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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
CD
2776
Capital Developers
North Carolina
$1.02M -$24.6K -36 -2%
DW
2777
Dodds Wealth
Colorado
$1.02M +$2.73K +4 +0.3%
DOA
2778
D'Orazio & Associates
Virginia
$1.02M +$632K +925 +146%
CCG
2779
Ceeto Capital Group
Florida
$1.02M
RAM
2780
Ramirez Asset Management
New York
$1.02M
SAM
2781
SP Asset Management
California
$1.01M -$2.14M -3,139 -67%
CAM
2782
Close Asset Management
United Kingdom
$1.01M -$181K -265 -15%
VWM
2783
VCI Wealth Management
Missouri
$1.01M +$79.2K +116 +8%
BFG
2784
Bouchey Financial Group
New York
$1.01M +$11.6K +17 +1%
CPCM
2785
Cardinal Point Capital Management
Ontario, Canada
$1.01M -$409K -599 -28%
HBS
2786
Howard Bailey Securities
Indiana
$1M -$432K -633 -29%
CWM
2787
Copia Wealth Management
Oregon
$999K -$523K -766 -33%
RSEWM
2788
River's Edge Wealth Management
Pennsylvania
$999K -$2.05K -3 -0.2%
1WA
2789
180 Wealth Advisors
Washington
$999K +$158K +231 +18%
CLIP
2790
Colter Lewis Investment Partners
Connecticut
$999K -$6.01M -8,799 -85%
KAM
2791
Karani Asset Management
New York
$997K +$2.05K +3 +0.2%
OS
2792
Objectivity Squared
South Carolina
$996K +$20.5K +30 +2%
OWP
2793
ORG Wealth Partners
Texas
$995K +$88.8K +130 +9%
A
2794
Argentarii
Ohio
$994K +$13.7K +20 +1%
WAOTB
2795
Wealth Advisors of Tampa Bay
Florida
$993K -$683 -1 -0.1%
LHWM
2796
Lake Hills Wealth Management
Texas
$993K
FPWM
2797
FSB Premier Wealth Management
Iowa
$991K -$156K -229 -13%
RC
2798
Reik & Co
New York
$990K
FFG
2799
Fiduciary Financial Group
California
$989K +$62.8K +92 +6%
HCP
2800
Hexagon Capital Partners
Arkansas
$989K +$1.03M +1,514 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.