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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
SOAG
3276
Silver Oak Advisory Group
Oregon
$493K -$11.6K -17 -2%
WWMP
3277
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$493K +$19.8K +29 +4%
WSA
3278
Wealth Science Advisors
Georgia
$492K
BFA
3279
Buttonwood Financial Advisors
Maryland
$491K -$4.1K -6 -0.8%
MCIA
3280
Mountain Capital Investment Advisors
Colorado
$490K +$60.1K +88 +15%
BCAM
3281
Boston Common Asset Management
Massachusetts
$490K
NAMP
3282
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$490K
WWM
3283
Walser Wealth Management
Florida
$490K -$78.5K -115 -13%
PWG
3284
Private Wealth Group
Florida
$489K
IA
3285
IMZ Advisory
Florida
$489K +$12.3K +18 +2%
CWD
3286
Clarity Wealth Development
Oregon
$483K
GCWM
3287
Guided Capital Wealth Management
Texas
$481K
PWA
3288
Primoris Wealth Advisors
Florida
$481K +$130K +190 +35%
LEFP
3289
Leading Edge Financial Planning
Tennessee
$480K +$27.3K +40 +6%
PPW
3290
Presilium Private Wealth
Pennsylvania
$480K +$140K +205 +39%
FPFC
3291
Financial Planning Fort Collins
Colorado
$479K +$456K +668 New
VH
3292
Visionary Horizons
Tennessee
$478K -$24.6K -36 -5%
LWM
3293
Luminvest Wealth Management
Arizona
$477K +$251K +368 +102%
WF
3294
Willow Financial
Arkansas
$477K
RMCM
3295
Reynders McVeigh Capital Management
Massachusetts
$474K -$7.51K -11 -1%
SP
3296
Stablepoint Partners
Massachusetts
$473K +$92.2K +135 +23%
SIA
3297
Serenity Investment Advisors
Illinois
$473K +$137K +200 +46%
DWA
3298
Delos Wealth Advisors
Texas
$472K +$199K +291 +67%
CJ
3299
Caitlin John
Michigan
$472K
CA
3300
Cannon Advisors
North Carolina
$472K +$683 +1 +0.1%

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.