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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
KWM
2876
KFG Wealth Management
Indiana
$889K -$17.8K -26 -2%
JBA
2877
Johnson Bixby & Associates
Washington
$888K -$1.37K -2 -0.1%
PP
2878
Pearl Planning
Michigan
$883K -$683 -1 -0.1%
CIG
2879
Cullen Investment Group
Louisiana
$882K -$70.3K -103 -7%
RWA
2880
Reicon Wealth Advisors
Georgia
$880K +$53.3K +78 +6%
ECM
2881
Elgethun Capital Management
South Dakota
$878K
VCM
2882
Virtue Capital Management
Tennessee
$877K -$948K -1,388 -50%
SWM
2883
Shakespeare Wealth Management
Wisconsin
$876K +$60.1K +88 +7%
EI
2884
Ethic Inc
New York
$875K +$264K +387 +41%
LFS
2885
Littlejohn Financial Services
Oregon
$874K -$186K -272 -17%
HTHT
2886
Hemenway Trust Hemenway Trust
New Hampshire
$871K
PT
2887
Plimoth Trust
Massachusetts
$871K +$73.7K +108 +9%
TCM
2888
Tandem Capital Management
New Jersey
$866K -$27.3K -40 -3%
FF
2889
Financial Futures
New Jersey
$866K
TF
2890
Tenon Financial
New Jersey
$866K -$216K -316 -19%
AWAG
2891
ARS Wealth Advisors Group
Florida
$865K -$4.1K -6 -0.5%
DAM
2892
Delta Asset Management
Tennessee
$865K -$65.6K -96 -7%
PFSC
2893
Peoples Financial Services Corp
Pennsylvania
$864K
CSB
2894
City State Bank
Iowa
$864K
HWA
2895
Heartwood Wealth Advisors
Virginia
$862K +$901K +1,320 New
GWWM
2896
Great Waters Wealth Management
Minnesota
$860K +$4.1K +6 +0.5%
TGIA
2897
Torrey Growth & Income Advisors
California
$858K
CHC
2898
City Holding Co
West Virginia
$856K -$111K -163 -11%
LWP
2899
LMG Wealth Partners
Louisiana
$855K -$6.83K -10 -0.8%
MFG
2900
Monte Financial Group
Connecticut
$854K +$152K +223 +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.