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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
PLFS
3326
Provident Living Financial Services
Utah
$457K
VRM
3327
Vectors Research Management
New York
$456K -$17.8K -26 -4%
EA
3328
Ellsworth Advisors
Ohio
$455K -$13K -19 -3%
DAC
3329
Dutch Asset Corp
New York
$455K -$25.3K -37 -5%
HP
3330
Hilltop Partners
Indiana
$455K +$12.3K +18 +3%
IWAO
3331
Independence Wealth Advisors (Ohio)
Ohio
$455K -$142K -208 -23%
CGH
3332
Crossmark Global Holdings
Texas
$455K
FF
3333
Farrell Financial
New York
$454K +$1.37K +2 +0.3%
SIA
3334
Sage Investment Advisers
New York
$453K +$470K +689 New
IWP
3335
Integrity Wealth Partners
California
$453K +$473K +693 New
LWP
3336
LFG Wealth Partners
Kentucky
$453K +$182K +266 +62%
FSG
3337
Financial Strategies Group
Michigan
$450K -$34.8K -51 -8%
KOMWMG
3338
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$450K +$102K +149 +28%
EFP
3339
Elser Financial Planning
Indiana
$449K
LCM
3340
Leisure Capital Management
California
$449K +$92.2K +135 +24%
CA
3341
CV Advisors
Florida
$449K -$666K -975 -59%
AFP
3342
ATLas Financial Planning
Georgia
$449K
EWM
3343
Elevatus Welath Management
New York
$448K +$683 +1 +0.1%
PWP
3344
Ponta Wealth Partners
Florida
$448K +$468K +686 New
MSS
3345
Mitchell Sinkler & Starr
Pennsylvania
$448K
TAP
3346
TSG Advice Partners
Ohio
$446K +$3.41K +5 +0.7%
DWA
3347
Douglass Winthrop Advisors
New York
$446K -$789K -1,156 -63%
CWP
3348
CFM Wealth Partners
Texas
$446K -$56K -82 -11%
FFA
3349
Fortune Financial Advisors
Kansas
$445K
FWM
3350
Finer Wealth Management
Massachusetts
$444K -$9.56K -14 -2%

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.