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iShares Core S&P 500 ETF

3,993 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 169 funds opening new positions, 1,778 increasing their positions, 1,525 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 125

17% more repeat investments, than reductions

Existing positions increased: 1,778 | Existing positions reduced: 1,525

0% less funds holding

Funds holding: 4,0103,993 (-17)

1.91% less ownership

Funds ownership: 78.97%77.07% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 1,2791,248 (-31)

6% less capital invested

Capital invested by funds: $587B → $552B (-$34.7B)

14% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.2B

Holders
3,993
Holders Change
-17
Holders Change %
-0.42%
% of All Funds
48.86%
Holding in Top 10
1,248
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-2.42%
% of All Funds
15.27%
New
169
Increased
1,778
Reduced
1,525
Closed
125
Calls
$1.88B
Puts
$2.2B
Net Calls
-$313M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
4051
Fortis Advisors
Pennsylvania
-$835K -1,219 Closed
GRR
4052
Golden Reserve Retirement
Ohio
-$811K -1,184 Closed
AS
4053
Akuna Securities
Illinois
-$736K -1,074 Closed
WS
4054
Wilian Securities
Minnesota
-$705K -1,029 Closed
KCM
4055
KM Capital Management
Texas
-$643K -939 Closed
CP
4056
Covenant Partners
Tennessee
-$641K -936 Closed
HFA
4057
Hershey Financial Advisers
Pennsylvania
-$582K -850 Closed
HWMO
4058
Heritage Wealth Management (Ohio)
Ohio
-$572K -834 Closed
RFG
4059
RFP Financial Group
Georgia
-$567K -828 Closed
ARC
4060
Advisor Resource Council
Texas
-$525K -754 Closed
4WM
4061
44 Wealth Management
Oregon
-$510K -744 Closed
AGM
4062
Alpine Global Management
New York
-$486K -710 Closed
CC
4063
Commons Capital
Massachusetts
-$485K -708 Closed
KFS
4064
Kurt F. Somerville
-$460K -671 Closed
FTA
4065
Financial & Tax Architects
Missouri
-$428K -625 Closed
RFM
4066
Royal Fund Management
Florida
-$412K -601 Closed
RWM
4067
Reston Wealth Management
Virginia
-$389K -568 Closed
MWM
4068
Maltin Wealth Management
New Jersey
-$380K -554 Closed
JRPIM
4069
Journey Retirement Planning & Investment Management
Idaho
-$371K -543 Closed
GCM
4070
Gunderson Capital Management
South Carolina
-$358K -522 Closed
CPA
4071
Clear Point Advisors
New York
-$323K -472 Closed
TWP
4072
Tower Wealth Partners
Pennsylvania
-$310K -452 Closed
CIM
4073
Catalyst Investment Management
New Hampshire
-$299K -437 Closed
SRL
4074
Scientech Research LLC
New Jersey
-$298K -435 Closed
BGCP
4075
Bristol Gate Capital Partners
Ontario, Canada
-$294K -429 Closed

IVV Hedge Fund Activity: Q1 2026 in Review

3,993 of the 8,172 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: 169 funds opened new IVV positions and 125 closed out — a net gain of 44 holders — while 1,778 added to existing stakes and 1,525 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.

  • 3,993 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,010 in Q4 2025.
  • Funds reported $552B of iShares Core S&P 500 ETF stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 169 funds opened new iShares Core S&P 500 ETF positions in Q1 2026 and 125 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.