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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
KJWM
3051
Kiley Juergens Wealth Management
Washington
$681K +$712K +1,042 New
PWS
3052
Pursuit Wealth Strategies
North Carolina
$680K +$683 +1 +0.1%
PF
3053
Parker Financial
Washington
$679K -$397K -582 -36%
GF
3054
GGM Financials
Ohio
$679K -$16.4K -24 -2%
AA
3055
Ahara Advisors
New Jersey
$678K -$96.3K -141 -12%
SL
3056
Summitry LLC
California
$677K -$308K -451 -30%
BW
3057
Balance Wealth
Ohio
$676K -$64.2K -94 -8%
SCC
3058
Seal Cove Capital
California
$675K
JSC
3059
Jackson Square Capital
California
$675K
WG
3060
Wellington Group
Indiana
$673K +$81.3K +119 +13%
MCM
3061
Mattern Capital Management
Colorado
$673K +$482K +706 +218%
HAIM
3062
Hunter Associates Investment Management
Pennsylvania
$671K -$3.41K -5 -0.5%
AIS
3063
American Investment Services
Massachusetts
$669K -$4.1K -6 -0.6%
VWA
3064
VSM Wealth Advisory
Maryland
$668K -$197K -289 -22%
HCM
3065
HMS Capital Management
Tennessee
$668K -$8.88K -13 -1%
TBT
3066
Texas Bank & Trust
Texas
$668K +$326K +477 +88%
T
3067
Tidemark
California
$667K +$71.7K +105 +11%
CFCI
3068
Comprehensive Financial Consultants Institutional
Indiana
$667K
LK
3069
Lumbard & Kellner
New Hampshire
$666K
TC
3070
TownSquare Capital
Utah
$666K -$27.3K -40 -4%
WP
3071
Wealthspan Partners
Iowa
$666K
SWM
3072
SpringVest Wealth Management
Texas
$665K -$105K -154 -13%
SL
3073
StoryOne LLC
Kansas
$661K
CFG
3074
Clayton Financial Group
Missouri
$660K +$21.2K +31 +3%
WA
3075
Walsh & Associates
Florida
$659K -$44.4K -65 -6%

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.