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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
SC
3551
Schulhoff & Co
Ohio
$328K
OLA
3552
Oliver Luxxe Assets
New Jersey
$328K
MCM
3553
McDonough Capital Management
Florida
$328K
LKIM
3554
Lawson Kroeker Investment Management
Nebraska
$327K -$56K -82 -14%
DRD
3555
Dennis R. Delaney
$327K +$341K +500 New
WPW
3556
Warther Private Wealth
Ohio
$327K +$341K +500 New
AWA
3557
Alaska Wealth Advisors
Alaska
$326K +$341K +499 New
WAG
3558
Wiser Advisor Group
Arizona
$326K -$51.9K -76 -13%
AWC
3559
Adamsbrown Wealth Consultants
Kansas
$326K +$70.3K +103 +26%
DFG
3560
DiPaolo Financial Group
Florida
$325K +$135K +197 +66%
TIM
3561
Tevis Investment Management
Texas
$324K +$109K +160 +48%
IWM
3562
Iams Wealth Management
Nebraska
$323K -$4.78K -7 -1%
VWM
3563
Vermillion Wealth Management
Minnesota
$322K +$7.51K +11 +2%
SAM
3564
Synergy Asset Management
Washington
$321K -$17.1K -25 -5%
BW
3565
Basepoint Wealth
Iowa
$321K +$1.37K +2 +0.4%
WFS
3566
Walker Financial Services
Kentucky
$321K +$683 +1 +0.2%
SBWIC
3567
Schaper Benz & Wise Investment Counsel
Wisconsin
$320K +$335K +490 New
WWA
3568
Wisconsin Wealth Advisors
Wisconsin
$319K
CPC
3569
Consolidated Planning Corp
Georgia
$319K -$324K -474 -49%
WTFG
3570
Wood Tarver Financial Group
Idaho
$318K
NAMM
3571
NorthStar Asset Management (Massachusetts)
Massachusetts
$317K
PFA
3572
Petra Financial Advisors
Colorado
$316K -$200K -293 -38%
CG
3573
Clifford Group
Massachusetts
$316K +$117K +172 +55%
CPA
3574
Cathy Pareto & Associates
Florida
$316K -$62.8K -92 -16%
TPF
3575
Tribridge Partners Financial
Maryland
$316K +$8.88K +13 +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.