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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
FPGK
451
Financial Partners Group (Kansas)
Kansas
$80.4M +$1.46M +2,139 +2%
WDL
452
Well Done LLC
Michigan
$79.9M +$2.9M +4,253 +4%
MWA
453
Meridian Wealth Advisors
Texas
$79.8M +$2.95M +4,315 +4%
MFS
454
McNamara Financial Services
Massachusetts
$79.6M -$197K -289 -0.2%
Natixis Advisors
455
Natixis Advisors
Massachusetts
$78.5M +$10.8M +15,860 +15%
CFC
456
Coyle Financial Counsel
Illinois
$78.1M +$4.3M +6,301 +6%
BOC
457
Bull Oak Capital
California
$77.8M +$6.82M +9,981 +9%
KPWS
458
Kestra Private Wealth Services
Texas
$77.4M +$8.68M +12,714 +12%
MWM
459
Mascoma Wealth Management
New Hampshire
$77.4M +$1.28M +1,871 +2%
CIM
460
CenturyLink Investment Management
Colorado
$77.1M -$16M -23,375 -17%
Deutsche Bank
461
Deutsche Bank
Germany
$76.8M -$320K -468 -0.4%
SG Americas Securities
462
SG Americas Securities
New York
$76.7M +$42M +61,521 +110%
BL
463
Balentine LLC
Georgia
$76.5M -$3.51M -5,134 -4%
CC
464
Courier Capital
New York
$76.3M -$2.41M -3,535 -3%
HWM
465
HighMark Wealth Management
Minnesota
$76.2M +$4.54M +6,646 +6%
SCM
466
SCS Capital Management
Massachusetts
$76.1M -$1.26M -1,849 -2%
VCM
467
Vision Capital Management
Oregon
$75.8M +$761K +1,114 +1%
WA
468
Wealth Architects
California
$75.6M +$316K +463 +0.4%
FPAS
469
Focus Partners Advisor Solutions
Missouri
$75.5M +$50.7M +74,241 +180%
FG
470
Foster Group
Iowa
$74.5M +$14.6M +21,367 +23%
NWP
471
NerdWallet Wealth Partners
New York
$74.4M +$3.32M +4,862 +4%
WBG
472
Wharton Business Group
Pennsylvania
$74.1M -$185K -271 -0.2%
KPWG
473
KFA Private Wealth Group
Virginia
$73.9M +$1.01M +1,484 +1%
FFN
474
Focus Financial Network
Minnesota
$73.8M +$4.52M +6,618 +6%
BWA
475
Beam Wealth Advisors
Louisiana
$73.4M +$4.54M +6,655 +6%

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.