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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
PFA
2701
Portland Financial Advisors
New York
$1.16M +$241K +353 +25%
JSAM
2702
J. Safra Asset Management
New York
$1.16M
AIA
2703
Aventus Investment Advisors
Florida
$1.15M -$54.6K -80 -4%
1L
2704
10Elms LLP
Oklahoma
$1.15M +$1.19M +1,741 +6,696%
SA
2705
Sincerus Advisory
New York
$1.15M +$145K +212 +14%
MBI
2706
May Barnhard Investments
Maryland
$1.15M +$5.46K +8 +0.5%
FVWA
2707
Foster Victor Wealth Advisors
South Carolina
$1.15M +$363K +531 +48%
CF
2708
Clarity Financial
Texas
$1.14M +$43.7K +64 +4%
AG
2709
AmeriFlex Group
Nevada
$1.14M -$99K -145 -8%
NF
2710
Nvest Financial
New Hampshire
$1.14M -$38.2K -56 -3%
VC
2711
Veracity Capital
Georgia
$1.14M +$84.7K +124 +8%
CL
2712
COWA LLC
Oklahoma
$1.14M -$2.12M -3,098 -63%
HWM
2713
Horizon Wealth Management
Illinois
$1.14M +$10.9K +16 +0.9%
SWA
2714
Sightline Wealth Advisors
Connecticut
$1.13M -$1.37K -2 -0.1%
BCM
2715
Brookmont Capital Management
Texas
$1.13M +$64.9K +95 +6%
KFP
2716
Keener Financial Planning
Texas
$1.13M
LI
2717
LMCG Investments
Massachusetts
$1.13M +$53.9K +79 +5%
PAG
2718
Poinciana Advisors Group
Florida
$1.13M
CWA
2719
Crux Wealth Advisors
California
$1.13M -$61.5K -90 -5%
NWM
2720
Northwest Wealth Management
Iowa
$1.13M -$27.3K -40 -2%
AP
2721
Atwood & Palmer
Missouri
$1.13M -$34.1K -50 -3%
HSG
2722
Helen Stephens Group
Texas
$1.13M +$5.46K +8 +0.5%
JFG
2723
Juno Financial Group
Virginia
$1.12M +$3.41K +5 +0.3%
RFN
2724
Redwood Financial Network
Ohio
$1.12M +$43K +63 +4%
CCM
2725
Charter Capital Management
Wisconsin
$1.12M +$115K +168 +11%

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.