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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
3FI
3576
3 Factor Indexing
California
$315K +$329K +482 New
VIPI
3577
Vista Investment Partners II
Indiana
$315K
ZAM
3578
Zevin Asset Management
Massachusetts
$315K
XWM
3579
Xcel Wealth Management
Florida
$311K -$2.73K -4 -0.8%
TCM
3580
Tradewinds Capital Management
Washington
$310K +$683 +1 +0.2%
FMB
3581
Field & Main Bank
Kentucky
$310K -$369K -540 -53%
CIG
3582
Cairn Investment Group
Washington
$310K
AIC
3583
Argus Investors Counsel
New York
$310K -$7.51K -11 -2%
SRB
3584
Shotwell Rutter Baer
Michigan
$310K +$12.3K +18 +4%
SFG
3585
SevenBridge Financial Group
Pennsylvania
$309K
SWIG
3586
Strategic Wealth Investment Group
Kentucky
$308K +$683 +1 +0.2%
MWP
3587
Meredith Wealth Planning
Illinois
$307K +$683 +1 +0.2%
IA
3588
IFG Advisors
Missouri
$307K -$10.2K -15 -3%
PFA
3589
Perryman Financial Advisory
Texas
$306K +$683 +1 +0.2%
CWA
3590
CJM Wealth Advisers
Virginia
$306K +$15.7K +23 +5%
CFGSD
3591
Compass Financial Group (South Dakota)
South Dakota
$306K -$15K -22 -4%
HP
3592
HT Partners
Connecticut
$306K
MWM
3593
Mittelman Wealth Management
Massachusetts
$305K +$319K +467 New
LAA
3594
Liberty Atlantic Advisors
Texas
$304K -$8.19K -12 -3%
NI
3595
Natural Investments
California
$303K
OWM
3596
Opes Wealth Management
California
$302K
TCTWM
3597
Three Cord True Wealth Management
Pennsylvania
$301K +$15K +22 +5%
ICCON
3598
Investment Counsel Company of Nevada
Nevada
$301K -$1.33M -1,953 -81%
RPA
3599
Redwood Park Advisors
California
$301K +$683 +1 +0.2%
HI
3600
Hoey Investments
Pennsylvania
$300K

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.