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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
UIM
3726
Unified Investment Management
Georgia
$246K +$257K +376 New
DBIA
3727
Dumont & Blake Investment Advisors
New Jersey
$245K -$7.51K -11 -3%
MDCM
3728
Morgan Dempsey Capital Management
Wisconsin
$245K
BLFG
3729
Brian Low Financial Group
Louisiana
$244K -$66.2K -97 -21%
ICP
3730
Ironvine Capital Partners
Nebraska
$244K
AW
3731
Ankerstar Wealth
Texas
$243K -$25.3K -37 -9%
AA
3732
AJ Advisors
Tennessee
$243K +$683 +1 +0.3%
FMI
3733
Financial Management Inc
Arkansas
$242K -$9.56K -14 -4%
FFIC
3734
First Fiduciary Investment Counsel
Ohio
$242K +$683 +1 +0.3%
WCFP
3735
White & Co Financial Planning
Washington
$242K -$36.9K -54 -13%
CWM
3736
Capital Wealth Management
Rhode Island
$242K +$25.9K +38 +11%
RH
3737
RFG Holdings
Texas
$241K -$7.51K -11 -3%
AFM
3738
Abbot Financial Management
Massachusetts
$240K
4A
3739
4Wealth Advisors
Illinois
$240K +$683 +1 +0.3%
TA
3740
TKG Advisors
Indiana
$239K -$28.7K -42 -10%
BAG
3741
Bridgewealth Advisory Group
California
$239K +$15.7K +23 +7%
SC
3742
Schiavi & Co
Delaware
$239K +$30.7K +45 +14%
AI
3743
Axecap Investments
Ohio
$238K -$1.05M -1,542 -81%
VNIM
3744
Vaughan Nelson Investment Management
Texas
$238K -$6.83K -10 -3%
RFW
3745
Redwood Family Wealth
Texas
$238K +$2.73K +4 +1%
GWAM
3746
Guardian Wealth Advisors (Minnesota)
Minnesota
$237K -$8.88K -13 -3%
HWMC
3747
Heritage Wealth Management (California)
California
$237K -$49.8K -73 -17%
PA
3748
Prosperity Advisers
Pennsylvania
$237K
RW
3749
Ridgeline Wealth
Arizona
$237K
LG
3750
LaFleur & Godfrey
Michigan
$236K

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.