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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
SPWG
3401
Sage Private Wealth Group
Illinois
$410K -$117K -172 -22%
AMM
3402
American Money Management
California
$409K -$94.2K -138 -18%
SPI
3403
Sutton Place Investors
New York
$409K
AFA
3404
Alpha Financial Advisors
North Carolina
$409K +$6.15K +9 +1%
KA
3405
Kozak & Associates
Colorado
$407K +$683 +1 +0.2%
ACA
3406
American Capital Advisory
Idaho
$406K
EFG
3407
Elm3 Financial Group
Georgia
$406K -$19.1K -28 -4%
TA
3408
Tactive Advisors
Florida
$406K -$202K -296 -32%
CVA
3409
Central Valley Advisors
California
$405K +$423K +620 New
DA
3410
Dover Advisors
Virginia
$405K
BFWM
3411
Bright Futures Wealth Management
New York
$405K +$42.3K +62 +11%
VP
3412
Verisail Partners
Georgia
$404K +$69.7K +102 +20%
LIA
3413
Lynx Investment Advisory
District of Columbia
$404K +$1.37K +2 +0.3%
SG
3414
Stanich Group
New York
$403K +$86.7K +127 +26%
SA
3415
SoundView Advisors
Washington
$402K -$7.51K -11 -2%
SIM
3416
Samara Investment Management
Oregon
$402K +$420K +615 New
IWP
3417
Invenio Wealth Partners
Florida
$401K
SRA
3418
Secured Retirement Advisors
Minnesota
$400K +$419K +613 New
CA
3419
Carson Advisory
Georgia
$400K +$14.3K +21 +4%
BF
3420
Brogan Financial
Tennessee
$399K -$6.83K -10 -2%
SP
3421
Stonebrook Private
Michigan
$399K -$237K -347 -36%
TFA
3422
TrustWell Financial Advisors
Florida
$397K
PFA
3423
Presper Financial Architects
Ohio
$397K +$18.4K +27 +5%
PEA
3424
Park Edge Advisors
Ohio
$396K +$26.6K +39 +7%
SFP
3425
Strategic Financial Planning
Texas
$396K -$333K -487 -42%

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.