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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
B
4076
Bellecapital
Switzerland
-$288K -421 Closed
RS
4077
Retirement Solution
Washington
-$281K -411 Closed
SCP
4078
Sivia Capital Partners
California
-$281K -410 Closed
W
4079
WorthPointe
California
-$275K -402 Closed
PD
4080
Planning Directions
Pennsylvania
-$267K -389 Closed
DI
4081
Disciplined Investors
Texas
-$260K -380 Closed
M1FG
4082
Mach-1 Financial Group
Arkansas
-$258K -376 Closed
SA
4083
Strategic Advocates
Utah
-$257K -373 Closed
AW
4084
Apricus Wealth
South Carolina
-$247K -360 Closed
MAM
4085
Marotta Asset Management
Virginia
-$244K -356 Closed
TSS
4086
Two Sigma Securities
New York
-$237K -346 Closed
IWA
4087
IVC Wealth Advisors
Pennsylvania
-$223K -325 Closed
CA
4088
CWC Advisors
Oregon
-$221K -322 Closed
OA
4089
Oxbow Advisors
Texas
-$220K -321 Closed
CWL
4090
Causey Wealth LLC
Colorado
-$218K -319 Closed
OWM
4091
OneAscent Wealth Management
Alabama
-$218K -318 Closed
SWTS
4092
Stonehaven Wealth & Tax Solutions
Wisconsin
-$217K -317 Closed
OP
4093
Oath Planning
Oklahoma
-$211K -308 Closed
BCG
4094
Bravias Capital Group
New Jersey
-$210K -306 Closed
AMG
4095
APS Management Group
California
-$208K -304 Closed
CWM
4096
Cherrydale Wealth Management
New Jersey
-$208K -304 Closed
CMP
4097
Christine Messmer PC
Pennsylvania
-$208K -304 Closed
MCM
4098
MontVue Capital Management
Virginia
-$208K -304 Closed
PA
4099
Prism Advisors
California
-$207K -302 Closed
PCMN
4100
Paradigm Capital Management (Nevada)
Nevada
-$206K -301 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.