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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
ZC
3951
Zeit Capital
Colorado
$45.7K +$47.8K +70 New
DWS
3952
Dynamic Wealth Strategies
California
$43.8K
DSC
3953
Duncker Streett & Co
Missouri
$43.1K +$2.05K +3 +5%
PB
3954
Prosperity Bancshares
Texas
$41.8K
PSFG
3955
Park Square Financial Group
Georgia
$39.2K -$11.6K -17 -22%
YAL
3956
Your Advocates Ltd
Texas
$38.9K -$53.9K -79 -55%
EAM
3957
Eukles Asset Management
Ohio
$38.5K
SN
3958
Sittner & Nelson
Oregon
$35.9K
KSB
3959
Kennebec Savings Bank
Maine
$35.3K
CVM
3960
Cheviot Value Management
California
$34.6K
CPL
3961
Capital & Planning LLC
Georgia
$34K +$35.5K +52 New
KC
3962
Knuff & Co
California
$32.7K -$30.7K -45 -47%
PK
3963
Pflug Koory
Nebraska
$31.4K
RS
3964
Rakuten Securities
Japan
$30K -$33.5K -49 -52%
SR
3965
Swiss Re
Switzerland
$29.4K -$1.52B -2,222,386 -100%
GI
3966
GS Investments
Minnesota
$28.7K
TVWM
3967
Tower View Wealth Management
Wisconsin
$28.7K
PAIM
3968
Punch & Associates Investment Management
Minnesota
$27.4K +$9.56K +14 +50%
JAWA
3969
John A. Wolfe & Associates
Michigan
$27.4K +$28.7K +42 New
PUI
3970
Purpose Unlimited Inc
$25.5K +$26.6K +39 New
NL
3971
NVWM LLC
Pennsylvania
$24.8K -$9.56K -14 -27%
B
3972
Birchbrook
Maine
$24.8K -$1.37K -2 -5%
MAM
3973
Marquette Asset Management
Minnesota
$24.2K -$6.83K -10 -21%
MSWA
3974
Marshall & Sterling Wealth Advisors
New York
$24.2K
GTAM
3975
Global Trust Asset Management
Florida
$23.3K

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.