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iShares Core S&P 500 ETF

3,980 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, 1,773 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: 1,773 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,980 (-21)

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
3,980
Holders Change
-21
Holders Change %
-0.52%
% 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
1,773
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
WW
2476
Waterfront Wealth
Kansas
$1.61M -$28.7K -42 -2%
HPBT
2477
Hickory Point Bank & Trust
Illinois
$1.61M +$111K +162 +7%
AWP
2478
Accretive Wealth Partners
New Jersey
$1.61M -$10.2K -15 -0.6%
FFG
2479
Frisch Financial Group
New York
$1.61M -$15.7K -23 -0.9%
IIA
2480
IPG Investment Advisors
California
$1.61M +$1.26M +1,851 +305%
FOR
2481
Family Office Research
Maryland
$1.6M +$1.37K +2 +0.1%
MWM
2482
Maridea Wealth Management
New York
$1.6M -$57.4K -84 -3%
AWM
2483
Accurate Wealth Management
Florida
$1.6M -$282K -413 -15%
MA
2484
MBA Advisors
Pennsylvania
$1.6M -$89.5K -131 -5%
IWA
2485
Inspirion Wealth Advisors
Illinois
$1.6M -$30K -44 -2%
LC
2486
Lawood & Co
Pennsylvania
$1.59M
PAG
2487
Powers Advisory Group
Illinois
$1.59M +$190K +278 +13%
TFA
2488
Trinity Financial Advisors
Ohio
$1.59M -$255K -373 -13%
FAG
2489
Fortitude Advisory Group
Washington
$1.58M -$124K -181 -7%
ACM
2490
Argent Capital Management
Missouri
$1.57M -$2.68M -3,922 -62%
EPIM
2491
Evelyn Partners Investment Management
$1.57M +$20.5K +30 +1%
CWM
2492
ClientFirst Wealth Management
Arkansas
$1.56M
HPA
2493
High Probability Advisors
New York
$1.56M -$669K -980 -29%
BFP
2494
Birchwood Financial Partners
Minnesota
$1.56M -$9.56K -14 -0.6%
MBTD
2495
Mechanics Bank - Trust Department
California
$1.56M +$99K +145 +6%
CMAI
2496
Capital Management Associates Inc
Minnesota
$1.56M -$1.34M -1,957 -45%
CPSC
2497
Carl P. Sherr & Co
Massachusetts
$1.56M
PWS
2498
Proactive Wealth Strategies
Georgia
$1.55M +$878K +1,286 +117%
PEWA
2499
Pacific Excel Wealth Advisors
California
$1.55M +$614K +899 +61%
BCI
2500
Blue Capital Inc
Nebraska
$1.55M +$43.7K +64 +3%

IVV Hedge Fund Activity: Q1 2026 in Review

3,980 of the 8,134 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 1,773 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.

  • 3,980 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.