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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
NA
2626
Novus Advisors
South Carolina
$1.28M -$32.8K -48 -2%
VDC
2627
Van Diest Capital
Iowa
$1.28M -$468K -685 -26%
AWM
2628
Atticus Wealth Management
Florida
$1.28M +$340K +498 +34%
AT
2629
Avalon Trust
New Mexico
$1.28M
1CP
2630
17 Capital Partners
Arizona
$1.28M +$38.9K +57 +3%
BWP
2631
Balboa Wealth Partners
Arizona
$1.28M -$78.5K -115 -6%
WWA
2632
Wingate Wealth Advisors
Massachusetts
$1.28M -$10.9K -16 -0.8%
BC
2633
BDFS Capital
Delaware
$1.28M +$173K +254 +15%
SO
2634
Sierra Ocean
California
$1.27M
BSCCG
2635
Blue Sky Capital Consultants Group
California
$1.27M +$1.12M +1,644 +541%
SWM
2636
Sterling Wealth Management
Illinois
$1.27M -$60.1K -88 -4%
FSA
2637
Fort Sheridan Advisors
Illinois
$1.27M
CWM
2638
CCG Wealth Management
California
$1.26M +$34.8K +51 +3%
WWM
2639
Woodside Wealth Management
Massachusetts
$1.26M +$41K +60 +3%
SWM
2640
Steelhead Wealth Management
Virginia
$1.26M +$1.32M +1,933 New
IA
2641
Intellus Advisors
Florida
$1.26M +$492K +720 +60%
EF
2642
Elite Financial
Idaho
$1.26M -$34.1K -50 -3%
JSA
2643
Jim Saulnier & Associates
Colorado
$1.26M -$43K -63 -3%
BI
2644
Ballast Inc
Kentucky
$1.25M +$2.73K +4 +0.2%
Fayez Sarofim & Co
2645
Fayez Sarofim & Co
Texas
$1.25M -$806K -1,180 -38%
TBFA
2646
Three Bearings Fiduciary Advisors
New Hampshire
$1.25M -$159K -233 -11%
NFA
2647
Northwest Financial Advisors
Virginia
$1.25M -$25.3K -37 -2%
AT
2648
Adelphi Trust
Florida
$1.25M +$746K +1,093 +133%
BS
2649
BCI Securities
Florida
$1.25M +$763K +1,117 +141%
FNWA
2650
Financial Network Wealth Advisors
Utah
$1.25M +$32.1K +47 +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.