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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
SRWM
3826
Shira Ridge Wealth Management
California
$207K +$4.1K +6 +2%
QHA
3827
Quarry Hill Advisors
Minnesota
$207K -$12.3K -18 -6%
FCM
3828
Flagship Capital Management
Pennsylvania
$206K
VIA
3829
Victrix Investment Advisors
Florida
$206K
3F
3830
360 Financial
Minnesota
$206K +$215K +315 New
BWG
3831
Boomfish Wealth Group
Georgia
$206K +$215K +315 New
SPAS
3832
Spectrum Planning & Advisory Services
California
$204K -$14.3K -21 -6%
HIIFS
3833
Harel Insurance Investments & Financial Services
Israel
$204K -$3.96M -5,800 -95%
WAM
3834
Weinberger Asset Management
California
$204K +$213K +312 New
WFM
3835
Wolff Financial Management
Michigan
$204K
WPA
3836
Winning Points Advisors
Florida
$204K
BAM
3837
Byrne Asset Management
New Jersey
$202K -$19.1K -28 -8%
BH
3838
Burk Holdings
Oklahoma
$202K
MHFA
3839
Mission Hills Financial Advisory
California
$202K +$211K +309 New
SWM
3840
Sherman Wealth Management
Maryland
$201K +$683 +1 +0.3%
PGWA
3841
Plus Group Wealth Advisors
Wisconsin
$201K
PWM
3842
Partners Wealth Management
California
$201K -$53.9K -79 -20%
OL
3843
Optas LLC
Texas
$201K +$210K +308 New
IIM
3844
IFC & Insurance Marketing
California
$201K +$63.5K +93 +43%
FWA
3845
FSC Wealth Advisors
New York
$200K -$539K -790 -72%
HHCP
3846
Hilton Head Capital Partners
South Carolina
$199K
PIA
3847
Powell Investment Advisors
Florida
$195K
ACM
3848
Anfield Capital Management
California
$191K
EPW
3849
Evergreen Private Wealth
Colorado
$189K -$8.19K -12 -4%
CICI
3850
Capital Investment Counsel Inc
North Carolina
$188K -$1.37K -2 -0.7%

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.