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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
SIRP
601
Shelter Insurance Retirement Plan
Missouri
$52.3M
HR
602
Howe & Rusling
New York
$52.3M -$742K -1,087 -1%
EWM
603
Evercore Wealth Management
New York
$52.2M +$909K +1,331 +2%
ICMARC
604
International City Management Association Retirement Corp
District of Columbia
$52.1M
CWG
605
Cornerstone Wealth Group
North Carolina
$51.2M -$836K -1,225 -2%
WWM
606
Waterway Wealth Management
Texas
$51.2M -$2.32M -3,404 -2%
RA
607
Riverstone Advisors
Texas
$51.1M -$4.17M -6,104 -7%
SIA
608
SkyView Investment Advisors
New Jersey
$51.1M +$12.3K +18 +0%
CWWM
609
Clear Wave Wealth Management
New Jersey
$50.8M +$53.1M +77,825 New
SWM
610
SigFig Wealth Management
California
$50.6M +$6.14M +8,997 +13%
SFFS
611
Stonehage Fleming Financial Services
Jersey
$50.5M +$30.7M +44,938 +139%
SIM
612
Stratos Investment Management
Ohio
$50.5M +$408K +598 +0.8%
MG
613
Mather Group
Illinois
$50.4M +$3.7M +5,422 +8%
PGFC
614
Peapack-Gladstone Financial Corp
New Jersey
$50.1M +$1.51M +2,207 +3%
HPM
615
Hoxton Planning & Management
West Virginia
$50M +$1.96M +2,870 +4%
FFA
616
Fi3 Financial Advisors
Indiana
$50M +$6.04M +8,844 +13%
AWA
617
Acumen Wealth Advisors
Tennessee
$49.9M +$2.7M +3,955 +5%
SCA
618
Stonebridge Capital Advisors
Minnesota
$49.8M +$454K +665 +0.9%
NWA
619
New World Advisors
Massachusetts
$49.7M -$7.85M -11,498 -13%
WPW
620
Watershed Private Wealth
Illinois
$49.6M +$5.96M +8,733 +13%
NOI
621
Newton One Investments
Delaware
$49.2M -$765K -1,121 -1%
SWA
622
Serenus Wealth Advisors
California
$49.2M -$2.32M -3,402 -4%
WFAG
623
Wescott Financial Advisory Group
Pennsylvania
$49.1M +$2.9M +4,254 +6%
RhumbLine Advisers
624
RhumbLine Advisers
Massachusetts
$48.8M -$2.43M -3,553 -5%
SFMG
625
Sage Financial Management Group
Virginia
$48.8M -$387K -567 -0.8%

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.