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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
MSA
551
Marino Stram & Associates
Massachusetts
$58.9M +$1.47M +2,148 +2%
CWA
552
CM Wealth Advisors
Ohio
$58.8M +$34.6M +50,629 +128%
AFS
553
Axiom Financial Strategies
Indiana
$58.8M +$17.9M +26,208 +41%
OFG
554
Oxford Financial Group
Indiana
$58.4M -$1.82M -2,661 -3%
MYIA
555
Mount Yale Investment Advisors
Colorado
$58.2M +$50.7M +74,313 +503%
MW
556
Marble Wealth
Alabama
$58.1M -$160K -234 -0.3%
WA
557
Waterford Advisors
New York
$58.1M +$1.61M +2,365 +3%
EA
558
Enclave Advisors
Texas
$58M +$1.26M +1,842 +2%
JWA
559
JFS Wealth Advisors
Pennsylvania
$57.9M +$4.36M +6,390 +8%
Citigroup
560
Citigroup
New York
$57.5M +$2.08M +3,048 +4%
CPSAC
561
Chas P. Smith & Associates (CPS)
Florida
$57.4M +$5.41M +7,921 +10%
AA
562
Ancora Advisors
Ohio
$57.2M -$2.61M -3,822 -4%
Rafferty Asset Management
563
Rafferty Asset Management
New York
$57.2M
SFS
564
Sowell Financial Services
Arkansas
$57.1M -$3.55M -5,202 -6%
BSSFA
565
Baron Silver Stevens Financial Advisors
Florida
$57M +$287K +420 +0.5%
AWM
566
Avior Wealth Management
Nebraska
$56.7M -$3.39M -4,961 -5%
AWM
567
AAF Wealth Management
Massachusetts
$56.4M +$590K +864 +1%
FFBTD
568
First Financial Bank - Trust Division
Ohio
$56.2M +$4.13M +6,047 +8%
VT
569
Vise Technologies
New York
$56M
BWP
570
Bernardo Wealth Planning
Pennsylvania
$55.8M +$24.6K +36 +0%
KA
571
Kovack Advisors
Florida
$55.7M -$2.88M -4,213 -5%
CTA
572
Colonial Trust Advisors
South Carolina
$55.7M +$915K +1,340 +2%
SRC
573
Shufro Rose & Co
New York
$55.7M +$6.19M +9,070 +12%
GSWM
574
Greenup Street Wealth Management
Michigan
$55.5M +$346K +506 +0.6%
MWC
575
MKD Wealth Coaches
Michigan
$55.5M +$2.32M +3,402 +4%

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.