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iShares Core S&P 500 ETF

3,993 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 169 funds opening new positions, 1,778 increasing their positions, 1,525 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 125

17% more repeat investments, than reductions

Existing positions increased: 1,778 | Existing positions reduced: 1,525

0% less funds holding

Funds holding: 4,0103,993 (-17)

1.91% less ownership

Funds ownership: 78.97%77.07% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 1,2791,248 (-31)

6% less capital invested

Capital invested by funds: $587B → $552B (-$34.7B)

14% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.2B

Holders
3,993
Holders Change
-17
Holders Change %
-0.42%
% of All Funds
48.86%
Holding in Top 10
1,248
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-2.42%
% of All Funds
15.27%
New
169
Increased
1,778
Reduced
1,525
Closed
125
Calls
$1.88B
Puts
$2.2B
Net Calls
-$313M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
3876
Annis Gardner Whiting Capital Advisors
Florida
$167K +$15K +22 +9%
MIM
3877
Marshall Investment Management
Colorado
$167K +$175K +256 New
WWM
3878
Wolff Wiese Magana
California
$164K
RG
3879
RHL Group
Michigan
$160K +$683 +1 +0.4%
WCM
3880
Weaver Capital Management
Georgia
$160K +$683 +1 +0.4%
NRWA
3881
North Ridge Wealth Advisors
Oregon
$154K +$38.2K +56 +31%
CAC
3882
Core Alternative Capital
Georgia
$154K -$68.3K -100 -30%
LHEI
3883
Leo H. Evart Inc
California
$153K +$160K +235 New
IIL
3884
Insight Inv LLC
California
$153K -$2.05K -3 -1%
MAM
3885
Morse Asset Management
Connecticut
$146K -$4.78K -7 -3%
AC
3886
Arjuna Capital
North Carolina
$146K
SFC
3887
SYM Financial Corp
Indiana
$144K +$151K +221 New
RJA
3888
Ross\Johnson & Associates
Minnesota
$142K -$10.9K -16 -7%
SA
3889
Scarborough Advisors
Maryland
$141K +$147K +216 New
IA
3890
IFG Advisory
Georgia
$140K -$11.2M -16,406 -99%
PWMG
3891
Private Wealth Management Group
New Jersey
$140K +$41K +60 +39%
PMIM
3892
Prudent Man Investment Management
Colorado
$131K
CAM
3893
Costello Asset Management
Pennsylvania
$130K
GCM
3894
Gunpowder Capital Management
Maryland
$129K -$33.5K -49 -20%
CH
3895
CDKV Holdings
Colorado
$128K
RF
3896
Robinswood Financial
Washington
$127K +$23.2K +34 +21%
MAS
3897
MPWM Advisory Solutions
Georgia
$125K
SWIM
3898
Smallwood Wealth Investment Management
New Jersey
$121K +$59.4K +87 +90%
EPIME
3899
Evelyn Partners Investment Management (Europe)
$116K
IWM
3900
IMG Wealth Management
Florida
$116K -$307K -450 -72%

IVV Hedge Fund Activity: Q1 2026 in Review

3,993 of the 8,172 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: 169 funds opened new IVV positions and 125 closed out — a net gain of 44 holders — while 1,778 added to existing stakes and 1,525 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.

  • 3,993 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,010 in Q4 2025.
  • Funds reported $552B of iShares Core S&P 500 ETF stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 169 funds opened new iShares Core S&P 500 ETF positions in Q1 2026 and 125 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.