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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
CIA
376
Concurrent Investment Advisors
Florida
$105M +$9.38M +13,731 +9%
FCBT
377
First Citizens Bank & Trust
North Carolina
$105M -$1.02M -1,501 -0.9%
FCFC
378
First Commonwealth Financial Corp
Pennsylvania
$105M +$638K +935 +0.6%
Janus Henderson Group
379
Janus Henderson Group
United Kingdom
$105M -$15.2M -22,226 -12%
MWM
380
Modern Wealth Management
Kansas
$104M +$4.2M +6,154 +4%
SG
381
StoneX Group
New York
$103M -$23.6M -34,585 -18%
AFS
382
Amtrust Financial Services
New York
$103M +$5.26M +7,700 +5%
TWG
383
The Wealth Group
Minnesota
$102M -$1.03M -1,513 -1%
CA
384
Cambridge Associates
Massachusetts
$102M +$24.5M +35,869 +30%
PWM
385
Proathlete Wealth Management
Florida
$102M +$2.72M +3,987 +3%
II
386
Ironclad Investments
Florida
$101M
WSFS
387
Wilmington Savings Fund Society
Delaware
$101M +$2.09M +3,060 +2%
AG
388
AlTi Global
New York
$101M -$17.4M -25,478 -15%
ONB
389
Old National Bancorp
Indiana
$101M -$376K -551 -0.4%
PP
390
PDS Planning
Ohio
$100M +$2.38M +3,491 +2%
3AM
391
3EDGE Asset Management
Florida
$100M +$3.85M +5,631 +4%
Chevy Chase Trust
392
Chevy Chase Trust
Maryland
$99.9M +$26M +38,046 +33%
UW
393
Unique Wealth
Florida
$99.5M +$4.53M +6,630 +5%
SAM
394
Satovsky Asset Management
New York
$99M -$1.23M -1,797 -1%
Victory Capital Management
395
Victory Capital Management
Texas
$97.4M -$48.7M -71,359 -32%
OBWG
396
Onyx Bridge Wealth Group
New York
$97.3M -$9.93M -14,537 -9%
RFA
397
RTD Financial Advisors
Pennsylvania
$97.3M +$4.2M +6,156 +4%
GFG
398
GR Financial Group
Arizona
$97M -$213M -312,092 -68%
FNBOO
399
First National Bank of Omaha
Nebraska
$96.5M +$2.68M +3,926 +3%
ACM
400
Arcataur Capital Management
Wisconsin
$96.4M +$3.95M +5,785 +4%

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.