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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
HCA
3001
Harbor Capital Advisors
Illinois
$738K -$901K -1,319 -54%
CWP
3002
Concord Wealth Partners
Virginia
$738K +$456K +668 +145%
SIAP
3003
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$737K
TFA
3004
TPG Financial Advisors
Oregon
$734K -$99K -145 -11%
Jane Street
3005
Jane Street
New York
$734K -$44.4K -65 -5%
AFA
3006
Arlington Financial Advisors
California
$733K -$124K -182 -14%
TVPW
3007
Third View Private Wealth
Connecticut
$733K +$15.7K +23 +2%
SIC
3008
Samalin Investment Counsel
New York
$732K -$577K -845 -43%
TWD
3009
True Wealth Design
Ohio
$730K -$11.6K -17 -1%
FRA
3010
Front Row Advisors
California
$730K
GC
3011
Glenorchy Capital
Australia
$730K
CG
3012
CFO4Life Group
Texas
$729K +$77.8K +114 +11%
CRWM
3013
Castle Rock Wealth Management
California
$728K +$149K +218 +25%
ISFAN
3014
Investor's Fiduciary Advisor Network
Washington
$727K -$225K -330 -23%
GHAM
3015
Gilman Hill Asset Management
Connecticut
$726K -$380K -556 -33%
SNBOSD
3016
Security National Bank of So Dak
Iowa
$726K
NCM
3017
Noesis Capital Mangement
Florida
$723K +$228K +334 +43%
FI
3018
FWG Investments
Kentucky
$722K +$28.7K +42 +4%
DBRC
3019
D.B. Root & Company
Pennsylvania
$722K -$60.8K -89 -7%
EB
3020
Exchange Bank
California
$721K
TWM
3021
Triton Wealth Management
Arizona
$719K -$6.15K -9 -0.8%
SPIO
3022
Seven Post Investment Office
California
$719K
MIAS
3023
Mason Investment Advisory Services
Virginia
$712K -$47.8K -70 -6%
FCM
3024
Fourpath Capital Management
Oklahoma
$712K -$75.8K -111 -9%
FDW
3025
Fourth Dimension Wealth
Ohio
$710K +$336K +492 +83%

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.