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
KA
3426
Kearns & Associates
California
$395K
HIS
3427
Horizon Investment Services
Indiana
$394K
AWP
3428
Abacus Wealth Partners
California
$394K +$38.9K +57 +10%
HIW
3429
Holos Integrated Wealth
Pennsylvania
$392K +$404K +592 New
SWK
3430
Stephen W. Kidder
$392K -$34.1K -50 -8%
CBOR
3431
Community Bank of Raymore
Missouri
$392K
NCM
3432
Neumann Capital Management
California
$392K
SCM
3433
Shelton Capital Management
Colorado
$392K +$410K +600 New
IB
3434
Intrust Bank
Kansas
$391K
AWA
3435
Acorn Wealth Advisors
Michigan
$389K -$104K -152 -20%
HEM
3436
Henson-Edgewater Management
Ohio
$387K -$18.4K -27 -4%
AFS
3437
AFG Fiduciary Services
Massachusetts
$387K
MGIA
3438
Matthew Goff Investment Advisor
Texas
$386K +$10.2K +15 +3%
CPA
3439
Capital Planning Advisors
California
$384K +$4.1K +6 +1%
KFS
3440
Kaizen Financial Strategies
California
$383K -$11.6K -17 -3%
AHB
3441
Abner Herrman & Brock
New Jersey
$383K
FFS
3442
Fischer Financial Services
Pennsylvania
$383K
BBI
3443
Baxter Bros Inc
Connecticut
$382K -$102K -150 -20%
SSWM
3444
Strait & Sound Wealth Management
California
$382K -$8.19K -12 -2%
CTA
3445
Clear Trail Advisors
Texas
$382K +$3.41K +5 +0.9%
VW
3446
Veridan Wealth
Oregon
$380K +$683 +1 +0.2%
OFG
3447
Orcam Financial Group
California
$380K
SAMC
3448
Spectrum Asset Management (California)
California
$380K +$52.6K +77 +15%
CFGA
3449
Cambridge Financial Group (Arizona)
Arizona
$379K -$61.5K -90 -13%
I
3450
IMPACTfolio
Colorado
$378K -$8.19K -12 -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.