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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
LPP
2676
Life Planning Partners
Florida
$1.19M +$12.3K +18 +1%
GBA
2677
Garrison Bradford & Associates
New York
$1.19M +$1.25M +1,825 New
AWMS
2678
Advocacy Wealth Management Services
Georgia
$1.19M +$14.3K +21 +1%
RIM
2679
Rockbridge Investment Management
New York
$1.19M -$54.6K -80 -4%
COI
2680
Connable Office Inc
Michigan
$1.19M +$90.1K +132 +8%
BF
2681
Brooklyn FI
New York
$1.19M +$2.05K +3 +0.2%
RRA
2682
Red Reef Advisors
Florida
$1.19M +$106K +155 +9%
BLC
2683
Blue Line Capital
Illinois
$1.19M -$235K -344 -16%
IWN
2684
Independent Wealth Network
Iowa
$1.19M +$84.7K +124 +7%
SMG
2685
Smart Money Group
Texas
$1.18M -$16.4K -24 -1%
FIT
2686
Financially in Tune
Massachusetts
$1.18M -$37.6K -55 -3%
SVCP
2687
Silicon Valley Capital Partners
California
$1.18M -$45.8K -67 -4%
MAM
2688
McLean Asset Management
Virginia
$1.18M
JC
2689
JM2 Capital
Oklahoma
$1.18M
FWWM
2690
Fiscal Wisdom Wealth Management
Connecticut
$1.18M +$353K +517 +40%
AIA
2691
AssuredPartners Investment Advisors
Florida
$1.17M +$361K +528 +42%
GVCM
2692
Global View Capital Management
Wisconsin
$1.17M -$7.3M -10,692 -86%
TWM
2693
Tanager Wealth Management
United Kingdom
$1.17M +$154K +225 +14%
SFP
2694
SwitchPoint Financial Planning
Utah
$1.17M
WAM
2695
Worth Asset Management
Texas
$1.16M +$172K +252 +16%
NDSI
2696
Newman Dignan & Sheerar Inc
Rhode Island
$1.16M +$273K +400 +29%
BWP
2697
Barlow Wealth Partners
Kentucky
$1.16M +$105K +154 +10%
CBB
2698
Citizens Business Bank
California
$1.16M
PW
2699
Paladin Wealth
Minnesota
$1.16M +$514K +752 +74%
CWM
2700
CMH Wealth Management
New Hampshire
$1.16M +$1.21M +1,775 New

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.