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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
SP
4026
Sherman Porfolios
Idaho
-$1.5M -2,184 Closed
TDWM
4027
Topel & Distasi Wealth Management
California
-$1.43M -2,094 Closed
HP
4028
Hound Partners
New York
-$1.37M -2,000 Closed
DDC
4029
DF Dent & Co
Maryland
-$1.37M -1,998 Closed
FLII
4030
First Long Island Investors
New York
-$1.27M -1,850 Closed
IPW
4031
IronBridge Private Wealth
Texas
-$1.22M -1,825 Closed
SRIM
4032
Saratoga Research & Investment Management
California
-$1.16M -1,688 Closed
CG
4033
Corundum Group
Colorado
-$1.11M -1,618 Closed
BMM
4034
Berkshire Money Management
Massachusetts
-$1.07M -1,569 Closed
FEM
4035
Fulcrum Equity Management
Texas
-$956K -1,396 Closed
CWM
4036
Collaborative Wealth Management
Florida
-$946K -1,381 Closed
FA
4037
Fortis Advisors
Pennsylvania
-$835K -1,219 Closed
GRR
4038
Golden Reserve Retirement
Ohio
-$811K -1,184 Closed
AS
4039
Akuna Securities
Illinois
-$736K -1,074 Closed
WS
4040
Wilian Securities
Minnesota
-$705K -1,029 Closed
KCM
4041
KM Capital Management
Texas
-$643K -939 Closed
CP
4042
Covenant Partners
Tennessee
-$641K -936 Closed
HFA
4043
Hershey Financial Advisers
Pennsylvania
-$582K -850 Closed
HWMO
4044
Heritage Wealth Management (Ohio)
Ohio
-$572K -834 Closed
RFG
4045
RFP Financial Group
Georgia
-$567K -828 Closed
ARC
4046
Advisor Resource Council
Texas
-$525K -754 Closed
4WM
4047
44 Wealth Management
Oregon
-$510K -744 Closed
AGM
4048
Alpine Global Management
New York
-$486K -710 Closed
CC
4049
Commons Capital
Massachusetts
-$485K -708 Closed
KFS
4050
Kurt F. Somerville
-$460K -671 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.