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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
FEG
3526
Financial Enhancement Group
Indiana
$338K -$6.15K -9 -2%
SDH
3527
Sloy Dahl & Holst
Washington
$338K +$4.78K +7 +1%
ACM
3528
Alpha Capital Management
Texas
$337K +$70.3K +103 +25%
TWM
3529
TriaGen Wealth Management
California
$336K
ACA
3530
AllStreet Capital Advisors
California
$336K +$9.56K +14 +3%
PRRFG
3531
Paul R. Ried Financial Group
Washington
$336K
DW30
3532
Drucker Wealth 3.0
New Jersey
$336K +$6.15K +9 +2%
AIS
3533
Accredited Investor Services
Minnesota
$336K +$60.1K +88 +21%
BZWA
3534
Blue Zone Wealth Advisors
California
$335K -$420K -615 -55%
EFN
3535
Equita Financial Network
Pennsylvania
$334K -$145K -213 -29%
CWM
3536
Cooke Wealth Management
California
$334K +$13K +19 +4%
CWM
3537
Concentrum Wealth Management
California
$334K +$116K +170 +50%
EAN
3538
Excelsior Advisor Network
Colorado
$333K -$33.5K -49 -9%
HHWM
3539
Hiley Hunt Wealth Management
Nebraska
$332K -$56.7K -83 -14%
FFG
3540
Forum Finance Group
$331K +$427K +626 New
SAP
3541
Strategic Advisory Partners
North Carolina
$331K -$56K -82 -14%
SCM
3542
Stonehearth Capital Management
Massachusetts
$330K
LIM
3543
Letson Investment Management
Georgia
$330K
RSS
3544
Rosenblum Silverman Sutton
California
$330K
GWM
3545
Greenline Wealth Management
Florida
$329K
KRW
3546
Kaufman Rossin Wealth
Florida
$329K
BSAM
3547
Blue Square Asset Management
New York
$329K +$105K +154 +44%
CGF
3548
Constant Guidance Financial
Massachusetts
$329K +$343K +503 New
AIM
3549
Anchor Investment Management
South Carolina
$328K +$683 +1 +0.2%
PAM
3550
Prodigy Asset Management
Nebraska
$328K

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.