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iShares Core S&P 500 ETF

3,979 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, 1,772 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

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
3,979
Holders Change
-22
Holders Change %
-0.55%
% 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
1,772
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
LBC
276
Lowe Brockenbrough & Co
Virginia
$169M -$21.8M -31,931 -11%
LFG
277
Leverty Financial Group
Wisconsin
$168M +$4.24M +6,208 +2%
SF
278
Summit Financial
New Jersey
$167M +$17.5M +25,678 +11%
AUB
279
Atlantic Union Bankshares
Virginia
$167M +$901K +1,319 +0.5%
QCG
280
Quadrant Capital Group
Ohio
$165M +$3.83M +5,609 +2%
MMA
281
Mizuho Markets Americas
New York
$163M -$17.1M -25,000 -9%
MLIC
282
Mandatum Life Insurance Company
Finland
$161M +$796K +1,165 +0.5%
AI
283
Atria Investments
North Carolina
$161M -$3.2M -4,685 -2%
MWM
284
Modera Wealth Management
New Jersey
$159M -$9.96M -14,590 -6%
MFIM
285
Mesirow Financial Investment Management
Illinois
$159M +$57.8M +84,679 +53%
GC
286
Grimes & Company
Massachusetts
$159M -$9.26M -13,558 -5%
MA
287
Montag & Associates
Georgia
$158M -$9.19M -13,465 -5%
RCA
288
Resonant Capital Advisors
Wisconsin
$158M +$22.7M +33,296 +16%
JFA
289
JNBA Financial Advisors
Minnesota
$158M -$83.7M -122,620 -34%
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$157M -$33.9M -49,680 -17%
Sumitomo Mitsui Trust Group
291
Sumitomo Mitsui Trust Group
Japan
$157M -$49.4M -72,410 -23%
VFA
292
Valeo Financial Advisors
Indiana
$157M +$3.01M +4,407 +1%
IAA
293
Independent Advisor Alliance
North Carolina
$155M +$143M +208,856 +730%
SWM
294
Spire Wealth Management
Virginia
$154M -$4.01M -5,877 -2%
ASN
295
Advisory Services Network
Georgia
$152M +$2.68M +3,922 +2%
FSWA
296
Financial Synergies Wealth Advisors
Texas
$152M -$1.45M -2,128 -0.9%
BIM
297
Bridges Investment Management
Nebraska
$152M -$17.5M -25,686 -10%
BOH
298
Bank of Hawaii
Hawaii
$152M +$7.21M +10,558 +5%
FBB
299
Fulton Breakefield Broenniman
Maryland
$151M +$13.5M +19,755 +9%
OFS
300
Orrstown Financial Services
Pennsylvania
$150M +$51.7M +75,654 +49%

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 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.

  • 3,979 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.