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iShares Core S&P 500 ETF

4,084 hedge funds and large institutions have $705B invested in iShares Core S&P 500 ETF in 2026 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,824 increasing their positions, 1,463 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 68

104.07% more ownership

Funds ownership: 77.07%181.14% (+104%)

28% more capital invested

Capital invested by funds: $552B → $705B (+$153B)

25% more repeat investments, than reductions

Existing positions increased: 1,824 | Existing positions reduced: 1,463

5% more funds holding in top 10

Funds holding in top 10: 1,2481,306 (+58)

2% more funds holding

Funds holding: 3,9934,084 (+91)

0% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.28B

Holders
4,084
Holders Change
+91
Holders Change %
+2.28%
% of All Funds
49.36%
Holding in Top 10
1,306
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+4.65%
% of All Funds
15.78%
New
239
Increased
1,824
Reduced
1,463
Closed
68
Calls
$2.28B
Puts
$2.28B
Net Calls
-$1.15M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
551
Parkside Investments
Illinois
$72.3M +$2.28M +3,137 +3%
MCM
552
MV Capital Management
Maryland
$72.2M -$1.57M -2,162 -2%
WWA
553
WCG Wealth Advisors
Nevada
$71.2M +$33.4M +45,824 +93%
KFS
554
Kelly Financial Services
Massachusetts
$70.8M +$25.2M +34,643 +58%
CGFA
555
Colton Groome Financial Advisors
North Carolina
$70.7M +$804K +1,104 +1%
SWM
556
SigFig Wealth Management
California
$70.5M +$12.5M +17,225 +22%
SFFS
557
Stonehage Fleming Financial Services
Jersey
$70.4M +$12.1M +16,684 +22%
FFBTD
558
First Financial Bank - Trust Division
Ohio
$70.3M +$5.7M +7,821 +9%
SAG
559
SageView Advisory Group
California
$70.1M +$36.2M +49,692 +113%
EA
560
Enclave Advisors
Texas
$69.8M +$3.3M +4,530 +5%
TCM
561
Twele Capital Management
Minnesota
$69.7M -$3.64M -4,992 -5%
WA
562
Waterford Advisors
New York
$69.7M +$1.18M +1,625 +2%
KPWG
563
KFA Private Wealth Group
Virginia
$69.5M -$14.8M -20,339 -18%
JWA
564
JFS Wealth Advisors
Pennsylvania
$69.4M +$3.02M +4,153 +5%
UBS AM
565
UBS AM
Illinois
$69.3M +$1.14M +1,563 +2%
KFSC
566
Keystone Financial Services (Colorado)
Colorado
$68.8M +$26.4M +36,296 +65%
FMN
567
Financial Management Network
California
$68.8M +$1.27M +1,747 +2%
VAS
568
Vestmark Advisory Solutions
Massachusetts
$68.7M +$29.1M +39,965 +77%
SIA
569
Sovereign Investment Advisors
Arizona
$68.4M +$171K +235 +0.3%
RIM
570
Rakuten Investment Management
Japan
$68.4M -$85M -116,717 -56%
CPW
571
Crestmont Private Wealth
Texas
$68.3M -$934K -1,282 -1%
MW
572
Marble Wealth
Alabama
$68.2M +$1.47M +2,021 +2%
AFS
573
Axiom Financial Strategies
Indiana
$68.1M +$645K +886 +1%
MSA
574
Marino Stram & Associates
Massachusetts
$68M +$411K +565 +0.6%
WPW
575
Watershed Private Wealth
Illinois
$67.9M +$10.8M +14,817 +20%

IVV Hedge Fund Activity: Q2 2026 in Review

4,084 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2026, worth a combined $705B — up 28% from $552B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new IVV positions and 68 closed out — a net gain of 171 holders — while 1,824 added to existing stakes and 1,463 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $846B. The largest seller was Squarepoint, cutting an estimated $3.03B.

  • 4,084 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2026, up from 3,993 in Q1 2026.
  • Funds reported $705B of iShares Core S&P 500 ETF stock for Q2 2026, up 28% quarter-over-quarter.
  • 239 funds opened new iShares Core S&P 500 ETF positions in Q2 2026 and 68 closed out, a net change of +171 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2026 was Alaska Permanent Fund, an estimated $846B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2026 was Squarepoint, an estimated $3.03B sold.

Based on aggregated 13F filings for Q2 2026.