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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
NDSIB
476
North Dakota State Investment Board
North Dakota
$73.3M -$16.3M -23,905 -18%
GC
477
Guggenheim Capital
Illinois
$72.8M -$17.1M -25,033 -18%
DWM
478
Diversify Wealth Management
Utah
$72.5M +$38.8M +56,816 +127%
State of Wisconsin Investment Board
479
State of Wisconsin Investment Board
Wisconsin
$71.7M -$33M -48,330 -31%
SMC
480
Smith, Moore & Co
Missouri
$71.5M +$930K +1,362 +1%
WFPG
481
Waller Financial Planning Group
Ohio
$71.1M +$1.95M +2,852 +3%
MB
482
MidFirst Bank
Oklahoma
$71.1M +$616K +902 +0.8%
SHJ
483
Sharkey, Howes & Javer
Colorado
$71M +$12.7M +18,597 +21%
HIG
484
Heritage Investment Group
Florida
$70.2M -$2.56M -3,743 -3%
SPIA
485
Strategic Point Investment Advisors
Rhode Island
$69.9M +$1.13M +1,653 +2%
BFPW
486
BOK Financial Private Wealth
Colorado
$69.8M -$2.26M -3,304 -3%
TGCMU
487
Titan Global Capital Management USA
New York
$69.7M +$7.83M +11,464 +12%
DWM
488
Destination Wealth Management
California
$69.5M -$4.63M -6,779 -6%
PI
489
PJT Investments
$69.4M +$46.5M +68,029 +178%
BWFA
490
Baltimore-Washington Financial Advisors
Maryland
$69.2M +$2.81M +4,114 +4%
IF
491
Ironwood Financial
Arizona
$69.2M +$188K +276 +0.3%
WIA
492
World Investment Advisors
California
$68.9M +$7.12M +10,429 +11%
VWA
493
Visionary Wealth Advisors
Illinois
$68.8M +$1.33M +1,944 +2%
ACA
494
Affinity Capital Advisors
California
$68.6M +$1.34M +1,960 +2%
TCM
495
Towercrest Capital Management
Pennsylvania
$68.3M +$3.31M +4,849 +5%
GIA
496
Gladstone Institutional Advisory
Florida
$68.2M +$13.8M +20,264 +24%
PFPG
497
Pinnacle Financial Partners (Georgia)
Georgia
$68M +$5.98M +8,753 +9%
OC
498
Oppenheimer & Co
New York
$68M -$1.08M -1,575 -1%
LNB
499
Ledyard National Bank
$67.8M -$9.1M -13,324 -11%
PP
500
Passaic Partners
New Jersey
$67.6M -$1.56M -2,287 -2%

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.