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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
SSA
3626
SSA Swiss Advisors
$291K
FDDB
3627
Fidelity D&D Bancorp
Pennsylvania
$289K +$60.8K +89 +25%
ACM
3628
Aljian Capital Management
Nevada
$289K +$303K +443 New
CC
3629
Citrine Capital
California
$289K
MHR
3630
Matthew Hamilton Rosenberg
$289K
CL
3631
CPWA LLC
Oregon
$288K +$265K +388 New
MCG
3632
McCollum Christoferson Group
New York
$287K -$113K -165 -27%
WC
3633
Whitney & Co
New York
$287K -$51.9K -76 -15%
SJL
3634
Shayne & Jacobs LLC
Tennessee
$285K -$6.15K -9 -2%
SA
3635
Sicart Associates
New York
$285K
CWA
3636
Centerline Wealth Advisors
Kentucky
$285K +$31.4K +46 +12%
T2I
3637
Turim 21 Investimentos
Brazil
$285K +$79.2K +116 +36%
CLA
3638
Carnegie Lake Advisors
New Jersey
$285K -$4.1K -6 -1%
AWS
3639
Alliance Wealth Strategies
Virginia
$285K +$683 +1 +0.2%
ZWA
3640
Zinnia Wealth Advisory
Florida
$284K -$16.4K -24 -5%
BCM
3641
Bienville Capital Management
New York
$283K +$296K +434 New
SFC
3642
Swisher Financial Concepts
Ohio
$283K +$296K +433 New
PSP
3643
Pacific Sage Partners
Washington
$283K
TNAM
3644
Terra Nova Asset Management
New York
$282K -$14.3K -21 -5%
RCA
3645
Ranch Capital Advisors
Florida
$282K -$28.7K -42 -9%
AIM
3646
Alhambra Investment Management
Florida
$281K -$113K -165 -28%
AWMNH
3647
Arcadia Wealth Management (New Hampshire)
New Hampshire
$281K -$11.6K -17 -4%
CIA
3648
Cascade Investment Advisors
Oregon
$280K
MM
3649
Main Management
California
$280K
AIA
3650
Allied Investment Advisors
Montana
$280K -$36.9K -54 -11%

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.