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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
Legal & General Group
3926
Legal & General Group
United Kingdom
$65.3K -$3.41K -5 -5%
HIMS
3927
Hager Investment Management Services
New Hampshire
$64.7K
UIA
3928
Ulland Investment Advisors
Minnesota
$64K
BCPWM
3929
Bradley & Co Private Wealth Management
Florida
$62.1K
HB
3930
Horizon Bancorp
Indiana
$61K
CAM
3931
Chesapeake Asset Management
New York
$59.4K
CAM
3932
Clarity Asset Management
Iowa
$58.1K +$23.9K +35 +65%
DCM
3933
Dorato Capital Management
Colorado
$54.3K
TWM
3934
TopTier Wealth Management
Wisconsin
$52.3K +$54.6K +80 New
AP
3935
Advisortrust Partners
North Carolina
$51.7K +$53.9K +79 New
IWS
3936
Intentional Wealth Strategies
Colorado
$47.7K +$49.8K +73 New
FMP
3937
Financial Management Professionals
Texas
$45.7K +$47.8K +70 New
ZC
3938
Zeit Capital
Colorado
$45.7K +$47.8K +70 New
DWS
3939
Dynamic Wealth Strategies
California
$43.8K
DSC
3940
Duncker Streett & Co
Missouri
$43.1K +$2.05K +3 +5%
PB
3941
Prosperity Bancshares
Texas
$41.8K
PSFG
3942
Park Square Financial Group
Georgia
$39.2K -$11.6K -17 -22%
YAL
3943
Your Advocates Ltd
Texas
$38.9K -$53.9K -79 -55%
EAM
3944
Eukles Asset Management
Ohio
$38.5K
SN
3945
Sittner & Nelson
Oregon
$35.9K
KSB
3946
Kennebec Savings Bank
Maine
$35.3K
CVM
3947
Cheviot Value Management
California
$34.6K
CPL
3948
Capital & Planning LLC
Georgia
$34K +$35.5K +52 New
KC
3949
Knuff & Co
California
$32.7K -$30.7K -45 -47%
PK
3950
Pflug Koory
Nebraska
$31.4K

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.