5.66K
BNA
2022
BankChampaign National Association
Illinois
$5.54K
WB
2023
Webster Bank
Connecticut
$5.54K
CCC
2024
Chelsea Counsel Company
California
$5.2K
SAP
2025
Strategic Advisory Partners
North Carolina
$4.98K