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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
JC
3801
Jacobs & Co
California
$214K
CAP
3802
Columbia Advisory Partners
Washington
$214K -$11.6K -17 -5%
RYIA
3803
Roehl & Yi Investment Advisors
Oregon
$213K +$223K +326 New
FCG
3804
Fielder Capital Group
Tennessee
$213K -$242K -355 -52%
CG
3805
Clarus Group
Texas
$213K
FFG
3806
Floyd Financial Group
Missouri
$212K +$206K +302 New
BHWA
3807
Beacon Harbor Wealth Advisors
Virginia
$212K
YCM
3808
Yousif Capital Management
Michigan
$212K
SFG
3809
Sather Financial Group
Texas
$212K +$222K +325 New
CS
3810
Crescent Sterling
Louisiana
$212K +$221K +324 New
UWM
3811
United Wealth Management
Virginia
$211K -$22.5K -33 -9%
LWM
3812
Level Wealth Management
North Carolina
$211K -$88.1K -129 -29%
KI
3813
KTF Investments
California
$210K +$683 +1 +0.3%
VDI
3814
Vaughan David Investments
Illinois
$210K -$203K -297 -48%
HDIM
3815
Hanson & Doremus Investment Management
Vermont
$210K +$34.1K +50 +18%
QFPS
3816
Quantum Financial Planning Services
Washington
$210K -$10.2K -15 -4%
MGI
3817
MayTech Global Investments
New York
$210K +$683 +1 +0.3%
PIWA
3818
Prevail Innovative Wealth Advisors
Kansas
$210K +$219K +321 New
JF
3819
Joule Financial
Kentucky
$209K -$781K -1,143 -78%
HI
3820
Harper Investing
California
$209K
VFS
3821
Valpey Financial Services
New Hampshire
$209K
MIM
3822
Moseley Investment Management
Florida
$209K -$14.3K -21 -6%
RAM
3823
Riggs Asset Management
Pennsylvania
$208K -$4.78K -7 -2%
KWM
3824
KRM Wealth Management
Nevada
$208K +$218K +319 New
BAG
3825
Bauman Advisory Group
Nevada
$208K +$217K +318 New

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.