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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
CFM
3026
Cornerstone Financial Management
Massachusetts
$709K -$2.05K -3 -0.3%
PMSA
3027
Patrick M. Sweeney & Associates
Illinois
$709K
OL
3028
one8zero8 LLC
North Carolina
$709K -$41.7K -61 -5%
MAFA
3029
MJT & Associates Financial Advisory
Minnesota
$708K
RI
3030
Ruggiero Investments
Florida
$707K
IWP
3031
Insight Wealth Partners
Texas
$705K +$264K +386 +56%
LSL
3032
Legacy Solutions LLC
Pennsylvania
$705K -$68.3K -100 -8%
SF
3033
Slagle Financial
Illinois
$703K +$62.1K +91 +9%
MF
3034
Manuka Financial
Virginia
$702K -$54.6K -80 -7%
TAM
3035
Townsend Asset Management
North Carolina
$698K +$10.2K +15 +1%
IWMO
3036
Integrated Wealth Management (Ohio)
Ohio
$697K -$287K -421 -28%
KFG
3037
Kelly Financial Group
Connecticut
$697K +$25.9K +38 +4%
RFN
3038
RDA Financial Network
Iowa
$697K +$81.3K +119 +13%
SHA
3039
Seneca House Advisors
Virginia
$689K
NPFS
3040
Novak & Powell Financial Services
Florida
$689K +$140K +205 +24%
USWIA
3041
UP Strategic Wealth Investment Advisors
Pennsylvania
$687K -$20.5K -30 -3%
MWM
3042
Manske Wealth Management
Texas
$687K -$71.7K -105 -9%
MWM
3043
Mascagni Wealth Management
Mississippi
$687K
TSWM
3044
Triangle Securities Wealth Management
North Carolina
$687K +$60.8K +89 +9%
WW
3045
Westshore Wealth
California
$686K +$188K +276 +36%
SOADOR
3046
State of Alaska Department of Revenue
Alaska
$685K -$382K -560 -35%
DA
3047
Dash Acquisitions
California
$684K -$8.19K -12 -1%
RC
3048
Resolute Capital
South Carolina
$684K -$8.88K -13 -1%
WSWA
3049
Warren Street Wealth Advisors
California
$683K
BW
3050
Bravera Wealth
North Dakota
$683K +$78.5K +115 +12%

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.