We are live on ! Find out more
IVV icon

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
LAM
3301
Lewis Asset Management
California
$471K +$683 +1 +0.1%
RTC
3302
Riverview Trust Company
Washington
$470K
SLT
3303
St Louis Trust
Missouri
$470K
SWM
3304
Shepherd Wealth Management
Ohio
$470K +$241K +353 +120%
OHWP
3305
Oak Harbor Wealth Partners
North Carolina
$468K
FCM
3306
Fogel Capital Management
Florida
$468K
MSFP
3307
Mark Sheptoff Financial Planning
Connecticut
$468K -$97K -142 -18%
FLA
3308
Financial Life Advisors
Texas
$468K -$13K -19 -3%
CTC
3309
Cetera Trust Company
Minnesota
$467K
SGWM
3310
Sterling Group Wealth Management
California
$467K
BWS
3311
BFI Wealth Solutions
Texas
$466K
OBGC
3312
O'Brien Greene & Co
Pennsylvania
$466K
HA
3313
Hofer & Associates
California
$466K -$182K -267 -27%
AWP
3314
Axis Wealth Partners
Rhode Island
$465K -$22.5K -33 -4%
VWA
3315
Valued Wealth Advisors
Utah
$464K -$10.9K -16 -2%
RFW
3316
Rainier Family Wealth
Washington
$464K -$21.2K -31 -4%
RFS
3317
Richardson Financial Services
Massachusetts
$463K +$21.9K +32 +5%
KIA
3318
Knollwood Investment Advisory
Maryland
$463K +$28K +41 +6%
VCM
3319
Vines Capital Management
Louisiana
$461K
TPW
3320
TL Private Wealth
Texas
$460K +$1.37K +2 +0.3%
TFS
3321
truNorth Financial Services
Pennsylvania
$459K
BFC
3322
Blue Fin Capital
Rhode Island
$458K
BLC
3323
Brown, Lisle/Cummings
Rhode Island
$457K +$90.8K +133 +23%
GC
3324
Guidance Capital
Kentucky
$457K -$759K -1,112 -64%
EB
3325
Emprise Bank
Kansas
$457K

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.