We are live on ! Find out more
IVV icon

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
SAA
2526
Southeast Asset Advisors
Georgia
$1.5M +$126K +185 +9%
GAA
2527
Guardian Asset Advisors
Pennsylvania
$1.5M -$47.1K -69 -3%
PHS
2528
Pekin Hardy Strauss
Illinois
$1.5M -$67.6K -99 -4%
LFG
2529
Lockerman Financial Group
California
$1.5M +$453K +663 +41%
WA
2530
Whipplewood Advisors
Colorado
$1.5M -$410K -601 -21%
KA
2531
KLCM Advisors
Wisconsin
$1.5M +$214K +314 +16%
DWM
2532
Denver Wealth Management
Colorado
$1.5M +$966K +1,415 +162%
LC
2533
LCNB Corp
Ohio
$1.49M +$218K +319 +16%
CP
2534
Canopy Partners
Ohio
$1.49M
SIS
2535
Strategic Investment Solutions
Illinois
$1.49M +$25.9K +38 +2%
SAM
2536
Sompo Asset Management
Japan
$1.49M +$23.9K +35 +2%
MFWP
2537
Mosaic Family Wealth Partners
Missouri
$1.49M +$578K +847 +59%
LWMI
2538
Legacy Wealth Management (Idaho)
Idaho
$1.49M +$559K +818 +56%
BFA
2539
Brown Financial Advisory
Alabama
$1.49M -$42.3K -62 -3%
CTFG
2540
Capstone Triton Financial Group
Oklahoma
$1.48M +$755K +1,105 +100%
WA
2541
WealthTrust Axiom
Pennsylvania
$1.48M +$2.73K +4 +0.2%
HA
2542
HFG Advisors
Ohio
$1.48M
ST
2543
Spinnaker Trust
Maine
$1.47M +$17.8K +26 +1%
HWP
2544
Hibernia Wealth Partners
Louisiana
$1.47M +$70.3K +103 +5%
RP
2545
Reinhart Partners
Wisconsin
$1.47M
CCC
2546
Compass Capital Corp
Massachusetts
$1.46M +$683 +1 +0.1%
IWS
2547
Integrity Wealth Solutions
Colorado
$1.46M +$4.1K +6 +0.3%
HC
2548
Hamilton Capital
Ohio
$1.46M +$34.8K +51 +2%
HFS
2549
Haverford Financial Services
Pennsylvania
$1.46M -$251K -368 -14%
7WCP
2550
71 West Capital Partners
Massachusetts
$1.46M +$165K +242 +12%

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.