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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
CCC
2026
Chelsea Counsel Company
California
$5.2K
SAP
2027
Strategic Advisory Partners
North Carolina
$4.98K +$5.29K +44 New
HWP
2028
Highline Wealth Partners
California
$3.73K
DFA
2029
DHJJ Financial Advisors
Illinois
$3.17K
ETS
2030
ESL Trust Services
New York
$2.94K
TSMHT
2031
Thurston Springer Miller Herd & Titak
Indiana
$2.38K -$72.2K -600 -97%
MIM
2032
Marshall Investment Management
Colorado
$2.26K +$2.4K +20 New
VNA
2033
Valley National Advisers
Pennsylvania
$2K
OCM
2034
Orion Capital Management
California
$1.92K +$2.04K +17 New
TRCT
2035
Tower Research Capital (TRC)
New York
$1.7K -$7.77M -64,571 -100%
VWM
2036
Vermillion Wealth Management
Minnesota
$566 +$601 +5 New
WAG
2037
Wiser Advisor Group
Arizona
$566 +$601 +5 New
BA
2038
Blueline Advisors
New Hampshire
$453 +$241 +2 +100%
Fidelity International
2039
Fidelity International
Bermuda
-$364M -2,950,099 Closed
JWCA
2040
J.W. Cole Advisors
Florida
-$33.5M -315,588 Closed
B
2041
Barings
North Carolina
-$33.2M -269,017 Closed
GCA
2042
Gallagher Capital Advisors
Texas
-$19.8M -160,301 Closed
TCM
2043
TABR Capital Management
California
-$19.2M -156,114 Closed
BHB
2044
Bank Hapoalim BM
Israel
-$14.7M -119,500 Closed
IA
2045
IFG Advisory
Georgia
-$10.8M -87,670 Closed
HSBC Holdings
2046
HSBC Holdings
United Kingdom
-$10.3M -83,950 Closed
DAS
2047
Diversify Advisory Services
Utah
-$7.57M -61,114 Closed
SIA
2048
SeaBridge Investment Advisors
New Jersey
-$7.29M -59,127 Closed
WPC
2049
Waters Parkerson & Co
Louisiana
-$5.52M -44,750 Closed
HCA
2050
Heck Capital Advisors
Wisconsin
-$4.67M -37,903 Closed