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iShares Core S&P 500 ETF

3,982 hedge funds and large institutions have $552B invested in iShares Core S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 1,774 increasing their positions, 1,518 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 124

17% more repeat investments, than reductions

Existing positions increased: 1,774 | Existing positions reduced: 1,518

0% less funds holding

Funds holding: 4,0023,982 (-20)

1.92% less ownership

Funds ownership: 78.97%77.05% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 1,2771,247 (-30)

6% less capital invested

Capital invested by funds: $587B → $552B (-$34.8B)

14% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.2B

Holders
3,982
Holders Change
-20
Holders Change %
-0.5%
% of All Funds
48.94%
Holding in Top 10
1,247
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-2.35%
% of All Funds
15.33%
New
168
Increased
1,774
Reduced
1,518
Closed
124
Calls
$1.88B
Puts
$2.2B
Net Calls
-$313M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.1B +$3.64B +5,327,026 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$22.6B +$519M +759,983 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.5B +$4.52B +6,617,317 +25%
Marshall Wace
4
Marshall Wace
United Kingdom
$17.2B -$4.21B -6,170,967 -19%
Creative Planning
5
Creative Planning
Kansas
$15.7B +$700M +1,025,490 +4%
Morgan Stanley
6
Morgan Stanley
New York
$15.3B -$441M -646,370 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$15B +$8.51B +12,467,700 +112%
Bank of America
8
Bank of America
North Carolina
$13.1B -$1.1B -1,617,371 -7%
Wells Fargo
9
Wells Fargo
California
$12.8B +$496M +726,090 +4%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$12.1B +$393M +575,630 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$12B -$6.93B -10,143,591 -36%
Nisa Investment Advisors
12
Nisa Investment Advisors
Missouri
$10.5B -$474M -694,579 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$10.2B -$57.5M -84,137 -0.5%
Goldman Sachs
14
Goldman Sachs
New York
$8.83B -$186M -272,430 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.73B -$78.8M -115,469 -0.9%
Millennium Management
16
Millennium Management
New York
$8.48B -$1.03B -1,508,472 -10%
Squarepoint
17
Squarepoint
New York
$7.94B +$1.15B +1,684,897 +16%
LPL Financial
18
LPL Financial
California
$7.57B +$754M +1,104,430 +11%
Northern Trust
19
Northern Trust
Illinois
$6.06B +$25.9M +37,864 +0.4%
CM
20
Capula Management
Cayman Islands
$5.94B +$5.79B +8,478,226 +1,375%
FCAS
21
First Command Advisory Services
Texas
$5.7B -$386M -565,322 -6%
Prudential Financial
22
Prudential Financial
New Jersey
$5.15B +$165M +242,331 +3%
Truist Financial
23
Truist Financial
North Carolina
$4.57B -$12.2M -17,814 -0.3%
Ameriprise
24
Ameriprise
Minnesota
$4.1B -$1.1B -1,611,280 -20%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.94B +$1.33M +1,941 +0%

IVV Hedge Fund Activity: Q1 2026 in Review

3,982 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2026, worth a combined $552B — down 5.9% from $587B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IVV positions and 124 closed out — a net gain of 44 holders — while 1,774 added to existing stakes and 1,518 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.51B. The largest seller was Corient Private Wealth, cutting an estimated $11.6B.

  • 3,982 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,002 in Q4 2025.
  • Funds reported $552B of iShares Core S&P 500 ETF stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 168 funds opened new iShares Core S&P 500 ETF positions in Q1 2026 and 124 closed out, a net change of +44 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $8.51B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2026 was Corient Private Wealth, an estimated $11.6B sold.

Based on aggregated 13F filings for Q1 2026.