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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
VPWA
3126
Vestia Personal Wealth Advisors
Indiana
$608K +$14.3K +21 +2%
GSF
3127
Grove Street Fiduciary
New Hampshire
$606K
BFS
3128
Beacon Financial Strategies
North Carolina
$604K
MSWM
3129
Mowery & Schoenfeld Wealth Management
Illinois
$602K -$21.9K -32 -3%
DWA
3130
Dougherty Wealth Advisers
Minnesota
$602K
AWM
3131
Austin Wealth Management
Texas
$601K -$118K -173 -16%
PMG
3132
Private Management Group
California
$599K
OPF
3133
Old Peak Finance
North Carolina
$599K
MPCG
3134
Matrix Private Capital Group
New York
$598K +$683 +1 +0.1%
ACIM
3135
Azimuth Capital Investment Management
Michigan
$596K +$13.7K +20 +2%
SFG
3136
Synergy Financial Group
California
$596K +$177K +259 +40%
AGA
3137
Arkos Global Advisors
Texas
$596K -$2.73K -4 -0.4%
AMBIA
3138
Allen Mooney & Barnes Investment Advisors
Georgia
$595K
FSA
3139
Financial Security Advisor
Virginia
$595K +$1.37K +2 +0.2%
AIS
3140
Advocate Investing Services
Maryland
$595K +$18.4K +27 +3%
LWM
3141
Lodestone Wealth Management
Washington
$594K +$15K +22 +2%
CP
3142
Cornerstone Planning
North Carolina
$593K +$25.9K +38 +4%
BWM
3143
BNC Wealth Management
Oregon
$592K -$403K -590 -39%
SFAM
3144
Sawyer Falduto Asset Management
Illinois
$591K
BMWS
3145
Brady Martz Wealth Solutions
North Dakota
$589K +$218K +319 +55%
MAWCM
3146
Mine & Arao Wealth Creation & Management
California
$588K
CCA
3147
Cravens & Co Advisors
Tennessee
$588K
JLBC
3148
J.L. Bainbridge & Co
Florida
$587K +$190K +278 +45%
CFG
3149
Chapman Financial Group
Hawaii
$585K
GLR
3150
Great Lakes Retirement
Ohio
$585K -$128K -188 -17%

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.