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iShares S&P 500 Growth ETF

2,124 hedge funds and large institutions have $55.1B invested in iShares S&P 500 Growth ETF in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 691 increasing their positions, 791 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,455% more call options, than puts

Call options by funds: $22M | Put options by funds: $1.42M

172% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $45.7B → $55.1B (+$9.32B)

6% more funds holding in top 10

Funds holding in top 10: 198209 (+11)

4% more funds holding

Funds holding: 2,0482,124 (+76)

2.83% less ownership

Funds ownership: 75.01%72.19% (-2.8%)

13% less repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 791

Holders
2,124
Holders Change
+76
Holders Change %
+3.71%
% of All Funds
25.67%
Holding in Top 10
209
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.56%
% of All Funds
2.53%
New
188
Increased
691
Reduced
791
Closed
69
Calls
$22M
Puts
$1.42M
Net Calls
+$20.6M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
201
Adaptive Financial Consulting
Ohio
$25.1M +$230K +1,745 +1%
PAMG
202
Patton Albertson Miller Group
Tennessee
$25.1M +$2.01M +15,235 +9%
SFA
203
Sequoia Financial Advisors
Ohio
$24.9M -$117K -887 -0.5%
APP
204
Avantax Planning Partners
Iowa
$24.8M -$962K -7,288 -4%
SEI Investments
205
SEI Investments
Pennsylvania
$24.2M -$800K -6,061 -3%
SFO
206
Stokes Family Office
Louisiana
$24.2M -$7.61M -57,600 -25%
SWM
207
Scissortail Wealth Management
Oklahoma
$24.1M -$143K -1,082 -0.6%
MAFA
208
MJT & Associates Financial Advisory
Minnesota
$24M -$2.04M -15,416 -8%
EWA
209
EP Wealth Advisors
California
$23.9M +$752K +5,692 +3%
AIP
210
Ameritas Investment Partners
Nebraska
$23.6M -$4.91M -37,210 -18%
IUHSA
211
Itau Unibanco Holding S.A.
Brazil
$23.6M +$8.08M +61,200 +55%
RIA
212
Regal Investment Advisors
Michigan
$23.5M +$264K +1,999 +1%
AAS
213
Ameritas Advisory Services
Nebraska
$23.5M +$12.4M +93,710 +122%
FWP
214
FAS Wealth Partners
Kansas
$23.4M -$189K -1,431 -0.8%
KG
215
Kilter Group
New York
$23.4M -$400K -3,029 -2%
MFIM
216
Mesirow Financial Investment Management
Illinois
$23M +$673K +5,099 +3%
ASN
217
Advisory Services Network
Georgia
$23M +$1.06M +8,038 +5%
BC
218
Barrett & Company
Rhode Island
$22.7M +$1.11M +8,437 +5%
Legacy Financial Group (Iowa)
219
Legacy Financial Group (Iowa)
Iowa
$22.6M +$322K +2,442 +2%
SL
220
Sentinus LLC
Illinois
$22.4M +$551K +4,175 +3%
OAP
221
One Advisory Partners
Kansas
$22.2M -$910K -6,893 -4%
CB
222
Commerce Bank
Missouri
$22.1M -$540K -4,090 -2%
CIAS
223
CFS Investment Advisory Services
New Jersey
$22.1M -$583K -4,415 -3%
IFS
224
Ifrah Financial Services
Arkansas
$21.9M -$1.29M -9,804 -6%
AssetMark Inc
225
AssetMark Inc
California
$21.8M +$915K +6,932 +5%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2026, worth a combined $55.1B — up 20% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new IVW positions and 69 closed out — a net gain of 119 holders — while 691 added to existing stakes and 791 trimmed.

The largest buyer was Bank of America, adding an estimated $135M. The largest seller was Two Sigma Investments, cutting an estimated $165M.

  • 2,124 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2026, up from 2,048 in Q1 2026.
  • Funds reported $55.1B of iShares S&P 500 Growth ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 188 funds opened new iShares S&P 500 Growth ETF positions in Q2 2026 and 69 closed out, a net change of +119 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2026 was Bank of America, an estimated $135M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2026 was Two Sigma Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2026.