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iShares Core S&P 500 ETF

4,084 hedge funds and large institutions have $705B invested in iShares Core S&P 500 ETF in 2026 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,824 increasing their positions, 1,463 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 68

104.07% more ownership

Funds ownership: 77.07%181.14% (+104%)

28% more capital invested

Capital invested by funds: $552B → $705B (+$153B)

25% more repeat investments, than reductions

Existing positions increased: 1,824 | Existing positions reduced: 1,463

5% more funds holding in top 10

Funds holding in top 10: 1,2481,306 (+58)

2% more funds holding

Funds holding: 3,9934,084 (+91)

0% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.28B

Holders
4,084
Holders Change
+91
Holders Change %
+2.28%
% of All Funds
49.36%
Holding in Top 10
1,306
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+4.65%
% of All Funds
15.78%
New
239
Increased
1,824
Reduced
1,463
Closed
68
Calls
$2.28B
Puts
$2.28B
Net Calls
-$1.15M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Apollon Wealth Management
South Carolina
$289M +$36.6M +50,227 +15%
EWA
227
EP Wealth Advisors
California
$288M +$1.1M +1,513 +0.4%
SCM
228
Steele Capital Management
Iowa
$283M +$608K +835 +0.2%
Lido Advisors
229
Lido Advisors
California
$281M -$33.1M -45,472 -11%
PS
230
Principal Securities
Iowa
$279M +$45.4M +62,342 +20%
BP
231
Ballentine Partners
Massachusetts
$278M +$1.22M +1,670 +0.5%
AWC
232
Abundance Wealth Counselors
Pennsylvania
$273M +$108M +147,846 +68%
Daiwa Securities Group
233
Daiwa Securities Group
Japan
$273M +$64.4M +88,495 +32%
HCA
234
Heck Capital Advisors
Wisconsin
$271M +$47.2M +64,826 +22%
SWP
235
Sagespring Wealth Partners
Tennessee
$270M +$10.3M +14,173 +4%
FHB
236
First Hawaiian Bank
Hawaii
$270M -$2.22M -3,043 -0.8%
TA
237
Teramo Advisors
Florida
$270M +$47.3M +65,000 +22%
TC
238
Toews Corporation
New Jersey
$266M -$14.6M -20,060 -5%
MFG
239
Merit Financial Group
Georgia
$265M +$23.5M +32,223 +10%
AA
240
Ashford Advisors
New York
$256M -$13.5M -18,471 -5%
PP
241
Prudential plc
United Kingdom
$255M -$13.1M -17,955 -5%
SW
242
SoFi Wealth
California
$253M +$11.7M +16,087 +5%
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
$252M -$50.1M -68,859 -17%
SWP
244
Stratos Wealth Partners
Ohio
$251M -$5.28M -7,244 -2%
VA
245
Vestwell Advisors
New York
$251M
Wellington Management Group
246
Wellington Management Group
Massachusetts
$250M -$25.1M -34,430 -9%
ESL
247
Endurance Services Ltd
New York
$249M
VIA
248
Vantagepoint Investment Advisers
District of Columbia
$248M -$5.1M -7,009 -2%
Mitsubishi UFJ Trust & Banking
249
Mitsubishi UFJ Trust & Banking
Japan
$247M +$18.2M +24,977 +8%
FWA
250
FORM Wealth Advisors
Wisconsin
$247M +$23.6M +32,342 +11%

IVV Hedge Fund Activity: Q2 2026 in Review

4,084 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2026, worth a combined $705B — up 28% from $552B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new IVV positions and 68 closed out — a net gain of 171 holders — while 1,824 added to existing stakes and 1,463 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $846B. The largest seller was Squarepoint, cutting an estimated $3.03B.

  • 4,084 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2026, up from 3,993 in Q1 2026.
  • Funds reported $705B of iShares Core S&P 500 ETF stock for Q2 2026, up 28% quarter-over-quarter.
  • 239 funds opened new iShares Core S&P 500 ETF positions in Q2 2026 and 68 closed out, a net change of +171 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2026 was Alaska Permanent Fund, an estimated $846B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2026 was Squarepoint, an estimated $3.03B sold.

Based on aggregated 13F filings for Q2 2026.