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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
SWM
2076
Shakespeare Wealth Management
Wisconsin
-$467K -3,786 Closed
IP
2077
Integras Partners
Georgia
-$460K -3,729 Closed
OA
2078
Oasis Advisors
Iowa
-$449K -3,646 Closed
WS
2079
Wilian Securities
Minnesota
-$412K -3,341 Closed
HWMO
2080
Heritage Wealth Management (Ohio)
Ohio
-$363K -2,945 Closed
Massachusetts Financial Services
2081
Massachusetts Financial Services
Massachusetts
-$357K -2,900 Closed
Diamond Hill Capital Management
2082
Diamond Hill Capital Management
Ohio
-$342K -2,775 Closed
BWFA
2083
Baltimore-Washington Financial Advisors
Maryland
-$335K -2,720 Closed
APA
2084
Astoria Portfolio Advisors
New York
-$319K -2,668 Closed
SAM
2085
Summit Asset Management
Tennessee
-$315K -2,552 Closed
VDI
2086
Vaughan David Investments
Illinois
-$309K -2,506 Closed
FIM
2087
Freedom Investment Management
Connecticut
-$303K -2,455 Closed
GSIAS
2088
Garden State Investment Advisory Services
New Jersey
-$296K -2,400 Closed
BFG
2089
Broussard Financial Group
Louisiana
-$253K -2,055 Closed
AFAS
2090
Acorn Financial Advisory Services
Virginia
-$249K -2,019 Closed
CIBC World Market
2091
CIBC World Market
Ontario, Canada
-$246K -1,999 Closed
PWC
2092
Pathfinder Wealth Consulting
North Carolina
-$242K -1,966 Closed
TI
2093
Tidal Investments
Wisconsin
-$240K -1,946 Closed
CWM
2094
Centric Wealth Management
Illinois
-$240K -1,929 Closed
CC
2095
Chicago Capital
Illinois
-$232K -1,883 Closed
BMM
2096
Berkshire Money Management
Massachusetts
-$231K -1,875 Closed
NPF
2097
Norris Perne & French
Michigan
-$231K -1,872 Closed
TCM
2098
Tandem Capital Management
New Jersey
-$228K -1,853 Closed
CAS
2099
Coppell Advisory Solutions
Texas
-$226K -1,819 Closed
BI
2100
Berkeley Inc
Idaho
-$223K -1,810 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.