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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
CWL
4076
Causey Wealth LLC
Colorado
-$218K -319 Closed
OWM
4077
OneAscent Wealth Management
Alabama
-$218K -318 Closed
SWTS
4078
Stonehaven Wealth & Tax Solutions
Wisconsin
-$217K -317 Closed
OP
4079
Oath Planning
Oklahoma
-$211K -308 Closed
BCG
4080
Bravias Capital Group
New Jersey
-$210K -306 Closed
AMG
4081
APS Management Group
California
-$208K -304 Closed
CWM
4082
Cherrydale Wealth Management
New Jersey
-$208K -304 Closed
CMP
4083
Christine Messmer PC
Pennsylvania
-$208K -304 Closed
MCM
4084
MontVue Capital Management
Virginia
-$208K -304 Closed
PA
4085
Prism Advisors
California
-$207K -302 Closed
PCMN
4086
Paradigm Capital Management (Nevada)
Nevada
-$206K -301 Closed
RF
4087
rebel Financial
Ohio
-$204K -298 Closed
CF
4088
Claris Financial
Virginia
-$203K -297 Closed
CSA
4089
Cottage Street Advisors
Massachusetts
-$204K -297 Closed
DCA
4090
DB&C Advisors
Michigan
-$204K -297 Closed
TBWA
4091
Three Bridge Wealth Advisors
California
-$203K -296 Closed
WFA
4092
Websterrogers Financial Advisors
South Carolina
-$203K -296 Closed
PWM
4093
Penobscot Wealth Management
Maine
-$201K -294 Closed
GAFA
4094
Garton & Associates Financial Advisors
Kentucky
-$129K -188 Closed
1IC
4095
1922 Investment Company
Texas
-$122K -178 Closed
AIP
4096
Alexis Investment Partners
Texas
-$114K -166 Closed
CFS
4097
Compass Financial Services
Iowa
-$113K -165 Closed
CP
4098
Camelot Portfolios
Ohio
-$111K -162 Closed
WPA
4099
Wealth Preservation Advisors
Tennessee
-$92.5K -135 Closed
MA
4100
Modus Advisors
Minnesota
-$71.2K -104 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.