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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
BAM
3851
Bellevue Asset Management
Washington
$187K
WA
3852
WestEnd Advisors
North Carolina
$183K +$94.2K +138 +97%
TWM
3853
Tripletail Wealth Management
Florida
$180K
MEG
3854
Millstone Evans Group
Colorado
$179K
PCTC
3855
Perkins Coie Trust Company
Washington
$178K
KTC
3856
Kentucky Trust Company
Kentucky
$176K
CMA
3857
Cedar Mountain Advisors
Oregon
$176K +$683 +1 +0.4%
NA
3858
Networth Advisors
Pennsylvania
$174K -$17.1K -25 -9%
C
3859
Covestor
United Kingdom
$174K -$13.7K -20 -7%
POIA
3860
Pin Oak Investment Advisors
Texas
$171K
FF
3861
Friedenthal Financial
New Jersey
$170K +$13K +19 +8%
UFAC
3862
Urban Financial Advisory Corp
Illinois
$169K +$15.7K +23 +10%
LFASL
3863
Lugano Financial Advisors SA (LFA)
Switzerland
$168K
AGWCA
3864
Annis Gardner Whiting Capital Advisors
Florida
$167K +$15K +22 +9%
MIM
3865
Marshall Investment Management
Colorado
$167K +$175K +256 New
WWM
3866
Wolff Wiese Magana
California
$164K
RG
3867
RHL Group
Michigan
$160K +$683 +1 +0.4%
WCM
3868
Weaver Capital Management
Georgia
$160K +$683 +1 +0.4%
NRWA
3869
North Ridge Wealth Advisors
Oregon
$154K +$38.2K +56 +31%
CAC
3870
Core Alternative Capital
Georgia
$154K -$68.3K -100 -30%
LHEI
3871
Leo H. Evart Inc
California
$153K +$160K +235 New
IIL
3872
Insight Inv LLC
California
$153K -$2.05K -3 -1%
MAM
3873
Morse Asset Management
Connecticut
$146K -$4.78K -7 -3%
AC
3874
Arjuna Capital
North Carolina
$146K
SFC
3875
SYM Financial Corp
Indiana
$144K +$151K +221 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.