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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
RF
4101
rebel Financial
Ohio
-$204K -298 Closed
CF
4102
Claris Financial
Virginia
-$203K -297 Closed
CSA
4103
Cottage Street Advisors
Massachusetts
-$204K -297 Closed
DCA
4104
DB&C Advisors
Michigan
-$204K -297 Closed
TBWA
4105
Three Bridge Wealth Advisors
California
-$203K -296 Closed
WFA
4106
Websterrogers Financial Advisors
South Carolina
-$203K -296 Closed
PWM
4107
Penobscot Wealth Management
Maine
-$201K -294 Closed
GAFA
4108
Garton & Associates Financial Advisors
Kentucky
-$129K -188 Closed
1IC
4109
1922 Investment Company
Texas
-$122K -178 Closed
AIP
4110
Alexis Investment Partners
Texas
-$114K -166 Closed
CFS
4111
Compass Financial Services
Iowa
-$113K -165 Closed
CP
4112
Camelot Portfolios
Ohio
-$111K -162 Closed
WPA
4113
Wealth Preservation Advisors
Tennessee
-$92.5K -135 Closed
MA
4114
Modus Advisors
Minnesota
-$71.2K -104 Closed
IWM
4115
Inlight Wealth Management
Georgia
-$66.4K -97 Closed
OAJ
4116
Ogorek Anthony Joseph
New York
-$64.2K -94 Closed
EWA
4117
EQ Wealth Advisors
Texas
-$55.5K -81 Closed
NSG
4118
Nalls Sherbakoff Group
Tennessee
-$53.4K -78 Closed
EPG
4119
Estate Planners Group
Pennsylvania
-$38.2K -56 Closed
PCM
4120
Palouse Capital Management
Washington
-$38.4K -56 Closed
GAMC
4121
Garner Asset Management Corp
Texas
-$22.6K -33 Closed
TPBG
4122
Turning Point Benefit Group
Maryland
-$17.8K -26 Closed
BGWM
4123
Bridge Generations Wealth Management
Florida
-$15.1K -22 Closed
TRCT
4124
Tower Research Capital (TRC)
New York
-$1.37K -2 Closed
CA
4125
Cresta Advisors
Texas
-$685 -1 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.