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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
HIP
2901
Harrell Investment Partners
Texas
$853K -$41.7K -61 -4%
EWM
2902
Elevation Wealth Management
Minnesota
$851K -$10.9K -16 -1%
CF
2903
Convergence Financial
Missouri
$849K +$28K +41 +3%
HCM
2904
Hudson Capital Management
New Jersey
$848K +$33.5K +49 +4%
IIA
2905
Integral Investment Advisors
California
$847K +$85.4K +125 +11%
CWAG
2906
Compton Wealth Advisory Group
Virginia
$847K
UWM
2907
USAdvisors Wealth Management
Minnesota
$847K +$2.05K +3 +0.2%
CANC
2908
Culbertson A N & Co
Virginia
$846K -$64.9K -95 -7%
HC
2909
Hurley Capital
New York
$845K +$168K +246 +23%
SKK
2910
Shepherd Kaplan Krochuk
Massachusetts
$845K -$34.1K -50 -4%
FPF
2911
First Pacific Financial
Washington
$845K +$237K +347 +37%
NEWAS
2912
N.E.W. Advisory Services
Wisconsin
$844K +$24.6K +36 +3%
BMA
2913
Brooks Moore & Associates
Tennessee
$843K -$68.3K -100 -7%
FWM
2914
Foguth Wealth Management
Michigan
$842K +$216K +316 +40%
IP
2915
Ignite Planners
California
$841K -$5.46K -8 -0.6%
WIA
2916
Westbourne Investment Advisors
Maryland
$841K -$101K -148 -10%
AFO
2917
Arrowroot Family Office
California
$840K +$8.88K +13 +1%
AF
2918
Arrow Financial
New York
$840K +$13.7K +20 +2%
PIM
2919
Penobscot Investment Management
Massachusetts
$839K -$37.6K -55 -4%
RWM
2920
RMG Wealth Management
Wisconsin
$839K -$161K -236 -17%
DLCIG
2921
D.L. Carlson Investment Group
New Hampshire
$837K -$9.56K -14 -1%
HWM
2922
HRC Wealth Management
Idaho
$833K +$30.7K +45 +4%
MEAC
2923
M.E. Allison & Co
Texas
$833K
FF
2924
Foundry Financial
California
$833K +$871K +1,275 New
O3W
2925
Omni 360 Wealth
New Jersey
$833K -$104K -152 -11%

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.