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iShares S&P 500 Growth ETF

2,124 hedge funds and large institutions have $55.1B invested in iShares S&P 500 Growth ETF in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 691 increasing their positions, 791 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,455% more call options, than puts

Call options by funds: $22M | Put options by funds: $1.42M

172% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $45.7B → $55.1B (+$9.32B)

6% more funds holding in top 10

Funds holding in top 10: 198209 (+11)

4% more funds holding

Funds holding: 2,0482,124 (+76)

2.83% less ownership

Funds ownership: 75.01%72.19% (-2.8%)

13% less repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 791

Holders
2,124
Holders Change
+76
Holders Change %
+3.71%
% of All Funds
25.67%
Holding in Top 10
209
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.56%
% of All Funds
2.53%
New
188
Increased
691
Reduced
791
Closed
69
Calls
$22M
Puts
$1.42M
Net Calls
+$20.6M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SMBT
2001
Southern Michigan Bank & Trust
Michigan
$98.2K
TCM
2002
Tradewinds Capital Management
Washington
$97.4K
POIA
2003
Pin Oak Investment Advisors
Texas
$97K
HWA
2004
HHM Wealth Advisors
Tennessee
$94.8K
Lazard Asset Management
2005
Lazard Asset Management
New York
$88K
WIM
2006
Westside Investment Management
California
$86.6K
IWP
2007
IAG Wealth Partners
Wisconsin
$86K
FC
2008
Financial Consulate
Maryland
$84.3K
CICI
2009
Capital Investment Counsel Inc
North Carolina
$84.2K
SFG
2010
Strive Financial Group
Indiana
$81.8K +$50.8K +385 +183%
TWIM
2011
TIAA Wealth Investment Management
New York
$81.5K +$51.2K +388 +182%
PNC
2012
Point Nemo Capital
Texas
$81.3K +$78K +591 New
PR
2013
Payden & Rygel
California
$81K +$77.9K +590 New
RF
2014
Roxbury Financial
New Jersey
$80K
JWM
2015
JPL Wealth Management
Colorado
$79.9K +$76.7K +581 New
CCM
2016
Chilton Capital Management
Texas
$79.2K
GWM
2017
Gilpin Wealth Management
Colorado
$78.8K -$47.9K -363 -39%
HWM
2018
HighMark Wealth Management
Minnesota
$78.3K +$132 +1 +0.2%
MFS
2019
Montgomery Financial Services
Maryland
$78.1K +$75K +568 New
GK
2020
Graney & King
New York
$78K
AIS
2021
Advocate Investing Services
Maryland
$75.5K +$42.3K +320 +140%
FLP
2022
Financial Life Planners
Arizona
$75.4K -$5.68K -43 -7%
SWA
2023
Strategic Wealth Advisors
Arizona
$75K
AA
2024
Addison Advisors
Vermont
$75K -$153K -1,159 -68%
FFA
2025
Frazier Financial Advisors
Ohio
$74.9K -$91.9K -696 -56%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2026, worth a combined $55.1B — up 20% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new IVW positions and 69 closed out — a net gain of 119 holders — while 691 added to existing stakes and 791 trimmed.

The largest buyer was Bank of America, adding an estimated $135M. The largest seller was Two Sigma Investments, cutting an estimated $165M.

  • 2,124 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2026, up from 2,048 in Q1 2026.
  • Funds reported $55.1B of iShares S&P 500 Growth ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 188 funds opened new iShares S&P 500 Growth ETF positions in Q2 2026 and 69 closed out, a net change of +119 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2026 was Bank of America, an estimated $135M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2026 was Two Sigma Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2026.