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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
BLWM
3476
Bucket List Wealth Management
Florida
$363K +$379K +555 New
SAM
3477
Seelaus Asset Management
New Jersey
$363K
PAM
3478
PCG Asset Management
New Jersey
$363K +$379K +555 New
MFGM
3479
Marshall Financial Group (Maryland)
Maryland
$362K -$793K -1,161 -68%
AGP
3480
Aspire Growth Partners
Florida
$362K -$2.73K -4 -0.7%
XFP
3481
Xena Financial Planning
Oregon
$362K +$13.7K +20 +4%
WN
3482
Williams & Novak
California
$359K -$36.2K -53 -9%
GWM
3483
Graybill Wealth Management
Illinois
$359K -$34.1K -50 -8%
HWMG
3484
Hurlow Wealth Management Group
Indiana
$359K
MCM
3485
Mill Capital Management
North Carolina
$359K
WIC
3486
Wilkins Investment Counsel
Massachusetts
$359K
DWAM
3487
Duncan Williams Asset Management
Tennessee
$358K +$5.46K +8 +1%
XWL
3488
XXI Wealth LLC
Illinois
$357K +$88.8K +130 +31%
MAWAG
3489
Mid-American Wealth Advisory Group
Missouri
$357K
NWAG
3490
Net Worth Advisory Group
Utah
$357K -$35.5K -52 -9%
MBFW
3491
Morton Brown Family Wealth
Pennsylvania
$356K -$14.3K -21 -4%
SAI
3492
Systematic Alpha Investments
New Jersey
$355K
MVA
3493
Mount Vernon Associates
Maryland
$355K -$14.3K -21 -4%
GWM
3494
Grand Wealth Management
Michigan
$355K -$1.37K -2 -0.4%
RWA
3495
Rooted Wealth Advisors
Illinois
$355K +$25.9K +38 +8%
GT
3496
GreatBanc Trust
Illinois
$354K +$45.1K +66 +14%
HTIM
3497
Harbour Trust & Investment Management
Indiana
$353K +$27.3K +40 +8%
ACM
3498
Altrius Capital Management
North Carolina
$353K +$111K +163 +43%
TCMP
3499
Thrive Capital Management (Pennsylvania)
Pennsylvania
$353K -$239K -350 -39%
AAA
3500
AG Asset Advisory
California
$353K

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.