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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
FFP
2926
FourThought Financial Partners
Florida
$833K -$683 -1 -0.1%
OWA
2927
Opal Wealth Advisors
New York
$832K -$4.62M -6,763 -84%
DFA
2928
DHJJ Financial Advisors
Illinois
$832K -$55.3K -81 -6%
KWM
2929
Kassira Wealth Management
Tennessee
$832K
NWMP
2930
Noble Wealth Management PBC
Colorado
$831K -$13K -19 -1%
WCAMG
2931
Woodard & Company Asset Management Group
North Carolina
$827K +$17.8K +26 +2%
GA
2932
Gordian Advisors
Arizona
$826K +$636K +932 +280%
JTWM
2933
Jackson Thornton Wealth Management
Alabama
$825K
TFGT
2934
TS Financial Group (TSFG)
Illinois
$824K +$9.56K +14 +1%
PS
2935
Pinney & Scofield
Massachusetts
$824K +$86.7K +127 +11%
TFG
2936
Tilson Financial Group
New Jersey
$821K -$167K -245 -16%
SFWC
2937
Strategic Family Wealth Counselors
New Jersey
$817K
HCM
2938
Hillman Capital Management
Maryland
$817K +$156K +228 +22%
RCG
2939
Regatta Capital Group
California
$814K +$48.5K +71 +6%
PCMM
2940
Piedmont Capital Management (Montana)
Montana
$814K +$89.5K +131 +12%
BW
2941
BostonPremier Wealth
Massachusetts
$810K +$683 +1 +0.1%
IC
2942
Inscription Capital
Texas
$810K -$106K -155 -11%
PFG
2943
Prosperity Financial Group
California
$810K -$81.3K -119 -9%
FNBSF
2944
First National Bank Sioux Falls
South Dakota
$806K -$21.9K -32 -3%
MAS
2945
Madden Advisory Services
Florida
$805K -$257K -376 -23%
HWM
2946
Horizons Wealth Management
North Carolina
$805K -$3.41K -5 -0.4%
AFA
2947
Avant Financial Advisors
Texas
$801K +$2.73K +4 +0.3%
CAM
2948
Congress Asset Management
Massachusetts
$801K -$10.2M -14,979 -92%
WMA
2949
William Mack & Associates
Michigan
$801K -$197K -288 -19%
IWA
2950
Invera Wealth Advisors
Oregon
$800K -$91.5K -134 -10%

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.