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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
GLA
401
Great Lakes Advisors
Illinois
$96.4M +$3.13M +4,591 +3%
Betterment LLC
402
Betterment LLC
New York
$95.9M +$3.4M +4,977 +4%
ABTD
403
Arvest Bank Trust Division
Oklahoma
$95.3M -$3.86M -5,660 -4%
TIM
404
Tortoise Investment Management
New York
$94.9M -$1.16M -1,703 -1%
TC
405
Trilogy Capital
California
$94.4M +$8.49M +12,438 +9%
AFG
406
Atomi Financial Group
New York
$94.4M +$3.58M +5,248 +4%
PWAM
407
Private Wealth Asset Management
Iowa
$94.3M +$1.38M +2,015 +1%
AC
408
Asio Capital
Kentucky
$93.7M +$10.1M +14,852 +12%
AF
409
Advisornet Financial
Minnesota
$93.7M +$5.72M +8,373 +6%
GSAM
410
Grant Street Asset Management
Pennsylvania
$93.5M +$1.42M +2,083 +1%
PA
411
Pinnacle Associates
New York
$93.4M +$1.58M +2,320 +2%
RDFA
412
Ritter Daniher Financial Advisory
Ohio
$92.6M -$158K -232 -0.2%
IAN
413
Integrated Advisors Network
Texas
$92.5M -$22.7M -33,232 -19%
BAAM
414
Baker Avenue Asset Management
California
$92.5M +$1.71M +2,507 +2%
CL
415
Choreo LLC
Illinois
$91.3M +$2.22M +3,255 +2%
CRC
416
Curi RMB Capital
Illinois
$91.1M +$3.15M +4,617 +3%
P3I
417
Progeny 3 Inc
Washington
$90.8M
CIBC World Market
418
CIBC World Market
Ontario, Canada
$90.8M +$11.4M +16,644 +14%
SAM
419
Smartleaf Asset Management
Massachusetts
$90.3M +$11.2M +16,408 +13%
PWA
420
Physician Wealth Advisors
Utah
$90.3M +$1.24M +1,822 +1%
CF
421
Cantor Fitzgerald
New York
$89.8M +$93.9M +137,522 New
APCM
422
Alaska Permanent Capital Management
Alaska
$88.9M +$21.2M +31,072 +30%
GPW
423
Gray Private Wealth
Massachusetts
$88.8M -$591K -865 -0.6%
TA
424
Tectonic Advisors
Texas
$88.8M +$1.56M +2,284 +2%
RIA
425
Regal Investment Advisors
Michigan
$88.4M +$7.55M +11,052 +9%

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.