We are live on ! Find out more
IVV icon

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
MG
2751
McHugh Group
Ohio
$1.07M
AWM
2752
Aureum Wealth Management
Florida
$1.07M +$96.3K +141 +9%
KCM
2753
Key Capital Management
Tennessee
$1.07M +$888K +1,301 +380%
AF
2754
Align Financial
Minnesota
$1.07M -$762M -1,116,447 -100%
QFA
2755
Quattro Financial Advisors
Texas
$1.07M +$402K +588 +56%
APP
2756
Avantax Planning Partners
Iowa
$1.07M -$173K -253 -13%
PWA
2757
Provenance Wealth Advisors
Florida
$1.06M
BCM
2758
Beck Capital Management
Texas
$1.06M -$1.25M -1,826 -53%
EWP
2759
Equity Wealth Partners
Missouri
$1.06M +$8.88K +13 +0.8%
FFA
2760
Frazier Financial Advisors
Ohio
$1.06M +$454K +665 +70%
RAM
2761
Redmond Asset Management
Virginia
$1.06M +$1.37K +2 +0.1%
BCA
2762
Bitterroot Capital Advisors
Montana
$1.05M +$2.05K +3 +0.2%
SCM
2763
Seascape Capital Management
New Hampshire
$1.05M +$683 +1 +0.1%
SGFG
2764
Silver Grove Financial Group
New York
$1.05M -$133K -195 -11%
FIM
2765
FWL Investment Management
Texas
$1.04M +$65.6K +96 +6%
MGWM
2766
Marks Group Wealth Management
Minnesota
$1.04M -$281K -411 -20%
PNFS
2767
PW Nova Financial Services
Pennsylvania
$1.04M -$6.83K -10 -0.6%
MWA
2768
Merkkuri Wealth Advisors
New York
$1.04M -$20.5K -30 -2%
SDWIA
2769
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.04M -$34.1K -50 -3%
GBWM
2770
Granite Bay Wealth Management
New Hampshire
$1.04M
4PL
2771
46 Peaks LLC
Pennsylvania
$1.04M
RTC
2772
Real Talk Capital
Tennessee
$1.03M +$25.3K +37 +2%
SIC
2773
SJS Investment Consulting
Ohio
$1.03M
WIM
2774
Warwick Investment Management
Texas
$1.03M +$29.4K +43 +3%
IFO
2775
Independent Family Office
New York
$1.02M

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.