We are live on ! Find out more
IVV icon

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
RJA
3876
Ross\Johnson & Associates
Minnesota
$142K -$10.9K -16 -7%
SA
3877
Scarborough Advisors
Maryland
$141K +$147K +216 New
IA
3878
IFG Advisory
Georgia
$140K -$11.2M -16,406 -99%
PWMG
3879
Private Wealth Management Group
New Jersey
$140K +$41K +60 +39%
PMIM
3880
Prudent Man Investment Management
Colorado
$131K
CAM
3881
Costello Asset Management
Pennsylvania
$130K
GCM
3882
Gunpowder Capital Management
Maryland
$129K -$33.5K -49 -20%
CH
3883
CDKV Holdings
Colorado
$128K
RF
3884
Robinswood Financial
Washington
$127K +$23.2K +34 +21%
MAS
3885
MPWM Advisory Solutions
Georgia
$125K
SWIM
3886
Smallwood Wealth Investment Management
New Jersey
$121K +$59.4K +87 +90%
EPIME
3887
Evelyn Partners Investment Management (Europe)
$116K
IWM
3888
IMG Wealth Management
Florida
$116K -$307K -450 -72%
BCM
3889
Boreal Capital Management
Florida
$114K -$792K -1,160 -87%
TWM
3890
Topsail Wealth Management
North Carolina
$114K
EWA
3891
Elevate Wealth Advisory
Georgia
$112K
GCM
3892
Gables Capital Management
Florida
$110K
PIS
3893
POM Investment Strategies
North Carolina
$109K -$900K -1,318 -89%
AFG
3894
Albion Financial Group
Utah
$108K +$32.8K +48 +41%
CNBTD
3895
Citizens National Bank Trust Department
Mississippi
$106K +$83.3K +122 +305%
GPFA
3896
Game Plan Financial Advisors
Ohio
$105K
MCRM
3897
Midway Capital Research & Management
Illinois
$105K +$110K +161 New
IPS
3898
Investors Portfolio Services
Washington
$105K -$10.2K -15 -9%
KFO
3899
Kopp Family Office
Minnesota
$96K
BWM
3900
Benson Wealth Management
Tennessee
$95.4K

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.