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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
CCM
3601
Ciovacco Capital Management
Georgia
$300K
BPW
3602
BLVD Private Wealth
Kentucky
$299K -$683 -1 -0.2%
RRWA
3603
Rainey & Randall Wealth Advisors
Florida
$298K +$683 +1 +0.2%
MS
3604
Monetary Solutions
Ohio
$298K
RWS
3605
Rochester Wealth Strategies
Michigan
$298K
YWM
3606
Yardley Wealth Management
Pennsylvania
$297K
WAS
3607
Westco Advisory Services
New York
$297K -$3.41K -5 -1%
AIM
3608
Avity Investment Management
Connecticut
$297K
IWA
3609
Independent Wealth Advisors
North Carolina
$296K +$75.1K +110 +32%
CH
3610
Canton Hathaway
Rhode Island
$296K
FWSM
3611
First Wilshire Securities Management
California
$295K
LIP
3612
Lynch Investment Planning
Pennsylvania
$295K +$308K +451 New
EG
3613
Ellerson Group
Maryland
$294K
FBC
3614
Fairfield, Bush & Co
Connecticut
$294K
TFS
3615
Targeted Financial Services
Florida
$294K
HBT
3616
Heartland Bank & Trust
Illinois
$294K +$307K +450 New
AWA
3617
A4 Wealth Advisors
North Carolina
$294K -$131K -192 -30%
SAFS
3618
S&A Financial Services
Kansas
$293K +$307K +449 New
EMAM
3619
Encompass More Asset Management
California
$293K -$4.26M -6,240 -93%
BIM
3620
Breakwater Investment Management
Washington
$293K
ICM
3621
Intrepid Capital Management
Florida
$293K
CMP
3622
Coston McIsaac & Partners
Maine
$293K -$132K -193 -30%
PL
3623
Protective Life
Alabama
$293K +$306K +448 New
CWM
3624
Cordatus Wealth Management
Pennsylvania
$292K
MIM
3625
MTM Investment Management
South Carolina
$291K -$9.56K -14 -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.