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iShares Core S&P 500 ETF

3,979 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, 1,772 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

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
3,979
Holders Change
-22
Holders Change %
-0.55%
% 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
1,772
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
IA
351
Integrity Alliance
Iowa
$119M +$2.18M +3,198 +2%
BWP
352
BSW Wealth Partners
Colorado
$119M -$221K -324 -0.2%
PIM
353
Parker Investment Management
California
$118M +$35.9M +52,524 +41%
AA
354
ALPS Advisors
Colorado
$118M +$5.54M +8,115 +5%
RIG
355
RiverFront Investment Group
Virginia
$118M -$20.7M -30,255 -14%
SCA
356
St. Clair Advisors
Ohio
$116M -$15.6M -22,871 -11%
RSWM
357
Robertson Stephens Wealth Management
California
$116M -$2.23M -3,273 -2%
HWAM
358
Hennion & Walsh Asset Management
New Jersey
$116M +$4.25M +6,225 +4%
DADC
359
D.A. Davidson & Co
Montana
$115M +$4.16M +6,098 +4%
RWP
360
RWA Wealth Partners
Massachusetts
$114M -$5.66M -8,283 -5%
GT
361
Glenmede Trust
Pennsylvania
$114M +$14.8M +21,705 +14%
TAM
362
TCP Asset Management
Ohio
$114M +$31.1M +45,493 +35%
HSBC Holdings
363
HSBC Holdings
United Kingdom
$113M -$1.16B -1,697,850 -91%
WTC
364
WhitTier Trust Company
Nevada
$113M +$7.37M +10,796 +7%
KWMG
365
King Wealth Management Group
Florida
$112M +$768K +1,125 +0.7%
FMWA
366
Forvis Mazars Wealth Advisors
Missouri
$112M +$3.16M +4,631 +3%
BC
367
Bricktown Capital
Michigan
$111M -$25.4M -37,150 -18%
PWM
368
Perigon Wealth Management
California
$111M -$1.55M -2,271 -1%
BMCM
369
Bryn Mawr Capital Management
Pennsylvania
$110M -$2.46M -3,609 -2%
SFS
370
Summit Financial Strategies
Ohio
$110M +$13.6M +19,904 +13%
MCWS
371
McKinley Carter Wealth Services
West Virginia
$109M +$15.5M +22,656 +16%
ANTB
372
AMG National Trust Bank
Colorado
$107M +$23.5M +34,381 +26%
RCM
373
Requisite Capital Management
Texas
$107M +$2.4M +3,517 +2%
AWA
374
Arkadios Wealth Advisors
Georgia
$107M +$14.1M +20,645 +14%
FWM
375
FFT Wealth Management
Pennsylvania
$107M +$15M +21,922 +16%

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 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.

  • 3,979 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.