We are live on ! Find out more
IVV icon

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
KWM
3076
Koa Wealth Management
California
$658K -$15.7K -23 -2%
OPW
3077
Osprey Private Wealth
New York
$657K
JWM
3078
Jacksonville Wealth Management
Florida
$657K +$66.9K +98 +11%
FNT
3079
First Nebraska Trust
Nebraska
$656K +$30.7K +45 +5%
BI
3080
Beckerman Institutional
New Jersey
$656K +$142K +208 +26%
SWM
3081
Seaside Wealth Management
California
$656K
TC
3082
Tannin Capital
North Carolina
$654K -$4.78K -7 -0.7%
GC
3083
Garde Capital
Washington
$653K +$39.6K +58 +6%
SI
3084
Stonekeep Investments
New Mexico
$652K -$17.8K -26 -3%
LRPA
3085
L. Roy Papp & Associates
Arizona
$652K -$47.8K -70 -7%
RGF
3086
Retirement Guys Formula
Ohio
$651K +$5.46K +8 +0.7%
HWMT
3087
Heritage Wealth Management (Texas)
Texas
$651K -$6.83K -10 -1%
UBV
3088
United Bank (Virginia)
Virginia
$651K
BC
3089
Brio Consultants
California
$649K -$11.6K -17 -2%
AWM
3090
Aries Wealth Management
Maine
$648K
MGWA
3091
Monument Group Wealth Advisors
Massachusetts
$647K
KCFA
3092
Key Client Fiduciary Advisors
New Jersey
$647K -$8.19K -12 -1%
OFA
3093
Orographic Financial Advisors
Colorado
$647K +$677K +991 New
BC
3094
Barnett & Company
Tennessee
$646K +$5.46K +8 +0.8%
RWS
3095
Resolute Wealth Strategies
Mississippi
$644K -$40.3K -59 -6%
RCM
3096
Richardson Capital Management
Wisconsin
$644K -$2.73K -4 -0.4%
SMA
3097
Seven Mile Advisory
New Jersey
$639K -$14.7M -21,483 -96%
JWM
3098
JPL Wealth Management
Colorado
$637K +$7.51K +11 +1%
DFA
3099
Delta Financial Advisors
Louisiana
$637K +$21.2K +31 +3%
CCP
3100
Carmel Capital Partners
California
$636K

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.