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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
RWA
2101
Redhawk Wealth Advisors
Minnesota
-$223K -1,806 Closed
SAM
2102
Synergy Asset Management
Washington
-$223K -1,806 Closed
PRTG
2103
Post Resch Tallon Group
New York
-$220K -1,785 Closed
HPC
2104
Hobart Private Capital
North Carolina
-$218K -1,768 Closed
KFC
2105
Klingenstein Fields & Co
New York
-$218K -1,765 Closed
PAM
2106
Pacific Asset Management
Washington
-$217K -1,761 Closed
BIG
2107
Builder Investment Group
Georgia
-$216K -1,756 Closed
SHGA
2108
Sand Hill Global Advisors
California
-$216K -1,755 Closed
LI
2109
LifeWealth Investments
Florida
-$214K -1,738 Closed
SPWM
2110
Straight Path Wealth Management
Michigan
-$214K -1,734 Closed
WFL
2111
Wealth Forward LLC
North Dakota
-$212K -1,720 Closed
CFA
2112
Capstone Financial Advisors
Illinois
-$212K -1,716 Closed
LW
2113
Linscomb Wealth
Texas
-$211K -1,715 Closed
HWM
2114
HRC Wealth Management
Idaho
-$211K -1,714 Closed
GHA
2115
GW Henssler & Associates
Georgia
-$211K -1,711 Closed
AWA
2116
Argo Wealth Advisory
Virginia
-$211K -1,709 Closed
SAS
2117
SMI Advisory Services
Indiana
-$214K -1,708 Closed
SWA
2118
Strata Wealth Advisors
Texas
-$210K -1,706 Closed
TPWM
2119
Twelve Points Wealth Management
Massachusetts
-$213K -1,705 Closed
TC
2120
Tannin Capital
North Carolina
-$210K -1,701 Closed
TCMP
2121
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$207K -1,682 Closed
GFWA
2122
Grey Fox Wealth Advisors
Delaware
-$207K -1,679 Closed
M
2123
MATAURO
New York
-$206K -1,670 Closed
WFP
2124
Wrenne Financial Planning
Kentucky
-$206K -1,670 Closed
OWM
2125
OneAscent Wealth Management
Alabama
-$205K -1,662 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.