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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
PRS
3776
Pinkerton Retirement Specialists
Idaho
$225K
BWM
3777
Base Wealth Management
Florida
$225K +$19.8K +29 +9%
WCM
3778
Westend Capital Management
California
$225K -$13K -19 -5%
VAM
3779
Vienna Asset Management
California
$225K +$683 +1 +0.3%
TWA
3780
Tulsa Wealth Advisors
Oklahoma
$224K +$234K +342 New
SIG
3781
Spinnaker Investment Group
California
$221K -$449K -657 -66%
LL
3782
LPWM LLC
Minnesota
$220K +$230K +337 New
VAG
3783
Vannoy Advisory Group
Texas
$219K
UAS
3784
United Asset Strategies
New York
$219K -$27.3K -40 -11%
NWMG
3785
Nicholson Wealth Management Group
South Carolina
$219K
PPWM
3786
Paragon Private Wealth Management
Kentucky
$218K
FS
3787
Ferguson Shapiro
Georgia
$218K
TWM
3788
Tortuga Wealth Management
California
$218K -$34.1K -50 -13%
BTC
3789
Bank & Trust Company
Illinois
$218K
EWA
3790
ERTS Wealth Advisors
Michigan
$217K +$227K +333 New
RFWA
3791
RPg Family Wealth Advisory
Massachusetts
$217K -$18.4K -27 -8%
FCG
3792
Financial Connections Group
California
$217K +$1.37K +2 +0.6%
RSVP
3793
Ramsay Stattman Vela & Price
Colorado
$216K
WC
3794
Wynn Capital
Georgia
$216K
MMCM
3795
Murphy & Mullick Capital Management
New York
$216K +$6.83K +10 +3%
SC
3796
Summa Corp
Texas
$216K +$226K +331 New
MGAM
3797
McGowan Group Asset Management
Texas
$215K
BBA
3798
Braun-Bostich & Associates
Pennsylvania
$215K -$14.3K -21 -6%
CCA
3799
Cooper Capital Advisors
California
$215K
TDC
3800
Thompson Davis & Co
Virginia
$214K -$35.5K -52 -14%

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.