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iShares Core S&P 500 ETF

3,979 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, 1,772 increasing their positions, 1,517 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

1.92% less ownership

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

2% less funds holding in top 10

Funds holding in top 10: 1,2761,246 (-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
3,979
Holders Change
-22
Holders Change %
-0.55%
% of All Funds
48.93%
Holding in Top 10
1,246
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-2.35%
% of All Funds
15.32%
New
168
Increased
1,772
Reduced
1,517
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
PP
226
Prudential plc
United Kingdom
$234M -$24.2M -35,398 -9%
IWC
227
Integrated Wealth Concepts
Massachusetts
$234M +$61.6M +90,196 +34%
SWP
228
Sagespring Wealth Partners
Tennessee
$227M -$3.53M -5,176 -1%
SWP
229
Stratos Wealth Partners
Ohio
$224M -$350K -512 -0.1%
VIA
230
Vantagepoint Investment Advisers
District of Columbia
$221M +$32.6M +47,787 +16%
DLIC
231
Daido Life Insurance Company
Japan
$219M
VA
232
Vestwell Advisors
New York
$219M
AWM
233
Apollon Wealth Management
South Carolina
$219M +$10.4M +15,166 +5%
EH
234
Equitable Holdings
New York
$218M +$2.81M +4,110 +0.6%
TFM
235
TFC Financial Management
Massachusetts
$218M +$1.12M +1,635 +0.5%
ESL
236
Endurance Services Ltd
New York
$217M
LPT
237
Legacy Private Trust
Wisconsin
$216M -$1.71M -2,502 -0.8%
Arrowstreet Capital
238
Arrowstreet Capital
Massachusetts
$212M +$51.2M +75,049 +30%
RWM
239
RKL Wealth Management
Pennsylvania
$211M -$32.8M -48,020 -13%
SW
240
SoFi Wealth
California
$210M -$5.6M -8,200 -2%
TI
241
Tidal Investments
Wisconsin
$210M -$260M -381,332 -54%
MFG
242
Merit Financial Group
Georgia
$210M +$22.3M +32,694 +11%
TLIC
243
Taiyo Life Insurance Company
Japan
$206M -$47.8M -70,000 -18%
TFO
244
Tarbox Family Office
California
$205M -$1.41M -2,065 -0.7%
AIIMS
245
Analyst IMS Investment Management Services
Israel
$203M -$18.6M -27,180 -8%
PS
246
Principal Securities
Iowa
$202M +$9.79M +14,344 +5%
GT
247
Glenview Trust
Kentucky
$200M +$458K +671 +0.2%
Mitsubishi UFJ Trust & Banking
248
Mitsubishi UFJ Trust & Banking
Japan
$199M -$67.3M -98,545 -24%
CNHF
249
Conrad N. Hilton Foundation
California
$199M +$130M +190,652 +167%
EPA
250
Element Pointe Advisors
Florida
$199M +$6.56M +9,605 +3%

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 added to existing stakes and 1,517 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.

  • 3,979 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,001 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.