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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
GFWA
3176
Grey Fox Wealth Advisors
Delaware
$559K +$9.56K +14 +2%
FCCM
3177
First City Capital Management
Georgia
$559K +$13.7K +20 +2%
SHWM
3178
Smith & Howard Wealth Management
Georgia
$558K
PA
3179
Prossimo Advisors
California
$558K +$584K +855 New
BWM
3180
Briggs Wealth Management
Connecticut
$558K -$1.37K -2 -0.2%
DK
3181
David Kennon
Florida
$558K -$246K -360 -30%
HIC
3182
Holderness Investments Company
North Carolina
$558K
RW
3183
RVW Wealth
California
$558K +$69.7K +102 +14%
RAS
3184
RPS Advisory Solutions
Kentucky
$558K -$556K -814 -49%
LCM
3185
LVM Capital Management
Michigan
$557K
GSB
3186
Greenfield Savings Bank
Massachusetts
$557K
GWSA
3187
Global Wealth Strategies & Associates
Colorado
$556K +$6.83K +10 +1%
RMC
3188
Ring Mountain Capital
California
$556K -$17.1K -25 -3%
CF
3189
Collier Financial
Colorado
$556K +$683 +1 +0.1%
MP
3190
McDonald Partners
Ohio
$555K
AIS
3191
AM Investment Strategies
Tennessee
$554K -$5.21M -7,630 -90%
VCM
3192
Verde Capital Management
Michigan
$553K +$174K +255 +43%
CFP
3193
Curran Financial Partners
South Carolina
$551K +$576K +843 New
EAM
3194
Everstar Asset Management
North Carolina
$549K -$50.5K -74 -8%
LA
3195
LVW Advisors
New York
$549K +$17.1K +25 +3%
CFS
3196
CGC Financial Services
Oregon
$548K +$30.7K +45 +6%
SCM
3197
Sollinda Capital Management
Florida
$547K -$81.9K -120 -13%
TAM
3198
Tocqueville Asset Management
New York
$547K
QIM
3199
Quest Investment Management
Oregon
$546K
CA
3200
Centennial Advisors
Texas
$546K -$201K -294 -26%

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.