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iShares Core S&P 500 ETF

3,980 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, 1,773 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: 1,773 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,980 (-21)

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
3,980
Holders Change
-21
Holders Change %
-0.52%
% of All Funds
48.94%
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
1,773
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
BWM
501
Brown Wealth Management
Illinois
$67.2M +$908K +1,329 +1%
IWM
502
IHT Wealth Management
Illinois
$67.2M +$194K +284 +0.3%
CL
503
CLG LLC
California
$67.1M -$796K -1,166 -1%
VC
504
Vicus Capital
Pennsylvania
$66.5M -$1.49M -2,181 -2%
GSWM
505
Golden State Wealth Management
California
$66.2M +$1.01M +1,476 +1%
SAM
506
Standpoint Asset Management
Arizona
$66.2M -$2.39M -3,500 -3%
MT
507
Midwest Trust
Kansas
$66.1M +$2.75M +4,027 +4%
CFIA
508
Cantor Fitzgerald Investment Advisors
New York
$66M -$915K -1,340 -1%
SHIM
509
Stone House Investment Management
Pennsylvania
$65.9M +$26.1M +38,188 +61%
CWA
510
Consilio Wealth Advisors
Washington
$65.5M -$2.74M -4,016 -4%
LWA
511
Lineweaver Wealth Advisors
Ohio
$65.5M +$1.08M +1,580 +2%
MHS
512
M Holdings Securities
Oregon
$65.4M -$2.44M -3,578 -4%
KWM
513
KMT Wealth Management
California
$65.4M +$17.1K +25 +0%
FA
514
Fiducient Advisors
Illinois
$65.2M -$10.7M -15,625 -14%
HA
515
Harfst & Associates
Wyoming
$65.1M -$2.6M -3,811 -4%
BHWM
516
Bar Harbor Wealth Management
New Hampshire
$65.1M -$3.06M -4,474 -4%
SL
517
SWMG LLC
Texas
$65M +$9.25M +13,546 +16%
GWP
518
Gateway Wealth Partners
Wisconsin
$64.7M +$54.7M +80,127 +423%
ATPW
519
Ashton Thomas Private Wealth
Arizona
$64.7M -$20.7M -30,341 -23%
MCM
520
MV Capital Management
Maryland
$64.4M -$3.31M -4,845 -5%
SIM
521
SSI Investment Management
California
$64.4M +$306K +448 +0.5%
CI
522
Conning Inc
Connecticut
$64.3M -$644K -943 -0.9%
TCM
523
Twele Capital Management
Minnesota
$64.1M +$1.64M +2,401 +3%
TWC
524
TD Waterhouse Canada
Ontario, Canada
$63.9M +$3.23M +4,730 +5%
CGA
525
Crescent Grove Advisors
Illinois
$63.9M -$1.89M -2,763 -3%

IVV Hedge Fund Activity: Q1 2026 in Review

3,980 of the 8,133 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 1,773 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.

  • 3,980 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.