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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
PCM
2126
Pointe Capital Management
Michigan
-$204K -1,656 Closed
UB
2127
Umpqua Bank
Oregon
-$202K -1,639 Closed
TI
2128
Trexquant Investment
Connecticut
-$201K -1,630 Closed
WMP
2129
Wealth Management Partners
Arizona
-$201K -1,627 Closed
GWM
2130
Greenhouse Wealth Management
Connecticut
-$200K -1,626 Closed
BFG
2131
Buttonwood Financial Group
Missouri
-$202K -1,624 Closed
CFS
2132
Coordinated Financial Services
Colorado
-$200K -1,624 Closed
EW
2133
Elyxium Wealth
California
-$111K -900 Closed
VWWMG
2134
Vermillion & White Wealth Management Group
Pennsylvania
-$79.1K -642 Closed
GAFA
2135
Garton & Associates Financial Advisors
Kentucky
-$78.4K -636 Closed
MPWT
2136
MassMutual Private Wealth & Trust
Connecticut
-$77.4K -628 Closed
IWM
2137
IMG Wealth Management
Florida
-$69.8K -566 Closed
CWP
2138
Concord Wealth Partners
Virginia
-$57.3K -465 Closed
IIM
2139
IFC & Insurance Marketing
California
-$53K -428 Closed
CFS
2140
Compass Financial Services
Iowa
-$48.2K -391 Closed
HC
2141
Hurley Capital
New York
-$45.4K -368 Closed
FFO
2142
Fortitude Family Office
Arizona
-$37.5K -304 Closed
CWA
2143
Carolina Wealth Advisors
South Carolina
-$35.7K -290 Closed
TPBG
2144
Turning Point Benefit Group
Maryland
-$28.2K -229 Closed
DRP
2145
Decker Retirement Planning
Utah
-$27.8K -225 Closed
TCA
2146
Trifecta Capital Advisors
Illinois
-$27.1K -220 Closed
EPG
2147
Estate Planners Group
Pennsylvania
-$20.2K -164 Closed
CW
2148
CrossGen Wealth
North Carolina
-$3.94K -32 Closed
NL
2149
NVWM LLC
Pennsylvania
-$3.58K -29 Closed
ETC
2150
Exchange Traded Concepts
Oklahoma
-$2.96K -24 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.