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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.78B -$6.36M -48,186 -0.1%
JP Morgan Chase
2
JP Morgan Chase
New York
$5.35B -$132M -996,981 -2%
Morgan Stanley
3
Morgan Stanley
New York
$4.76B +$38.9M +294,861 +0.9%
LPL Financial
4
LPL Financial
California
$2.97B +$89.2M +675,541 +3%
Bank of America
5
Bank of America
North Carolina
$2.86B +$135M +1,024,561 +5%
Wells Fargo
6
Wells Fargo
California
$2.12B +$7.06M +53,488 +0.3%
UBS Group
7
UBS Group
Switzerland
$1.13B -$48.2M -365,217 -4%
Stifel Financial
8
Stifel Financial
Missouri
$1.12B +$116M +880,207 +12%
Ameriprise
9
Ameriprise
Minnesota
$1.1B -$383K -2,897 -0%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$720M -$20.3M -153,761 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$659M +$4.65M +35,180 +0.7%
BlackRock
12
BlackRock
New York
$601M -$21M -158,849 -4%
Raymond James Financial
13
Raymond James Financial
Florida
$586M +$49.1M +371,883 +10%
Goldman Sachs
14
Goldman Sachs
New York
$581M -$8.08M -61,226 -1%
MML Investors Services
15
MML Investors Services
Massachusetts
$548M +$85.5M +647,171 +19%
PAS
16
Park Avenue Securities
New York
$532M +$1.61M +12,193 +0.3%
M&T Bank
17
M&T Bank
New York
$530M -$7.74M -58,586 -1%
Lido Advisors
18
Lido Advisors
California
$500M -$31.3M -236,757 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$495M +$8.32M +63,039 +2%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$491M -$11.1M -83,950 -2%
Mariner
21
Mariner
Kansas
$450M -$39.1M -296,174 -8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$424M +$6.29M +47,626 +2%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$424M +$27M +204,163 +7%
RFC
24
Regions Financial Corp
Alabama
$360M -$10.3M -77,845 -3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$332M -$365K -2,761 -0.1%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,274 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.