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
CIAS
2576
Capital Investment Advisory Services
North Carolina
$1.38M -$13.9M -20,339 -91%
PWP
2577
Principle Wealth Partners
Connecticut
$1.38M +$22.5K +33 +2%
III
2578
Independent Investors Inc
New York
$1.38M
SI
2579
Stirlingshire Investments
New York
$1.37M +$378K +553 +36%
MHB
2580
Midwest Heritage Bank
Iowa
$1.37M -$2.05K -3 -0.1%
MCM
2581
Mendel Capital Management
Arkansas
$1.37M +$1.43M +2,100 New
YC
2582
Yarbrough Capital
Tennessee
$1.37M
HIS
2583
Harvest Investment Services
Illinois
$1.37M -$194K -284 -12%
FAN
2584
Financial Advisors Network
California
$1.37M -$11.6K -17 -0.8%
KCM
2585
Kathmere Capital Management
Pennsylvania
$1.37M -$12.3K -18 -0.9%
CFFP
2586
Center for Financial Planning
Michigan
$1.36M -$21.2K -31 -1%
SP
2587
Sequent Planning
Nebraska
$1.36M +$223K +327 +19%
CW
2588
Cornerstone Wealth
Tennessee
$1.36M +$1.3M +1,904 New
WAG
2589
Wallace Advisory Group
California
$1.36M -$33.5K -49 -2%
MCP
2590
Miller Capital Partners
Michigan
$1.36M +$34.1K +50 +2%
MAS
2591
Meeder Advisory Services
Ohio
$1.36M +$595K +871 +72%
SWA
2592
Strata Wealth Advisors
Texas
$1.35M -$48.5K -71 -3%
LFGO
2593
Legacy Financial Group (Oklahoma)
Oklahoma
$1.35M -$44.4K -65 -3%
MFA
2594
McClarren Financial Advisors
Pennsylvania
$1.35M -$6.1M -8,932 -81%
FNB
2595
Farmers National Bank
Kentucky
$1.35M
BA
2596
Ballast Advisors
Minnesota
$1.34M +$434K +636 +33%
CS
2597
Cannell & Spears
New York
$1.34M +$126K +184 +10%
SFG
2598
Strive Financial Group
Indiana
$1.34M +$18.4K +27 +1%
SP
2599
SmartHarvest Portfolios
Washington
$1.33M -$1.89M -2,770 -58%
CWMS
2600
Cannon Wealth Management Services
North Carolina
$1.33M -$4.1K -6 -0.3%

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.