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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
CCM
2826
Colorado Capital Management
Colorado
$958K
WWM
2827
WT Wealth Management
Arizona
$957K
FWA
2828
Flagship Wealth Advisors
Massachusetts
$955K +$4.78K +7 +0.5%
GI
2829
GLOBALT Investments
Georgia
$954K -$32.8K -48 -3%
DCA
2830
DSG Capital Advisors
Minnesota
$952K
TFG
2831
Team Financial Group
California
$945K +$43K +63 +5%
GRWP
2832
Green Ridge Wealth Planning
New Jersey
$945K
CCT
2833
Capital City Trust
Florida
$945K -$49.2K -72 -5%
IFS
2834
Ifrah Financial Services
Arkansas
$944K -$68.3K -100 -6%
MKA
2835
M. Kulyk & Associates
Georgia
$942K
EIP
2836
Essential Investment Partners
Colorado
$942K +$4.78K +7 +0.5%
I
2837
InvesTrust
Oklahoma
$941K -$21.9K -32 -2%
GWA
2838
Gutierrez Wealth Advisory
Arkansas
$935K +$15.7K +23 +2%
CRI
2839
Colonial River Investments
Virginia
$934K -$206K -302 -17%
UBG
2840
United Bank (Georgia)
Georgia
$934K -$58.7K -86 -6%
TWM
2841
Thryve Wealth Management
Texas
$931K +$709K +1,039 +268%
PIFP
2842
Partners in Financial Planning
Virginia
$926K
JDLA
2843
J. Derek Lewis & Associates
California
$923K +$19.1K +28 +2%
BSI
2844
Bennett Selby Investments
Maine
$920K
GFP
2845
Guardian Financial Partners
California
$918K -$145K -212 -13%
HFA
2846
Highland Financial Advisors
New Jersey
$918K +$391K +573 +69%
PMG
2847
ProVise Management Group
Florida
$918K -$10.9K -16 -1%
SCA
2848
STALEY CAPITAL ADVISERS
Pennsylvania
$916K -$30.7K -45 -3%
CCG
2849
Chatham Capital Group
Georgia
$916K
SAM
2850
Sequent Asset Management
Texas
$915K -$251K -367 -21%

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.