We are live on ! Find out more
IVW icon

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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.58B +$683M +5,678,425 +13%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.4B -$30.7M -255,422 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$3.88B +$79.5M +660,745 +2%
LPL Financial
4
LPL Financial
California
$2.36B +$129M +1,072,772 +5%
Bank of America
5
Bank of America
North Carolina
$2.24B +$148M +1,229,382 +7%
Wells Fargo
6
Wells Fargo
California
$1.74B +$40.2M +333,848 +2%
UBS Group
7
UBS Group
Switzerland
$970M -$13.2M -109,635 -1%
Ameriprise
8
Ameriprise
Minnesota
$906M -$59.6M -495,520 -6%
Stifel Financial
9
Stifel Financial
Missouri
$825M +$44.3M +368,516 +5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$610M -$4.85M -40,322 -0.7%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$540M +$320K +2,664 +0.1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$538M +$29.5M +245,310 +5%
BlackRock
13
BlackRock
New York
$513M +$13.3M +110,302 +2%
Goldman Sachs
14
Goldman Sachs
New York
$485M +$1.46M +12,109 +0.3%
M&T Bank
15
M&T Bank
New York
$443M -$16.4M -136,159 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$440M -$55.8M -463,921 -11%
Lido Advisors
17
Lido Advisors
California
$438M +$10.3M +85,467 +2%
PAS
18
Park Avenue Securities
New York
$436M +$27.1M +224,980 +6%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$413M -$5.39M -44,828 -1%
Mariner
20
Mariner
Kansas
$403M -$12M -99,843 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$401M +$23.3M +193,529 +6%
MML Investors Services
22
MML Investors Services
Massachusetts
$377M -$37.2M -309,228 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$344M +$4.99M +41,526 +1%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$328M +$16.9M +140,621 +5%
RFC
25
Regions Financial Corp
Alabama
$305M -$1.25M -10,367 -0.4%

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.