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
AWA
2851
Amplius Wealth Advisors
Pennsylvania
$914K +$2.73K +4 +0.3%
NIA
2852
NBZ Investment Advisors
Tennessee
$913K
PRP
2853
Peak Retirement Planning
Ohio
$912K +$126K +185 +15%
IRAG
2854
Investment Research & Advisory Group
Georgia
$911K -$34.1K -50 -3%
PRI
2855
Prepared Retirement Institute
Pennsylvania
$911K -$4.78K -7 -0.5%
GC
2856
Gibson Capital
Pennsylvania
$909K
SIAG
2857
Safeguard Investment Advisory Group
California
$906K -$195K -286 -17%
CFA
2858
Capstone Financial Advisors
Illinois
$906K +$39.6K +58 +4%
Pictet Asset Management
2859
Pictet Asset Management
Switzerland
$905K -$51.2M -74,954 -98%
SIAS
2860
Summit Investment Advisory Services
Minnesota
$905K -$4.1K -6 -0.4%
CWM
2861
Chemistry Wealth Management
New York
$902K +$49.8K +73 +6%
B
2862
Bensler
Washington
$901K +$30.7K +45 +3%
BI
2863
Bradyco Inc
Massachusetts
$901K +$4.78K +7 +0.5%
KFAS
2864
Keating Financial Advisory Services
Kansas
$900K +$77.8K +114 +9%
VFG
2865
Victory Financial Group
Texas
$900K +$81.3K +119 +9%
AV
2866
Aspiring Ventures
Ohio
$899K
AA
2867
Addison Advisors
Vermont
$898K -$140K -205 -13%
MIA
2868
MeadowBrook Investment Advisors
Michigan
$898K
PF
2869
Penney Financial
Texas
$898K
WKWM
2870
Walter & Keenan Wealth Management
Indiana
$896K
TC
2871
Tenret Company
Florida
$896K
LJHT
2872
Laurie J. Hall Trustee
$894K +$394K +577 +73%
WTA
2873
Washington Trust Advisors
Massachusetts
$893K -$636K -931 -40%
PP
2874
Prosperity Planning
Missouri
$890K +$311K +455 +50%
CISOA
2875
Capital Investment Services of America
Wisconsin
$890K +$7.51K +11 +0.8%

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.