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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
PFO
3451
Pioneer Family Office
Florida
$378K
SFG
3452
Shum Financial Group
California
$378K
RWM
3453
Rolek Wealth Management
Pennsylvania
$378K
GPCM
3454
Guardsman Private Capital Management
Florida
$378K +$2.05K +3 +0.5%
ONSWM
3455
Old North State Wealth Management
North Carolina
$378K -$21.2K -31 -5%
MG
3456
MilWealth Group
Wisconsin
$378K
GCP
3457
Guardian Capital (Pennsylvania)
Pennsylvania
$377K -$17.1K -25 -4%
RWFS
3458
Rayburn West Financial Services
Tennessee
$376K
SFG
3459
SageGuard Financial Group
Tennessee
$376K -$45.1K -66 -10%
KNFPWM
3460
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$376K +$24.6K +36 +7%
BB
3461
Bell Bank
North Dakota
$375K -$170K -249 -30%
BWM
3462
BlackDiamond Wealth Management
New York
$373K -$2.73K -4 -0.7%
MIFH
3463
Migdal Insurance & Financial Holdings
Israel
$373K +$6.15K +9 +2%
HGA
3464
Hobbs Group Advisors
South Carolina
$372K +$28K +41 +8%
1W
3465
1776 Wealth
Georgia
$371K +$388K +568 New
CCA
3466
Checchi Capital Advisers
California
$370K
HWA
3467
Hillcrest Wealth Advisors
New Jersey
$370K
LI
3468
LRI Investments
Florida
$369K -$4.78K -7 -1%
SWM
3469
SFG Wealth Management
Maryland
$367K -$102K -150 -21%
RA
3470
Rubicon Advisors
California
$365K +$53.9K +79 +16%
AC
3471
Attessa Capital
Arizona
$365K
RA
3472
Rockingstone Advisors
Massachusetts
$364K
PCA
3473
Purkiss Capital Advisors
Connecticut
$364K -$44.4K -65 -10%
RB
3474
Richmond Brothers
Michigan
$363K
RMP
3475
Richards, Merrill & Peterson
Washington
$363K +$10.2K +15 +3%

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.