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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
KLCM
2551
KG&L Capital Management
Louisiana
$1.46M -$276K -404 -15%
PAM
2552
Peninsula Asset Management
Florida
$1.44M -$49.8K -73 -3%
AIA
2553
Arbor Investment Advisors
North Carolina
$1.44M
EIA
2554
Emerald Investment Advisers
Pennsylvania
$1.44M +$1.5M +2,201 New
GIA
2555
Gateway Investment Advisers
Ohio
$1.43M +$79.2K +116 +6%
TCM
2556
TruNorth Capital Management
Michigan
$1.43M
RFA
2557
Rollins Financial Advisors
New York
$1.43M +$188K +276 +14%
CSF
2558
Capital Squared Financial
Maryland
$1.43M -$14.3K -21 -1%
AGP
2559
Autumn Glory Partners
Texas
$1.42M
WLIM
2560
White Lighthouse Investment Management
Massachusetts
$1.42M -$1.37K -2 -0.1%
TCM
2561
Traub Capital Management
Massachusetts
$1.42M
RC
2562
Randolph Company
Ohio
$1.41M -$123K -180 -8%
MW
2563
MBL Wealth
North Carolina
$1.4M +$3.41K +5 +0.2%
RIL
2564
Rothschild Investment LLC
Illinois
$1.4M +$279K +408 +24%
HPCM
2565
Hunter Perkins Capital Management
Illinois
$1.4M
JSSH
2566
J. Safra Sarasin Holding
$1.4M -$108K -158 -7%
WWG
2567
West Wealth Group
California
$1.4M +$475K +695 +48%
AIFS
2568
A&I Financial Services
Colorado
$1.39M +$152K +223 +12%
FWM
2569
FMB Wealth Management
California
$1.39M +$17.1K +25 +1%
PP
2570
Patron Partners
Texas
$1.39M -$552K -808 -28%
LJAC
2571
L.J. Altfest & Co
New York
$1.39M +$45.1K +66 +3%
BSG
2572
Black Swift Group
Colorado
$1.39M
EIM
2573
Ervin Investment Management
Washington
$1.38M -$10.9K -16 -0.7%
VIM
2574
Vista Investment Management
Pennsylvania
$1.38M +$85.4K +125 +6%
CIC
2575
Chilton Investment Company
Connecticut
$1.38M +$697K +1,020 +93%

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.