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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
48.94%
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
EA
3701
Echo45 Advisors
California
$258K
HCWM
3702
Hidden Cove Wealth Management
Washington
$258K +$5.46K +8 +2%
SFG
3703
Seamount Financial Group
Colorado
$258K +$683 +1 +0.3%
BCP
3704
Blue Chip Partners
Michigan
$256K +$13K +19 +5%
MF
3705
Manchester Financial
California
$256K +$5.46K +8 +2%
RI
3706
RWWM Inc
California
$256K -$17.8K -26 -6%
SCM
3707
Stordahl Capital Management
Colorado
$256K
GTWM
3708
Global Trust Wealth Management
Florida
$255K
FWM
3709
ForthRight Wealth Management
Georgia
$255K +$3.41K +5 +1%
FF
3710
Farnam Financial
Arizona
$255K +$24.6K +36 +10%
EW
3711
Expressive Wealth
Illinois
$254K +$8.19K +12 +4%
CWMGO
3712
Capstone Wealth Management Group (Oregon)
Oregon
$254K +$10.9K +16 +4%
CWP
3713
Clark Wealth Partners
Illinois
$254K +$2.73K +4 +1%
HAS
3714
Horizon Advisory Services
New York
$253K
PHWM
3715
Pine Harbor Wealth Management
Maryland
$253K
DFG
3716
Dupree Financial Group
Kentucky
$252K +$4.1K +6 +2%
PF
3717
Prosperitas Financial
California
$252K -$683 -1 -0.3%
DWM
3718
Darwin Wealth Management
Florida
$251K -$15.7K -23 -6%
UWP
3719
Uniting Wealth Partners
Kansas
$251K -$140K -205 -35%
NA
3720
Nautilus Advisors
California
$250K +$38.2K +56 +17%
THCM
3721
Taylor Hoffman Capital Management
Virginia
$250K +$261K +382 New
MIM
3722
Merrion Investment Management
New Jersey
$250K
PFA
3723
Professional Financial Advisors
Nebraska
$248K +$14.3K +21 +6%
WAP
3724
Wealth Analytics Partners
California
$247K
MA
3725
McGrath & Associates
North Carolina
$246K +$21.2K +31 +9%

IVV Hedge Fund Activity: Q1 2026 in Review

3,980 of the 8,133 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.