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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
WAG
3976
Wilkerson Advisory Group
Missouri
$9.14K +$9.56K +14 New
WPWM
3977
Western Pacific Wealth Management
Illinois
$8.82K +$683 +1 +8%
FMTCOCP
3978
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$277K -405 -98%
VFM
3979
Vision Financial Markets
Connecticut
$6.63K
WFA
3980
West Financial Advisors
Iowa
$6.53K
KWM
3981
Kiker Wealth Management
Georgia
$5.23K +$5.46K +8 New
SAS
3982
Spurstone Advisory Services
Connecticut
$3.92K
LA
3983
LM Advisors
California
$2.74K -$59.4K -87 -5%
BCWM
3984
Ball & Co Wealth Management
Tennessee
$2K
DRP
3985
Decker Retirement Planning
Utah
$1.32K -$27.3K -40 -95%
CCC
3986
Chelsea Counsel Company
California
$654
BCM
3987
BlueCrest Capital Management
Jersey
-$1.52B -2,222,669 Closed
JG
3988
Jain Global
New York
-$1.15B -1,685,361 Closed
Balyasny Asset Management
3989
Balyasny Asset Management
Illinois
-$1.13B -1,653,813 Closed
WP
3990
Woodline Partners
California
-$1.01B -1,467,676 Closed
D.E. Shaw & Co
3991
D.E. Shaw & Co
New York
-$805M -1,175,000 Closed
AMH
3992
Apollo Management Holdings
New York
-$378M -551,725 Closed
SC
3993
SummitTX Capital
Texas
-$295M -430,000 Closed
GAM
3994
Goldentree Asset Management
New York
-$258M -376,000 Closed
RAM
3995
Readystate Asset Management
Illinois
-$253M -369,000 Closed
PPFA
3996
Provida Pension Fund Administrator
Chile
-$251M -366,031 Closed
BHCM
3997
Brevan Howard Capital Management
Jersey
-$112M -162,970 Closed
ECM
3998
ExodusPoint Capital Management
New York
-$103M -150,000 Closed
JWCA
3999
J.W. Cole Advisors
Florida
-$47.1M -116,022 Closed
2P
4000
26North Partners
New York
-$70.9M -103,499 Closed

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.