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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
CSA
3351
Cornerstone Select Advisors
Missouri
$444K -$7.51K -11 -2%
CFAM
3352
Center For Asset Management
Florida
$443K +$2.05K +3 +0.4%
CFSG
3353
Clark Financial Services Group
Missouri
$443K -$28.7K -42 -6%
FA
3354
FSA Advisors
Michigan
$439K +$460K +673 New
VIA
3355
Vickerman Investment Advisors
Washington
$439K +$135K +197 +41%
SAM
3356
Sawgrass Asset Management
Florida
$438K
2L
3357
25 LLC
Missouri
$437K
BCM
3358
BluePath Capital Management
Georgia
$436K +$15.7K +23 +4%
HNWAG
3359
High Net Worth Advisory Group
Florida
$436K +$137K +200 +43%
AGC
3360
August Group Capital
$435K -$101K -148 -18%
EBSAM
3361
Eubel Brady & Suttman Asset Management
Ohio
$435K -$237K -347 -34%
AMG
3362
Advisors Management Group
Wisconsin
$435K +$192K +281 +73%
EA
3363
Ergawealth Advisors
Illinois
$434K +$49.2K +72 +12%
BWL
3364
Beacon Wealthcare LLC
North Carolina
$432K
Belvedere Trading
3365
Belvedere Trading
Illinois
$431K +$451K +660 New
FA
3366
Fagan Associates
New York
$431K -$2.73K -4 -0.6%
NG
3367
NWK Group
California
$430K -$7.51K -11 -2%
WFA
3368
WJ Financial Advisors
Connecticut
$430K
AIA
3369
Acute Investment Advisory
Arizona
$430K +$450K +659 New
SCM
3370
Soros Capital Management
New York
$428K +$84K +123 +23%
KMC
3371
Kirr Marbach & Co
Indiana
$427K
AW
3372
Alchemi Wealth
Connecticut
$427K
APW
3373
Aurora Private Wealth
New Jersey
$427K -$6.83K -10 -2%
OCWP
3374
Owl Creek Wealth Partners
Colorado
$427K +$446K +653 New
WG
3375
Watchman Group
Texas
$427K -$6.15K -9 -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.