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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
EC
3651
Eaton-Cambridge
Arizona
$280K +$19.8K +29 +7%
M
3652
MYeCFO
California
$279K
EFMC
3653
Empire Financial Management Company
New York
$279K
PG
3654
Proffitt & Goodson
Tennessee
$278K +$240K +351 +468%
SGC
3655
Slocum, Gordon & Co
Rhode Island
$278K -$33.5K -49 -10%
SWM
3656
Schwallier Wealth Management
Michigan
$278K +$11.6K +17 +4%
UFPG
3657
United Financial Planning Group
New York
$277K +$19.8K +29 +7%
VBFP
3658
Valtinson Bruner Financial Planning
Minnesota
$276K +$13K +19 +5%
BWM
3659
Bernard Wealth Management
Michigan
$275K -$16.4K -24 -5%
CWM
3660
CarsonAllaria Wealth Management
Illinois
$275K +$683 +1 +0.2%
PWM
3661
Peak Wealth Management
New Hampshire
$275K
TPW
3662
Tiller Private Wealth
Pennsylvania
$274K +$61.5K +90 +27%
PFT
3663
Providence First Trust
Arizona
$274K
CA
3664
Crumly & Associates
Illinois
$274K +$683 +1 +0.2%
MFG
3665
Marmo Financial Group
Tennessee
$273K +$683 +1 +0.2%
SF
3666
Seros Financial
Arizona
$273K -$50.5K -74 -15%
SIP
3667
Sellwood Investment Partners
Oregon
$273K +$271K +397 +1,890%
HHAA
3668
Henry H. Armstrong Associates
Pennsylvania
$272K
TAWM
3669
Three Arch Wealth Management
California
$272K
FWM
3670
FLP Wealth Management
Arkansas
$272K +$66.9K +98 +31%
OPTFSNA
3671
Old Point Trust & Financial Services N A
Virginia
$271K -$34.1K -50 -11%
IP
3672
Intellectus Partners
California
$271K -$33.5K -49 -11%
CRFG
3673
Columbia River Financial Group
Washington
$270K
AG
3674
Advocate Group
Minnesota
$270K -$25.3K -37 -8%
OPOWM
3675
One Plus One Wealth Management
Florida
$269K +$8.19K +12 +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.