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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
PRA
426
Pine Ridge Advisers
New York
$88.2M +$8.88K +13 +0%
CPRC
427
Consolidated Portfolio Review Corp
New York
$88.2M +$8.88K +13 +0%
BTD
428
BankPlus Trust Department
Mississippi
$88.1M +$206K +301 +0.2%
CSWG
429
Cardinal Strategic Wealth Guidance
Kentucky
$88M +$2.49M +3,646 +3%
AI
430
Accredited Investors
Minnesota
$88M +$1.73M +2,539 +2%
CTB
431
Country Trust Bank
Illinois
$88M -$2.1M -3,070 -2%
LPAM
432
Lodestar Private Asset Management
California
$87.9M +$3.51M +5,133 +4%
AAP
433
Arax Advisory Partners
Colorado
$87.1M +$59M +86,462 +184%
SQA
434
Simon Quick Advisors
New Jersey
$86.1M -$884K -1,295 -1%
BWIA
435
Bryant Woods Investment Advisors
New York
$85M +$3.7M +5,424 +4%
BF
436
BOK Financial
Oklahoma
$85M -$21.9K -32 -0%
CA
437
Centerpoint Advisors
Massachusetts
$83.9M +$176K +258 +0.2%
BS
438
Banco Santander
Spain
$83.6M -$12.2M -17,913 -12%
NEPPG
439
New England Professional Planning Group
Rhode Island
$83.5M +$1.3M +1,903 +2%
ANB
440
Amarillo National Bank
Texas
$83.3M +$1.12M +1,640 +1%
HI
441
Hudock Inc
Pennsylvania
$83.2M +$2.46M +3,600 +3%
JF
442
JSF Financial
California
$83.1M +$1.9M +2,778 +2%
AF
443
Allworth Financial
California
$83.1M -$3.24M -4,740 -4%
WIM
444
WealthPlan Investment Management
Nebraska
$81.8M +$38.4M +56,242 +82%
SC
445
Savant Capital
Illinois
$81.5M -$5M -7,315 -6%
CIM
446
CIM Investment Management
Pennsylvania
$81.4M -$1.21M -1,770 -1%
BA
447
Bluesphere Advisors
Pennsylvania
$81.3M +$25.7M +37,641 +43%
SAI
448
Savvy Advisors Inc
New York
$81.2M -$2.96M -4,338 -3%
BWS
449
Buck Wealth Strategies
Colorado
$81M +$4.56M +6,681 +6%
HI
450
Harbour Investments
Wisconsin
$80.6M +$25.9M +37,866 +44%

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.