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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
SPL
2801
Smart Portfolios LLC
Washington
$988K -$2.05K -3 -0.2%
VFP
2802
Vilga Financial Planning
New Jersey
$988K +$1.37K +2 +0.1%
DI
2803
DDFG Inc
California
$986K +$7.51K +11 +0.7%
MWM
2804
Meritas Wealth Management
California
$986K +$53.9K +79 +6%
FFA
2805
Florida Financial Advisors
Florida
$983K +$172K +252 +20%
PCI
2806
Planning Center Inc
Illinois
$980K -$195K -286 -16%
AW
2807
Avion Wealth
Texas
$980K -$115K -168 -10%
AAS
2808
Asset Allocation Strategies
Michigan
$980K -$239K -350 -19%
RCM
2809
RMR Capital Management
California
$979K -$36.2K -53 -3%
KWA
2810
Kondo Wealth Advisors
California
$977K
TCM
2811
Towneley Capital Management
California
$976K +$2.05K +3 +0.2%
SA
2812
Skyline Advisors
Washington
$976K -$683 -1 -0.1%
PIP
2813
Peachtree Investment Partners
Florida
$974K +$242K +354 +31%
PS
2814
Portfolio Strategies
New York
$970K -$5.46K -8 -0.5%
NIM
2815
Nicollet Investment Management
Minnesota
$970K
CWMGP
2816
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$968K +$1.37K +2 +0.1%
NA
2817
Navellier & Associates
Nevada
$967K -$10.9K -16 -1%
LI
2818
LifeWealth Investments
Florida
$966K -$380K -556 -27%
SIG
2819
Sky Investment Group
Connecticut
$965K
MWA
2820
Muirfield Wealth Advisors
North Carolina
$963K +$88.8K +130 +10%
PAM
2821
PVG Asset Management
Colorado
$962K -$22.5K -33 -3%
MWA
2822
MN Wealth Advisors
Kansas
$962K -$417K -611 -29%
TA
2823
TrueWealth Advisors
Alabama
$962K +$72.4K +106 +8%
MMPW
2824
Mitchell McLeod Pugh & Williams
Alabama
$960K -$12.3K -18 -1%
PFA
2825
Pathway Financial Advisors
Vermont
$959K -$31.4K -46 -3%

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.