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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
RFP
526
Roth Financial Partners
Texas
$63.8M +$2.64M +3,860 +4%
FTS
527
Fifth Third Securities
Ohio
$63.3M +$2.76M +4,045 +4%
TIM
528
Total Investment Management
Arizona
$63.1M +$65.4M +95,766 +11,374%
SFA
529
Sequoia Financial Advisors
Ohio
$62.9M +$2.22M +3,252 +3%
CPA
530
Capital Performance Advisors
California
$62.8M +$1.37M +2,002 +2%
SW
531
SteelPeak Wealth
California
$62.8M +$24M +35,131 +58%
SCA
532
Snowden Capital Advisors
New York
$62.3M +$7.75M +11,346 +14%
ATC
533
Argent Trust Co
Tennessee
$62.2M +$7.03M +10,290 +12%
JF
534
Jump Financial
Illinois
$62M +$50.8M +74,357 +362%
HH
535
HWG Holdings
Texas
$61.8M -$50.7M -74,211 -44%
CPBTD
536
Central Pacific Bank - Trust Division
Hawaii
$61.8M +$2.68M +3,932 +4%
FMN
537
Financial Management Network
California
$61.7M -$789K -1,156 -1%
IFG
538
Independent Financial Group
California
$61.5M +$516K +756 +0.8%
PI
539
Parkside Investments
Illinois
$61M +$783K +1,146 +1%
BAM
540
Beaumont Asset Management
Texas
$61M +$3.92M +5,736 +7%
CI
541
CX Institutional
Indiana
$61M +$1.03M +1,513 +2%
CGFA
542
Colton Groome Financial Advisors
North Carolina
$61M +$1.31M +1,914 +2%
CPW
543
Crestmont Private Wealth
Texas
$60.4M -$1.14M -1,676 -2%
BOS
544
Bank of Stockton
California
$59.6M -$2.73M -3,998 -4%
SIA
545
Sovereign Investment Advisors
Arizona
$59.5M +$358K +525 +0.6%
UBS AM
546
UBS AM
Illinois
$59.5M +$52.6M +77,019 +549%
BFA
547
Beaumont Financial Advisors
Massachusetts
$59.4M +$111K +162 +0.2%
MHC
548
May Hill Capital
Massachusetts
$59.3M +$3.53M +5,170 +6%
RL
549
Rogco LP
Oklahoma
$59.3M -$416K -609 -0.7%
KIM
550
Karpus Investment Management
New York
$59.3M -$10.3M -15,078 -14%

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.