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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
KHCM
3226
Kirtland Hills Capital Management
Ohio
$524K +$73.7K +108 +17%
LFA
3227
Longview Financial Advisors
Alabama
$524K -$683 -1 -0.1%
RWB
3228
RMR Wealth Builders
New Jersey
$524K +$15K +22 +3%
PCM
3229
Pointe Capital Management
Michigan
$524K
Boston Partners
3230
Boston Partners
Massachusetts
$523K +$547K +801 New
MCFP
3231
Mallini Complete Financial Planning
Florida
$523K
IAG
3232
Ipsen Advisor Group
Arkansas
$522K -$20.5K -30 -4%
FLFS
3233
Family Legacy Financial Solutions
North Carolina
$521K
HF
3234
Holcombe Financial
Georgia
$521K -$35.5K -52 -6%
CFG
3235
Compass Financial Group
Ohio
$521K
APA
3236
Astoria Portfolio Advisors
New York
$518K +$109K +159 +28%
HA
3237
Herold Advisors
New York
$518K +$542K +793 New
SPW
3238
Stillwater Private Wealth
Pennsylvania
$517K +$542K +793 New
WIP
3239
WealthCare Investment Partners
Rhode Island
$517K -$10.9K -16 -2%
NA
3240
Nestegg Advisors
New York
$516K +$2.05K +3 +0.4%
SPWM
3241
Smith Partners Wealth Management
North Carolina
$516K +$287K +420 +114%
TFG
3242
Taylor Financial Group
Virginia
$515K
PWP
3243
Parkwoods Wealth Partners
New York
$514K -$79.2K -116 -13%
MLL
3244
Moody Lynn & Lieberson
Massachusetts
$511K +$19.1K +28 +4%
TWM
3245
Trevian Wealth Management
Massachusetts
$510K
AHC
3246
Adell Harriman & Carpenter
Texas
$510K +$68.3K +100 +15%
ESBC
3247
E.S. Barr & Co
Kentucky
$508K
FCFC
3248
First Citizens Financial Corp
Iowa
$508K +$240K +352 +83%
OC
3249
Optima Capital
Oregon
$508K +$683 +1 +0.1%
SSCA
3250
South Shore Capital Advisors
Massachusetts
$508K -$42.3K -62 -7%

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.