IVW icon

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
SIA
2026
SeaBridge Investment Advisors
New Jersey
WPC
2027
Waters Parkerson & Co
Louisiana
HCA
2028
Heck Capital Advisors
Wisconsin
FDP
2029
Financiere des Professionnels
Quebec, Canada
FTA
2030
Financial & Tax Architects
Missouri
Invesco
2031
Invesco
Georgia
Squarepoint
2032
Squarepoint
New York
AFW
2033
Avantra Family Wealth
Pennsylvania
Renaissance Technologies
2034
Renaissance Technologies
New York
SCM
2035
SOL Capital Management
Maryland
BWM
2036
BCS Wealth Management
Tennessee
CANC
2037
Culbertson A N & Co
Virginia
RAS
2038
RPS Advisory Solutions
Kentucky
TA
2039
TFB Advisors
Kansas
BPC
2040
Bearing Point Capital
Minnesota
WFAG
2041
Worth Financial Advisory Group
North Carolina
SIG
2042
Spinnaker Investment Group
California
CI
2043
CPR Investments
Michigan
SWM
2044
Shakespeare Wealth Management
Wisconsin
IP
2045
Integras Partners
Georgia
OA
2046
Oasis Advisors
Iowa
WS
2047
Wilian Securities
Minnesota
HWMO
2048
Heritage Wealth Management (Ohio)
Ohio
Massachusetts Financial Services
2049
Massachusetts Financial Services
Massachusetts
Diamond Hill Capital Management
2050
Diamond Hill Capital Management
Ohio