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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
RIM
3251
Ryan Investment Management
Colorado
$508K +$531K +777 New
BFA
3252
Brown Financial Advisors
Ohio
$506K +$294K +430 +125%
CWP
3253
Core Wealth Partners
California
$505K +$683 +1 +0.1%
SWM
3254
Sentinel Wealth Management
Virginia
$504K
E
3255
Evansbrook
Illinois
$504K
GC
3256
Grange Capital
Oregon
$504K +$19.8K +29 +4%
CPA
3257
Compass Planning Associates
Massachusetts
$503K +$1.37K +2 +0.3%
CWM
3258
Challenger Wealth Management
California
$503K +$1.37K +2 +0.3%
EAP
3259
Elevation Advisory Partners
Florida
$502K +$491K +719 New
CNTOF
3260
Canandaigua National Trust of Florida
New York
$502K -$10.2K -15 -2%
GG
3261
GenWealth Group
New Jersey
$501K -$25.2M -36,831 -98%
MIP
3262
Marietta Investment Partners
Wisconsin
$501K
CAM
3263
Columbia Asset Management
Michigan
$500K
PAM
3264
Palisade Asset Management
Minnesota
$499K +$51.9K +76 +11%
LF
3265
LifeSteps Financial
California
$498K +$25.9K +38 +5%
RCP
3266
Rothschild Capital Partners
New York
$498K +$103K +151 +25%
PC
3267
Payne Capital
Oregon
$498K -$212K -310 -29%
CBT
3268
Crews Bank & Trust
Florida
$498K -$6.83K -10 -1%
AA
3269
Apriem Advisors
California
$496K -$173K -253 -25%
JWBC
3270
J.W. Burns & Co
New York
$496K -$28K -41 -5%
OFO
3271
OneAscent Family Office
Alabama
$495K
DPW
3272
DiNuzzo Private Wealth
Pennsylvania
$494K
HZ
3273
Hixon Zuercher
Ohio
$493K -$8.42M -12,332 -94%
FF
3274
Finley Financial
Nevada
$493K
FCT
3275
Family Capital Trust
Massachusetts
$493K +$1.37K +2 +0.3%

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.