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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
CC
3151
Cypress Capital
Tennessee
$584K
EA
3152
Eclectic Associates
California
$583K +$158K +232 +35%
LFA
3153
Level Financial Advisors
New York
$582K -$16.4K -24 -3%
RF
3154
RetireMitten Financial
Michigan
$581K +$607K +889 New
TSW
3155
Thompson Siegel & Walmsley
Virginia
$579K +$2.05K +3 +0.3%
RFA
3156
Reyes Financial Architecture
California
$579K -$10.9M -15,906 -95%
WH
3157
Willner & Heller
California
$575K -$13.7K -20 -2%
AWM
3158
Aberdeen Wealth Management
Illinois
$575K
AAMG
3159
AMG Asset Management Group
Georgia
$574K +$600K +878 New
JAA
3160
Joel Adams & Associates
North Carolina
$572K +$13.7K +20 +2%
HVIA
3161
Hudson Valley Investment Advisors
New York
$572K
RIP
3162
Reliant Investment Partners
North Carolina
$571K +$321K +470 +116%
CIA
3163
CCM Investment Advisers
South Carolina
$570K
EGA
3164
Eagle Global Advisors
Texas
$570K
PAA
3165
Peregrine Asset Advisers
Oregon
$570K +$51.2K +75 +9%
VEM
3166
Vann Equity Management
Texas
$569K +$595K +871 New
SPWG
3167
Syntegra Private Wealth Group
Missouri
$568K +$53.3K +78 +10%
WA
3168
Waystone Advisors
Washington
$568K -$320K -468 -35%
DB
3169
Dravo Bay
Delaware
$566K -$31.4K -46 -5%
UA
3170
URS Advisory
Florida
$566K +$52.6K +77 +10%
CNBT
3171
Cornerstone National Bank & Trust
Illinois
$564K -$101K -148 -15%
AMPWP
3172
Alvarez & Marsal Private Wealth Partners
Florida
$562K +$587K +860 New
PFS
3173
Prospect Financial Services
New York
$562K -$8.88K -13 -1%
DCM
3174
Davis Capital Management
Florida
$560K -$3.41K -5 -0.6%
HCMG
3175
Howard Capital Management Group
California
$559K

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.