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iShares Core S&P 500 ETF

3,979 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, 1,772 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

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
3,979
Holders Change
-22
Holders Change %
-0.55%
% of All Funds
48.93%
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
1,772
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
SR
3951
Swiss Re
Switzerland
$29.4K -$1.52B -2,222,386 -100%
GI
3952
GS Investments
Minnesota
$28.7K
TVWM
3953
Tower View Wealth Management
Wisconsin
$28.7K
PAIM
3954
Punch & Associates Investment Management
Minnesota
$27.4K +$9.56K +14 +50%
JAWA
3955
John A. Wolfe & Associates
Michigan
$27.4K +$28.7K +42 New
PUI
3956
Purpose Unlimited Inc
$25.5K +$26.6K +39 New
NL
3957
NVWM LLC
Pennsylvania
$24.8K -$9.56K -14 -27%
B
3958
Birchbrook
Maine
$24.8K -$1.37K -2 -5%
MAM
3959
Marquette Asset Management
Minnesota
$24.2K -$6.83K -10 -21%
MSWA
3960
Marshall & Sterling Wealth Advisors
New York
$24.2K
GTAM
3961
Global Trust Asset Management
Florida
$23.3K
EF
3962
Entrust Financial
Pennsylvania
$21.6K
SC
3963
Sawyer & Company
Massachusetts
$20.9K
DSC
3964
Daytona Street Capital
Missouri
$19.8K
EWP
3965
Elevation Wealth Partners
California
$19.6K -$21.9K -32 -52%
W
3966
WealthCollab
Washington
$15.7K
DFC
3967
DB Fitzpatrick & Co
Idaho
$15.7K
MCA
3968
McGuire Capital Advisors
Oklahoma
$15K
LAMC
3969
Longview Asset Management (California)
California
$14.4K
OCM
3970
Osbon Capital Management
Massachusetts
$14.4K
AAG
3971
Accordant Advisory Group
Maryland
$14.4K +$15K +22 New
API
3972
Asset Planning Inc
California
$14.3K
IAAG
3973
Innovative Asset Advisors Group
Connecticut
$12.4K +$13K +19 New
IW
3974
Imprint Wealth
South Carolina
$10.5K
NWS
3975
Nvest Wealth Strategies
Ohio
$9.14K

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 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.

  • 3,979 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.