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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
EA
3926
Evolution Advisers
Virginia
$83K +$19.1K +28 +28%
EA
3927
Evergreen Advisors
Tennessee
$83K +$86.7K +127 New
LCA
3928
Legend Capital Advisors
New York
$81K +$84.7K +124 New
NL
3929
NorthAvenue LLC
Ohio
$79.9K
AIM
3930
Axiom Investment Management
New York
$77.7K +$81.3K +119 New
MTIC
3931
Missouri Trust & Investment Company
Missouri
$77.1K -$10.2K -15 -11%
VDBMI
3932
Van Den Berg Management I
Texas
$75.9K -$609K -892 -88%
BFS
3933
Burkett Financial Services
South Carolina
$73.8K +$52.6K +77 +214%
HFM
3934
Hartford Financial Management
Connecticut
$70.5K
BNA
3935
BankChampaign National Association
Illinois
$67.9K -$898K -1,315 -93%
TIM
3936
Thompson Investment Management
Wisconsin
$67.3K
BCM
3937
Blume Capital Management
California
$65.3K
OCM
3938
Osterweis Capital Management
California
$65.3K
Legal & General Group
3939
Legal & General Group
United Kingdom
$65.3K -$3.41K -5 -5%
HIMS
3940
Hager Investment Management Services
New Hampshire
$64.7K
UIA
3941
Ulland Investment Advisors
Minnesota
$64K
BCPWM
3942
Bradley & Co Private Wealth Management
Florida
$62.1K
HB
3943
Horizon Bancorp
Indiana
$61K
CAM
3944
Chesapeake Asset Management
New York
$59.4K
CAM
3945
Clarity Asset Management
Iowa
$58.1K +$23.9K +35 +65%
DCM
3946
Dorato Capital Management
Colorado
$54.3K
TWM
3947
TopTier Wealth Management
Wisconsin
$52.3K +$54.6K +80 New
AP
3948
Advisortrust Partners
North Carolina
$51.7K +$53.9K +79 New
IWS
3949
Intentional Wealth Strategies
Colorado
$47.7K +$49.8K +73 New
FMP
3950
Financial Management Professionals
Texas
$45.7K +$47.8K +70 New

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.