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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
WFL
2101
Wealth Forward LLC
North Dakota
-$212K -1,720 Closed
CFA
2102
Capstone Financial Advisors
Illinois
-$212K -1,716 Closed
LW
2103
Linscomb Wealth
Texas
-$211K -1,715 Closed
HWM
2104
HRC Wealth Management
Idaho
-$211K -1,714 Closed
GHA
2105
GW Henssler & Associates
Georgia
-$211K -1,711 Closed
AWA
2106
Argo Wealth Advisory
Virginia
-$211K -1,709 Closed
SAS
2107
SMI Advisory Services
Indiana
-$214K -1,708 Closed
SWA
2108
Strata Wealth Advisors
Texas
-$210K -1,706 Closed
TPWM
2109
Twelve Points Wealth Management
Massachusetts
-$213K -1,705 Closed
TC
2110
Tannin Capital
North Carolina
-$210K -1,701 Closed
TCMP
2111
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$207K -1,682 Closed
GFWA
2112
Grey Fox Wealth Advisors
Delaware
-$207K -1,679 Closed
M
2113
MATAURO
New York
-$206K -1,670 Closed
WFP
2114
Wrenne Financial Planning
Kentucky
-$206K -1,670 Closed
OWM
2115
OneAscent Wealth Management
Alabama
-$205K -1,662 Closed
PCM
2116
Pointe Capital Management
Michigan
-$204K -1,656 Closed
UB
2117
Umpqua Bank
Oregon
-$202K -1,639 Closed
TI
2118
Trexquant Investment
Connecticut
-$201K -1,630 Closed
WMP
2119
Wealth Management Partners
Arizona
-$201K -1,627 Closed
GWM
2120
Greenhouse Wealth Management
Connecticut
-$200K -1,626 Closed
BFG
2121
Buttonwood Financial Group
Missouri
-$202K -1,624 Closed
CFS
2122
Coordinated Financial Services
Colorado
-$200K -1,624 Closed
EW
2123
Elyxium Wealth
California
-$111K -900 Closed
VWWMG
2124
Vermillion & White Wealth Management Group
Pennsylvania
-$79.1K -642 Closed
GAFA
2125
Garton & Associates Financial Advisors
Kentucky
-$78.4K -636 Closed