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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
VDI
2076
Vaughan David Investments
Illinois
-$309K -2,506 Closed
FIM
2077
Freedom Investment Management
Connecticut
-$303K -2,455 Closed
GSIAS
2078
Garden State Investment Advisory Services
New Jersey
-$296K -2,400 Closed
BFG
2079
Broussard Financial Group
Louisiana
-$253K -2,055 Closed
AFAS
2080
Acorn Financial Advisory Services
Virginia
-$249K -2,019 Closed
CIBC World Market
2081
CIBC World Market
Ontario, Canada
-$246K -1,999 Closed
PWC
2082
Pathfinder Wealth Consulting
North Carolina
-$242K -1,966 Closed
TI
2083
Tidal Investments
Wisconsin
-$240K -1,946 Closed
CWM
2084
Centric Wealth Management
Illinois
-$240K -1,929 Closed
CC
2085
Chicago Capital
Illinois
-$232K -1,883 Closed
BMM
2086
Berkshire Money Management
Massachusetts
-$231K -1,875 Closed
NPF
2087
Norris Perne & French
Michigan
-$231K -1,872 Closed
TCM
2088
Tandem Capital Management
New Jersey
-$228K -1,853 Closed
CAS
2089
Coppell Advisory Solutions
Texas
-$226K -1,819 Closed
BI
2090
Berkeley Inc
Idaho
-$223K -1,810 Closed
RWA
2091
Redhawk Wealth Advisors
Minnesota
-$223K -1,806 Closed
SAM
2092
Synergy Asset Management
Washington
-$223K -1,806 Closed
PRTG
2093
Post Resch Tallon Group
New York
-$220K -1,785 Closed
HPC
2094
Hobart Private Capital
North Carolina
-$218K -1,768 Closed
KFC
2095
Klingenstein Fields & Co
New York
-$218K -1,765 Closed
PAM
2096
Pacific Asset Management
Washington
-$217K -1,761 Closed
BIG
2097
Builder Investment Group
Georgia
-$216K -1,756 Closed
SHGA
2098
Sand Hill Global Advisors
California
-$216K -1,755 Closed
LI
2099
LifeWealth Investments
Florida
-$214K -1,738 Closed
SPWM
2100
Straight Path Wealth Management
Michigan
-$214K -1,734 Closed