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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
PGWM
2501
Pitti Group Wealth Management
New York
$1.55M +$100K +147 +7%
MJFG
2502
Mars Jewett Financial Group
Washington
$1.55M +$4.1K +6 +0.3%
VCP
2503
Vista Capital Partners
Oregon
$1.55M -$94.9K -139 -6%
EFG
2504
Ehrlich Financial Group
California
$1.55M -$340K -498 -17%
MW
2505
Marrick Wealth
California
$1.54M -$1.24M -1,810 -43%
TIA
2506
Tiemann Investment Advisors
California
$1.54M +$15K +22 +0.9%
NCM
2507
NCM Capital Management
New Jersey
$1.54M -$45.1K -66 -3%
PPA
2508
Painted Porch Advisors
California
$1.54M -$1.63M -2,383 -50%
EHC
2509
Everett Harris & Co
California
$1.53M
FMTC
2510
Farmers & Merchants Trust Company
California
$1.53M -$16.4K -24 -1%
CCA
2511
Cora Capital Advisors
New Jersey
$1.53M
PPW
2512
Pasadena Private Wealth
California
$1.53M -$68.3K -100 -4%
5NPW
2513
55 North Private Wealth
Florida
$1.52M +$938K +1,374 +143%
LBC
2514
Leigh Baldwin & Co
New York
$1.52M +$44.4K +65 +3%
EGA
2515
E&G Advisors
Texas
$1.52M -$1.37K -2 -0.1%
SW
2516
SkyOak Wealth
Michigan
$1.51M -$3.41K -5 -0.2%
NLWP
2517
Next Level Wealth Planning
Idaho
$1.51M +$152K +223 +11%
AMCA
2518
Arthur M. Cohen & Associates
Illinois
$1.51M +$3.41K +5 +0.2%
LAM
2519
Lakewood Asset Management
Illinois
$1.51M -$217K -318 -12%
AFW
2520
Avantra Family Wealth
Pennsylvania
$1.51M -$4.78K -7 -0.3%
CAM
2521
Cozad Asset Management
Illinois
$1.51M -$25.9K -38 -2%
AIM
2522
Athena Investment Management
California
$1.51M
GP
2523
GLR Partners
Maryland
$1.51M +$1.58M +2,307 New
CA
2524
Corrado Advisors
New Jersey
$1.51M +$4.1K +6 +0.3%
CA
2525
Cortland Associates
Missouri
$1.51M -$255K -373 -14%

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.