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iShares Core S&P 500 ETF

4,085 hedge funds and large institutions have $705B invested in iShares Core S&P 500 ETF in 2026 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,825 increasing their positions, 1,463 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 68

104.07% more ownership

Funds ownership: 77.07%181.14% (+104%)

28% more capital invested

Capital invested by funds: $552B → $705B (+$153B)

25% more repeat investments, than reductions

Existing positions increased: 1,825 | Existing positions reduced: 1,463

5% more funds holding in top 10

Funds holding in top 10: 1,2481,306 (+58)

2% more funds holding

Funds holding: 3,9934,085 (+92)

0% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.28B

Holders
4,085
Holders Change
+92
Holders Change %
+2.3%
% of All Funds
49.37%
Holding in Top 10
1,306
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+4.65%
% of All Funds
15.78%
New
239
Increased
1,825
Reduced
1,463
Closed
68
Calls
$2.28B
Puts
$2.28B
Net Calls
-$1.15M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
3026
Tocqueville Asset Management
New York
$875K +$242K +332 +40%
CWP
3027
Concord Wealth Partners
Virginia
$874K +$27.7K +38 +3%
DFC
3028
DBK Financial Counsel
Ohio
$873K -$1.27M -1,747 -60%
FA
3029
Fermata Advisors
California
$871K +$18.2K +25 +2%
GCP
3030
Gill Capital Partners
Colorado
$871K -$16.7K -23 -2%
MCA
3031
Midwest Capital Advisors
Michigan
$869K +$2.19K +3 +0.3%
SFS
3032
Stiles Financial Services
Minnesota
$868K +$17.5K +24 +2%
FRA
3033
Front Row Advisors
California
$866K
AWA
3034
AmeriServ Wealth Advisors
Pennsylvania
$864K
SFP
3035
Strategic Financial Planning
Texas
$860K +$355K +487 +74%
PAS
3036
Professional Advisory Services
Florida
$857K +$834K +1,145 New
ST
3037
Somerset Trust
Pennsylvania
$855K
SLWA
3038
San Luis Wealth Advisors
California
$854K -$5.83K -8 -0.7%
RCM
3039
Radnor Capital Management
Pennsylvania
$853K
MPIA
3040
Milestones Private Investment Advisors
New York
$850K -$17.5K -24 -2%
GPWM
3041
Grant Private Wealth Management
California
$845K -$27.7K -38 -3%
VCAM
3042
Van Cleef Asset Management
Ohio
$844K -$54.6K -75 -6%
TFA
3043
TPG Financial Advisors
Oregon
$841K
RCG
3044
Regatta Capital Group
California
$840K -$91.8K -126 -10%
CRWM
3045
Castle Rock Wealth Management
California
$840K +$11.7K +16 +1%
TPF
3046
Tribridge Partners Financial
Maryland
$838K +$473K +650 +136%
TWD
3047
True Wealth Design
Ohio
$837K
LWM
3048
LJI Wealth Management
Indiana
$837K +$126K +173 +18%
WP
3049
Wealthspan Partners
Iowa
$837K +$71.4K +98 +10%
PIM
3050
Penobscot Investment Management
Massachusetts
$833K -$126K -173 -13%

IVV Hedge Fund Activity: Q2 2026 in Review

4,085 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2026, worth a combined $705B — up 28% from $552B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new IVV positions and 68 closed out — a net gain of 171 holders — while 1,825 added to existing stakes and 1,463 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $846B. The largest seller was Squarepoint, cutting an estimated $3.03B.

  • 4,085 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2026, up from 3,993 in Q1 2026.
  • Funds reported $705B of iShares Core S&P 500 ETF stock for Q2 2026, up 28% quarter-over-quarter.
  • 239 funds opened new iShares Core S&P 500 ETF positions in Q2 2026 and 68 closed out, a net change of +171 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2026 was Alaska Permanent Fund, an estimated $846B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2026 was Squarepoint, an estimated $3.03B sold.

Based on aggregated 13F filings for Q2 2026.