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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
SMFG
4001
Sumitomo Mitsui Financial Group
Japan
-$71.1M -103,000 Closed
CMF
4002
Counterpoint Mutual Funds
California
-$57.8M -84,341 Closed
UE
4003
Unisphere Establishment
Liechtenstein
-$34.2M -50,000 Closed
DAS
4004
Diversify Advisory Services
Utah
-$29.7M -42,774 Closed
ETC
4005
Exchange Traded Concepts
Oklahoma
-$26.3M -38,342 Closed
CIP
4006
Capital Insight Partners
Arizona
-$23.7M -34,660 Closed
Renaissance Technologies
4007
Renaissance Technologies
New York
-$23.6M -34,420 Closed
IMC Chicago
4008
IMC Chicago
Illinois
-$21M -30,647 Closed
FLC
4009
Fifth Lane Capital
Texas
-$18.8M -27,500 Closed
SCM
4010
SOL Capital Management
Maryland
-$11M -16,009 Closed
Polen Capital Management
4011
Polen Capital Management
Florida
-$9.36M -13,669 Closed
BFA
4012
Blueprint Financial Advisors
North Carolina
-$8.53M -12,449 Closed
GCA
4013
Gallagher Capital Advisors
Texas
-$6.94M -10,125 Closed
VIP
4014
Value Investment Professionals
New York
-$3.07M -10,084 Closed
MSAGDF
4015
Moneda SA Administradora General de Fondos
Chile
-$6.49M -9,480 Closed
ECA
4016
Elevation Capital Advisory
Oregon
-$5.75M -8,391 Closed
CAS
4017
Coppell Advisory Solutions
Texas
-$5.67M -8,212 Closed
HT
4018
Headlands Technologies
Illinois
-$4.75M -6,932 Closed
OC
4019
Opal Capital
Florida
-$4.66M -6,688 Closed
XT
4020
XTX Topco
Cayman Islands
-$3.91M -5,709 Closed
HOWA
4021
Heritage Oak Wealth Advisors
Florida
-$2.88M -4,208 Closed
OCM
4022
Orleans Capital Management
Louisiana
-$2.34M -3,420 Closed
FMI
4023
Fiduciary Management Inc
Wisconsin
-$2.22M -3,246 Closed
Qube Research & Technologies (QRT)
4024
Qube Research & Technologies (QRT)
United Kingdom
-$2.07M -3,018 Closed
TL
4025
Tradewinds LLC
North Carolina
-$1.69M -2,467 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.