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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
AFC
3751
AFT Forsyth & Company
Florida
$236K
WCM
3752
Wallace Capital Management
Texas
$235K
HIMC
3753
Heritage Investors Management Corp
Maryland
$235K -$3.41K -5 -1%
EFT
3754
Envision Financial Transparency
North Carolina
$235K +$246K +360 New
IPW
3755
Inlet Private Wealth
Florida
$235K -$19.8K -29 -7%
PFA
3756
Plotkin Financial Advisors
Maryland
$235K
GK
3757
Graney & King
New York
$234K +$683 +1 +0.3%
SWM
3758
Shelton Wealth Management
Texas
$233K
TW
3759
Towerpoint Wealth
California
$233K -$10.9K -16 -4%
LCGC
3760
Legacy Capital Group California
California
$232K +$6.15K +9 +3%
SWM
3761
Sendero Wealth Management
Texas
$232K -$330K -483 -58%
PWA
3762
Portus Wealth Advisors
North Carolina
$232K
BRIA
3763
Balanced Rock Investment Advisors
Massachusetts
$231K +$242K +354 New
OC
3764
Opinicus Capital
Florida
$231K -$6.15K -9 -2%
IA
3765
IF Advisors
Texas
$231K
RA
3766
Rise Advisors
New York
$230K +$32.8K +48 +16%
WFP
3767
Welch Financial Planning
Colorado
$229K +$240K +351 New
WA
3768
Wealthstar Advisors
Texas
$229K
BCM
3769
Bannerstone Capital Management
Minnesota
$229K -$23.9K -35 -9%
BWM
3770
Baron Wealth Management
Michigan
$228K -$731K -1,070 -75%
DWG
3771
Darden Wealth Group
Michigan
$228K
PF
3772
Phoenix Financial
Israel
$228K
TCM
3773
Tassel Capital Management
North Carolina
$227K +$237K +347 New
NWM
3774
Nova Wealth Management
Florida
$226K +$13.7K +20 +6%
WFS
3775
Widmann Financial Services
Maryland
$226K +$22.5K +33 +11%

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.