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iShares Core S&P 500 ETF

4,084 hedge funds and large institutions have $705B invested in iShares Core S&P 500 ETF in 2026 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,824 increasing their positions, 1,463 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 68

104.07% more ownership

Funds ownership: 77.07%181.14% (+104%)

28% more capital invested

Capital invested by funds: $552B → $705B (+$153B)

25% more repeat investments, than reductions

Existing positions increased: 1,824 | Existing positions reduced: 1,463

5% more funds holding in top 10

Funds holding in top 10: 1,2481,306 (+58)

2% more funds holding

Funds holding: 3,9934,084 (+91)

0% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.28B

Holders
4,084
Holders Change
+91
Holders Change %
+2.28%
% of All Funds
49.36%
Holding in Top 10
1,306
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+4.65%
% of All Funds
15.78%
New
239
Increased
1,824
Reduced
1,463
Closed
68
Calls
$2.28B
Puts
$2.28B
Net Calls
-$1.15M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
3651
Rochester Wealth Strategies
Michigan
$341K
IWA
3652
Independent Wealth Advisors
North Carolina
$341K +$728 +1 +0.2%
MAWAG
3653
Mid-American Wealth Advisory Group
Missouri
$340K -$48.8K -67 -13%
BPW
3654
BLVD Private Wealth
Kentucky
$339K -$3.64K -5 -1%
LIP
3655
Lynch Investment Planning
Pennsylvania
$339K +$728 +1 +0.2%
FWSM
3656
First Wilshire Securities Management
California
$338K
WAS
3657
Westco Advisory Services
New York
$338K -$2.19K -3 -0.7%
CWM
3658
Carolina Wealth Management
North Carolina
$338K +$328K +451 New
FA
3659
Financial Alternatives
California
$337K -$49.5K -68 -13%
EG
3660
Ellerson Group
Maryland
$337K
FBC
3661
Fairfield, Bush & Co
Connecticut
$337K
SAFS
3662
S&A Financial Services
Kansas
$336K
EMAM
3663
Encompass More Asset Management
California
$336K
HBT
3664
Hills Bank & Trust
Iowa
$335K +$35K +48 +12%
AIA
3665
Allied Investment Advisors
Montana
$334K +$13.1K +18 +4%
MIM
3666
MTM Investment Management
South Carolina
$334K
SWM
3667
SFG Wealth Management
Maryland
$333K -$85.9K -118 -21%
AIS
3668
Accredited Investor Services
Minnesota
$333K -$50.2K -69 -13%
NAMM
3669
NorthStar Asset Management (Massachusetts)
Massachusetts
$333K -$29.1K -40 -8%
SFC
3670
Swisher Financial Concepts
Ohio
$332K +$7.28K +10 +2%
MHR
3671
Matthew Hamilton Rosenberg
$331K
SFG
3672
SevenBridge Financial Group
Pennsylvania
$331K -$5.1K -7 -2%
XWM
3673
Xcel Wealth Management
Florida
$330K -$26.2K -36 -8%
CIM
3674
Catalyst Investment Management
New Hampshire
$329K +$320K +439 New
AWS
3675
Alliance Wealth Strategies
Virginia
$327K

IVV Hedge Fund Activity: Q2 2026 in Review

4,084 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2026, worth a combined $705B — up 28% from $552B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new IVV positions and 68 closed out — a net gain of 171 holders — while 1,824 added to existing stakes and 1,463 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $846B. The largest seller was Squarepoint, cutting an estimated $3.03B.

  • 4,084 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2026, up from 3,993 in Q1 2026.
  • Funds reported $705B of iShares Core S&P 500 ETF stock for Q2 2026, up 28% quarter-over-quarter.
  • 239 funds opened new iShares Core S&P 500 ETF positions in Q2 2026 and 68 closed out, a net change of +171 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2026 was Alaska Permanent Fund, an estimated $846B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2026 was Squarepoint, an estimated $3.03B sold.

Based on aggregated 13F filings for Q2 2026.