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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
RP
3901
Rice Partnership
Hawaii
$95.4K +$23.2K +34 +30%
GGI
3902
Godsey & Gibb Inc
Virginia
$94.7K +$9.56K +14 +11%
MWM
3903
Magnolia Wealth Management
Alabama
$94.7K +$99K +145 New
HA
3904
Heartland Advisors
Wisconsin
$91.4K -$19.8K -29 -17%
AF
3905
Aviso Financial
Ontario, Canada
$91.4K
BIA
3906
Bell Investment Advisors
California
$90.3K -$258K -378 -73%
CF
3907
Conquis Financial
California
$87.5K
SIM
3908
Strategic Investment Management
Virginia
$86.2K
WFA
3909
Wells Financial Advisors
Massachusetts
$85.6K -$556K -814 -86%
ATC
3910
Adirondack Trust Company
New York
$85.6K
QWM
3911
Quaker Wealth Management
New Jersey
$84.9K -$13K -19 -13%
CCMI
3912
Creative Capital Management Investments
California
$84.3K
EA
3913
Evolution Advisers
Virginia
$83K +$19.1K +28 +28%
EA
3914
Evergreen Advisors
Tennessee
$83K +$86.7K +127 New
LCA
3915
Legend Capital Advisors
New York
$81K +$84.7K +124 New
NL
3916
NorthAvenue LLC
Ohio
$79.9K
AIM
3917
Axiom Investment Management
New York
$77.7K +$81.3K +119 New
MTIC
3918
Missouri Trust & Investment Company
Missouri
$77.1K -$10.2K -15 -11%
VDBMI
3919
Van Den Berg Management I
Texas
$75.9K -$609K -892 -88%
BFS
3920
Burkett Financial Services
South Carolina
$73.8K +$52.6K +77 +214%
HFM
3921
Hartford Financial Management
Connecticut
$70.5K
BNA
3922
BankChampaign National Association
Illinois
$67.9K -$898K -1,315 -93%
TIM
3923
Thompson Investment Management
Wisconsin
$67.3K
BCM
3924
Blume Capital Management
California
$65.3K
OCM
3925
Osterweis Capital Management
California
$65.3K

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.