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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
VBA
3676
von Borstel & Associates
Oregon
$268K -$244K -357 -46%
FH
3677
Financial Harvest
Florida
$268K +$13K +19 +5%
TWPM
3678
Total Wealth Planning & Management
Florida
$267K +$279K +409 New
NFA
3679
Northern Financial Advisors
Michigan
$267K +$279K +409 New
PA
3680
Probity Advisors
Texas
$267K +$10.9K +16 +4%
GW
3681
Griffith & Werner
Georgia
$266K +$1.37K +2 +0.5%
CPCP
3682
Cedar Point Capital Partners
Iowa
$266K
RWP
3683
Reliant Wealth Planning
Kentucky
$265K -$5.46K -8 -2%
NMCM
3684
Nicholson Meyer Capital Management
Missouri
$265K -$6.15K -9 -2%
NFC
3685
Northstar Financial Companies
Pennsylvania
$265K -$457K -669 -62%
CNC
3686
Citizens & Northern Corp
Pennsylvania
$265K -$99K -145 -26%
SRPTWM
3687
Split Rock Private Trading & Wealth Management
Minnesota
$264K -$113K -166 -29%
SWP
3688
ShoreHaven Wealth Partners
New Jersey
$264K +$1.37K +2 +0.5%
MFG
3689
Midwest Financial Group
Kansas
$263K
ZCP
3690
Z3 Capital Partners
Virginia
$263K
GCWM
3691
Graham Capital Wealth Management
District of Columbia
$263K -$17.8K -26 -6%
LAS
3692
Lloyd Advisory Services
Georgia
$262K -$742K -1,087 -73%
KFG
3693
Kingdom Financial Group
Arizona
$262K +$141K +207 +107%
FSA
3694
Financial Sense Advisors
California
$261K -$6.15K -9 -2%
AMIM
3695
Aull & Monroe Investment Management
Alabama
$261K
HBT
3696
Hills Bank & Trust
Iowa
$261K -$514K -753 -65%
PWM
3697
Provident Wealth Management
Tennessee
$261K
RCA
3698
Riverview Capital Advisers
Massachusetts
$259K +$683 +1 +0.3%
CF
3699
Calder Financial
Pennsylvania
$259K -$23.2K -34 -8%
RSWA
3700
Robinson Smith Wealth Advisors
Maine
$258K

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.