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iShares Core S&P 500 ETF

3,979 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, 1,772 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

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
3,979
Holders Change
-22
Holders Change %
-0.55%
% 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
1,772
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
BGDI
251
BW Gestao de Investimentos
Brazil
$196M -$300M -438,806 -59%
SPC
252
Sigma Planning Corp
Michigan
$195M +$3.46M +5,069 +2%
Kayne Anderson Rudnick Investment Management
253
Kayne Anderson Rudnick Investment Management
California
$195M +$1.96M +2,876 +1%
FWA
254
FORM Wealth Advisors
Wisconsin
$194M +$9.45M +13,834 +5%
HCA
255
Heck Capital Advisors
Wisconsin
$194M -$2.64M -3,865 -1%
FFA
256
First Foundation Advisors
California
$193M +$4.91M +7,191 +2%
TA
257
Teramo Advisors
Florida
$193M +$57.7M +84,500 +40%
GFP
258
Gryphon Financial Partners
Ohio
$192M -$2.56M -3,743 -1%
Lazard Asset Management
259
Lazard Asset Management
New York
$190M -$23.6M -34,571 -11%
BBVA
260
Banco Bilbao Vizcaya Argentaria
Spain
$188M +$36.6M +53,537 +23%
BBA
261
BLB&B Advisors
Pennsylvania
$188M +$10.7M +15,742 +6%
LW
262
Linscomb Wealth
Texas
$187M -$15M -21,997 -7%
EIG
263
Ellenbecker Investment Group
Wisconsin
$187M +$3M +4,394 +2%
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$186M -$2.31M -3,385 -1%
TLFA
265
True Link Financial Advisors
California
$184M -$15.5M -22,662 -7%
GIM
266
Goelzer Investment Management
Indiana
$183M +$5.35M +7,831 +3%
BSB
267
Bangor Savings Bank
Maine
$182M +$235K +344 +0.1%
GC
268
Gilbert & Cook
Iowa
$181M +$1.56M +2,288 +0.8%
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$180M +$8.66M +12,682 +5%
UWPG
270
Ullmann Wealth Partners Group
Florida
$178M -$2.55M -3,732 -1%
Calamos Advisors
271
Calamos Advisors
Illinois
$178M +$177M +259,168 +1,854%
LF
272
Lee Financial
Texas
$176M -$2.41M -3,532 -1%
DWM
273
Dakota Wealth Management
Florida
$176M -$3.45M -5,050 -2%
DIP
274
DT Investment Partners
Pennsylvania
$175M +$12.1M +17,764 +7%
CWM
275
Calamos Wealth Management
Illinois
$169M +$621K +910 +0.4%

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 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.

  • 3,979 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.