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iShares S&P 500 Growth ETF

2,048 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, 791 increasing their positions, 728 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

1.18% more ownership

Funds ownership: 73.84%75.01% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 791 | Existing positions reduced: 728

1% less funds holding

Funds holding: 2,0722,048 (-24)

8% less capital invested

Capital invested by funds: $49.7B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 221198 (-23)

Holders
2,048
Holders Change
-24
Holders Change %
-1.16%
% of All Funds
25.06%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
2.42%
New
113
Increased
791
Reduced
728
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
HHGA
2026
Halbert Hargrove Global Advisors
California
$8.13K +$120 +1 +1%
PAG
2027
Paladin Advisory Group
Iowa
$7.35K
MWA
2028
Medallion Wealth Advisors
Connecticut
$7.24K -$722 -6 -9%
CFG
2029
Chapman Financial Group
Hawaii
$6.67K
RF
2030
Robinswood Financial
Washington
$6.46K +$4.93K +41 +256%
CPL
2031
Capital & Planning LLC
Georgia
$6.3K +$6.74K +56 New
HIC
2032
Hamrick Investment Counsel
Washington
$5.66K
MDA
2033
Minot DeBlois Advisors
Massachusetts
$5.66K
BNA
2034
BankChampaign National Association
Illinois
$5.54K -$36.2K -301 -86%
WB
2035
Webster Bank
Connecticut
$5.54K
CCC
2036
Chelsea Counsel Company
California
$5.2K
SAP
2037
Strategic Advisory Partners
North Carolina
$4.98K +$5.29K +44 New
HWP
2038
Highline Wealth Partners
California
$3.73K
DFA
2039
DHJJ Financial Advisors
Illinois
$3.17K
ETS
2040
ESL Trust Services
New York
$2.94K
TSMHT
2041
Thurston Springer Miller Herd & Titak
Indiana
$2.38K -$72.2K -600 -97%
MIM
2042
Marshall Investment Management
Colorado
$2.26K +$2.4K +20 New
VNA
2043
Valley National Advisers
Pennsylvania
$2K
OCM
2044
Orion Capital Management
California
$1.92K +$2.04K +17 New
TRCT
2045
Tower Research Capital (TRC)
New York
$1.7K -$7.77M -64,571 -100%
VWM
2046
Vermillion Wealth Management
Minnesota
$566 +$601 +5 New
WAG
2047
Wiser Advisor Group
Arizona
$566 +$601 +5 New
BA
2048
Blueline Advisors
New Hampshire
$453 +$241 +2 +100%
Fidelity International
2049
Fidelity International
Bermuda
-$364M -2,950,099 Closed
JWCA
2050
J.W. Cole Advisors
Florida
-$33.5M -315,588 Closed

IVW Hedge Fund Activity: Q1 2026 in Review

2,048 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2026, worth a combined $45.7B — down 7.9% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new IVW positions and 102 closed out — a net gain of 11 holders — while 791 added to existing stakes and 728 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $683M. The largest seller was Fidelity International, exiting entirely with an estimated $364M sold.

  • 2,048 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2026, down from 2,072 in Q4 2025.
  • Funds reported $45.7B of iShares S&P 500 Growth ETF stock for Q1 2026, down 7.9% quarter-over-quarter.
  • 113 funds opened new iShares S&P 500 Growth ETF positions in Q1 2026 and 102 closed out, a net change of +11 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $683M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2026 was Fidelity International, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2026.