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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
HWM
3376
Hassell Wealth Management
Louisiana
$426K +$2.05K +3 +0.5%
PFG
3377
Pinnacle Financial Group
Illinois
$425K -$17.1K -25 -4%
ACM
3378
Andina Capital Management
Utah
$425K -$39.6K -58 -8%
OFP
3379
OLIO Financial Planning
Virginia
$424K -$124K -181 -22%
NC
3380
NewSquare Capital
Pennsylvania
$424K
SF
3381
Strategent Financial
Virginia
$423K -$39.6K -58 -8%
OWG
3382
Oxford Wealth Group
Florida
$423K -$3.37M -4,936 -88%
FA
3383
Fullerton Advisors
California
$423K +$1.37K +2 +0.3%
HA
3384
Hegarty Advisors
New York
$423K
BBES
3385
Buffalo Business & Estate Services
New York
$421K -$28.7K -42 -6%
GDP
3386
Great Diamond Partners
Maine
$419K
PWM
3387
Prentice Wealth Management
New York
$418K
PC
3388
Permanens Capital
New York
$417K +$17.1K +25 +4%
BCA
3389
Ballentine Capital Advisors
South Carolina
$417K
VPF
3390
Vantage Point Financial
Illinois
$416K -$8.88K -13 -2%
GA
3391
GoalVest Advisory
New York
$415K -$62.1K -91 -13%
SSA
3392
Shepherd Street Advisors
California
$415K
TFP
3393
TrueWealth Financial Partners
Washington
$414K +$433K +634 New
MCP
3394
Mirador Capital Partners
California
$414K
LFA
3395
Lauterbach Financial Advisors
Texas
$413K
IGGA
3396
Iron Gate Global Advisors
Utah
$413K +$10.9K +16 +3%
SWM
3397
Steinberganna Wealth Management
New York
$412K +$683 +1 +0.2%
SFS
3398
Security Financial Services
Indiana
$412K +$16.4K +24 +4%
AA
3399
Ascent Advisors
Minnesota
$412K +$430K +630 New
BFF
3400
Byrne Financial Freedom
Massachusetts
$411K +$430K +629 New

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.