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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
FAM
201
Frontier Asset Management
Wyoming
$20.8M +$14.6M +121,142 +193%
PCIA
202
Prime Capital Investment Advisors
Kansas
$20.8M +$11.3M +93,880 +105%
SS
203
Sunbelt Securities
Texas
$20.7M +$186K +1,549 +0.9%
SEI Investments
204
SEI Investments
Pennsylvania
$20.6M -$277K -2,302 -1%
SFA
205
Sequoia Financial Advisors
Ohio
$20.6M -$954K -7,931 -4%
AFC
206
Adaptive Financial Consulting
Ohio
$20.4M +$618K +5,142 +3%
FHC
207
First Heartland Consultants
Missouri
$20.3M -$3.31M -27,504 -13%
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$20.2M +$6.95M +57,809 +48%
SWM
209
Scissortail Wealth Management
Oklahoma
$19.9M -$1.97M -16,406 -9%
EFG
210
Elevated Financial Group
Indiana
$19.8M +$1.44M +11,997 +7%
GWP
211
Gateway Wealth Partners
Wisconsin
$19.8M +$14.1M +117,425 +205%
KG
212
Kilter Group
New York
$19.6M +$2.16M +17,933 +12%
FWP
213
FAS Wealth Partners
Kansas
$19.4M -$789K -6,564 -4%
IFS
214
Ifrah Financial Services
Arkansas
$19.1M -$318K -2,644 -2%
RIA
215
Regal Investment Advisors
Michigan
$19.1M +$1.59M +13,231 +8%
EWA
216
EP Wealth Advisors
California
$19M +$466K +3,874 +2%
OAP
217
One Advisory Partners
Kansas
$19M +$498K +4,140 +3%
SC
218
Savant Capital
Illinois
$18.9M +$4.66M +38,717 +30%
PAMG
219
Patton Albertson Miller Group
Tennessee
$18.9M +$654K +5,437 +3%
UB
220
UMB Bank
Missouri
$18.8M -$1.45M -12,034 -7%
CB
221
Commerce Bank
Missouri
$18.7M +$13.2M +109,344 +197%
MFIM
222
Mesirow Financial Investment Management
Illinois
$18.4M +$567K +4,714 +3%
Legacy Financial Group (Iowa)
223
Legacy Financial Group (Iowa)
Iowa
$18.3M +$1.27M +10,581 +7%
SL
224
Sentinus LLC
Illinois
$18M +$1.6M +13,320 +9%
ASN
225
Advisory Services Network
Georgia
$18M +$814K +6,767 +4%

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.