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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
MC
3501
Matisse Capital
Oregon
$351K
KWA
3502
Kellett Wealth Advisors
Ohio
$351K +$2.73K +4 +0.7%
BCM
3503
Buckhead Capital Management
Georgia
$351K -$36.9K -54 -9%
ECML
3504
Eagle Capital Management (Louisiana)
Louisiana
$351K +$367K +538 New
MNA
3505
Manning & Napier Advisors
New York
$350K +$280K +410 +328%
EWA
3506
Eagle Wealth Advisors
Connecticut
$349K +$61.5K +90 +20%
NFW
3507
Noble Family Wealth
Florida
$348K
CC
3508
Cultivar Capital
Texas
$348K +$363K +532 New
BBFA
3509
Brindle & Bay Financial Advisors
Texas
$347K +$13K +19 +4%
FIM
3510
Freedom Investment Management
Connecticut
$347K -$223K -326 -38%
WKSWA
3511
White Knight Strategic Wealth Advisors
New Jersey
$347K -$46.4K -68 -11%
SA
3512
Seneschal Advisors
Washington
$346K
DSAM
3513
Dock Street Asset Management
Florida
$344K -$48.5K -71 -12%
ASBI
3514
American State Bank (Iowa)
Iowa
$344K
SFGP
3515
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$343K -$1.48M -2,167 -80%
CW
3516
Channel Wealth
California
$343K -$31.4K -46 -8%
CC
3517
Capstone Capital
Nevada
$343K +$154K +225 +75%
BGA
3518
Battery Global Advisors
Massachusetts
$342K +$178K +260 +98%
BEC
3519
Blue Edge Capital
Virginia
$342K
DF
3520
Define Financial
California
$341K -$32.8K -48 -8%
FF
3521
Foronjy Financial
California
$341K +$73.1K +107 +26%
FPI
3522
Financial Plan Inc
Washington
$340K -$8.19K -12 -2%
BWS
3523
Broadway Wealth Solutions
Texas
$338K
RF
3524
RHS Financial
California
$338K +$1.37K +2 +0.4%
FA
3525
Financial Alternatives
California
$338K +$2.73K +4 +0.8%

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.