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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
FTA
4051
Financial & Tax Architects
Missouri
-$428K -625 Closed
RFM
4052
Royal Fund Management
Florida
-$412K -601 Closed
RWM
4053
Reston Wealth Management
Virginia
-$389K -568 Closed
MWM
4054
Maltin Wealth Management
New Jersey
-$380K -554 Closed
JRPIM
4055
Journey Retirement Planning & Investment Management
Idaho
-$371K -543 Closed
GCM
4056
Gunderson Capital Management
South Carolina
-$358K -522 Closed
CPA
4057
Clear Point Advisors
New York
-$323K -472 Closed
TWP
4058
Tower Wealth Partners
Pennsylvania
-$310K -452 Closed
CIM
4059
Catalyst Investment Management
New Hampshire
-$299K -437 Closed
SRL
4060
Scientech Research LLC
New Jersey
-$298K -435 Closed
BGCP
4061
Bristol Gate Capital Partners
Ontario, Canada
-$294K -429 Closed
B
4062
Bellecapital
Switzerland
-$288K -421 Closed
RS
4063
Retirement Solution
Washington
-$281K -411 Closed
SCP
4064
Sivia Capital Partners
California
-$281K -410 Closed
W
4065
WorthPointe
California
-$275K -402 Closed
PD
4066
Planning Directions
Pennsylvania
-$267K -389 Closed
DI
4067
Disciplined Investors
Texas
-$260K -380 Closed
M1FG
4068
Mach-1 Financial Group
Arkansas
-$258K -376 Closed
SA
4069
Strategic Advocates
Utah
-$257K -373 Closed
AW
4070
Apricus Wealth
South Carolina
-$247K -360 Closed
MAM
4071
Marotta Asset Management
Virginia
-$244K -356 Closed
TSS
4072
Two Sigma Securities
New York
-$237K -346 Closed
IWA
4073
IVC Wealth Advisors
Pennsylvania
-$223K -325 Closed
CA
4074
CWC Advisors
Oregon
-$221K -322 Closed
OA
4075
Oxbow Advisors
Texas
-$220K -321 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.