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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
EMC
2726
Everest Management Corp
California
$1.12M -$171K -251 -13%
HIC
2727
Hamrick Investment Counsel
Washington
$1.12M +$748K +1,096 +177%
BRWM
2728
Blue Rock Wealth Management
North Carolina
$1.12M +$718K +1,052 +160%
BFA
2729
Bill Few Associates
Pennsylvania
$1.12M +$179K +262 +18%
SCM
2730
Sage Capital Management
New Jersey
$1.11M +$683 +1 +0.1%
SFS
2731
Strategic Financial Services
New York
$1.11M +$1.16M +1,702 New
GCM
2732
GKV Capital Management
California
$1.11M -$120K -176 -9%
TCCM
2733
Timber Creek Capital Management
Massachusetts
$1.11M
NPPM
2734
North Point Portfolio Managers
Ohio
$1.11M +$283K +415 +32%
RCM
2735
Regency Capital Management
Hawaii
$1.11M +$24.6K +36 +2%
SWP
2736
Stone Wealth Partners
Louisiana
$1.1M -$60.1K -88 -5%
GL
2737
Gerber LLC
Ohio
$1.1M
RW
2738
Rockport Wealth
Ohio
$1.1M
SFP
2739
Sandbox Financial Partners
Maryland
$1.1M -$16.4K -24 -1%
LC
2740
Lavaca Capital
Texas
$1.1M +$6.15K +9 +0.5%
IWS
2741
Insight Wealth Strategies
California
$1.09M -$40.3K -59 -3%
SWM
2742
Selby Wealth Management
California
$1.09M +$49.8K +73 +5%
FPN
2743
Financial Planning Navigators
Minnesota
$1.09M -$19.1K -28 -2%
MHWM
2744
Montz Harcus Wealth Management
Louisiana
$1.09M +$5.46K +8 +0.5%
APWA
2745
Atlas Private Wealth Advisors
New Jersey
$1.09M +$479K +702 +73%
APIM
2746
Agate Pass Investment Management
Washington
$1.09M -$2.05K -3 -0.2%
BWG
2747
Balanced Wealth Group
Ohio
$1.09M -$163K -238 -13%
MCM
2748
McRae Capital Management
New Jersey
$1.09M -$458K -670 -29%
ACA
2749
Anchor Capital Advisors
Massachusetts
$1.08M -$149K -218 -12%
CCWM
2750
Correct Capital Wealth Management
Missouri
$1.07M

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.