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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
AFG
2601
ABLE Financial Group
Arizona
$1.33M -$78.5K -115 -5%
SH
2602
SLT Holdings
Arizona
$1.33M -$208K -305 -13%
LRIA
2603
Leonard Rickey Investment Advisors
Washington
$1.33M +$75.8K +111 +6%
MIC
2604
Means Investment Company
Maine
$1.32M -$23.9K -35 -2%
RWA
2605
Roberts Wealth Advisors
California
$1.32M +$147K +215 +12%
BWM
2606
Birchcreek Wealth Management
Ohio
$1.32M +$164K +240 +13%
AWM
2607
Accel Wealth Management
Iowa
$1.32M -$209K -306 -13%
IAP
2608
Indie Asset Partners
Indiana
$1.32M -$1.37K -2 -0.1%
CCM
2609
Crew Capital Management
Ohio
$1.32M +$683 +1 +0%
PPA
2610
Pacific Point Advisors
California
$1.31M +$498K +730 +57%
RPA
2611
Rock Point Advisors
Vermont
$1.31M +$28K +41 +2%
FMI
2612
F/M Investments
District of Columbia
$1.31M -$561K -821 -29%
LC
2613
Lavelle Capital
California
$1.31M -$283K -415 -17%
MS
2614
Madden Securities
Texas
$1.31M
MWM
2615
Marion Wealth Management
Pennsylvania
$1.31M -$47.1K -69 -3%
TAP
2616
Tounjian Advisory Partners
Florida
$1.3M -$2.73K -4 -0.2%
RFA
2617
Register Financial Advisors
Georgia
$1.3M +$48.5K +71 +4%
IP
2618
Indivisible Partners
Florida
$1.3M -$10.2K -15 -0.7%
IPW
2619
Intergy Private Wealth
Colorado
$1.3M -$17.1K -25 -1%
FWM
2620
Focused Wealth Management
New York
$1.29M -$10.2K -15 -0.8%
PSC
2621
Prentiss Smith & Co
Vermont
$1.29M
CWG
2622
Crown Wealth Group
North Carolina
$1.29M -$102K -149 -7%
GWM
2623
Goldenstone Wealth Management
California
$1.29M +$2.73K +4 +0.2%
LA
2624
LexAurum Advisors
Kansas
$1.29M +$1.34M +1,968 New
ACM
2625
Ardent Capital Management
Ohio
$1.28M

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.