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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
HPM
601
Hoxton Planning & Management
West Virginia
$63.2M +$5.69M +7,814 +10%
WAAG
602
Wealth Alliance Advisory Group
Kansas
$63.1M -$135K -185 -0.2%
HNW
603
High Note Wealth
Minnesota
$63M +$1.09M +1,494 +2%
PFS
604
Prospera Financial Services
Texas
$62.8M +$2.72M +3,737 +5%
ST
605
Smithfield Trust
Pennsylvania
$62.7M -$685K -940 -1%
WA
606
Wealth Alliance
New York
$62.5M +$15.1M +20,701 +33%
WBG
607
Wharton Business Group
Pennsylvania
$62.5M -$21.9M -30,055 -26%
GWM
608
GoalFusion Wealth Management
Texas
$62.3M +$662K +909 +1%
CWM
609
Cranbrook Wealth Management
Michigan
$62.2M -$643K -883 -1%
LWPC
610
Legacy Wealth Partners (Colorado)
Colorado
$62.2M +$9.98M +13,708 +20%
KA
611
Kovack Advisors
Florida
$62M -$1.54M -2,114 -2%
BWM
612
BankPlus Wealth Management
Mississippi
$61.5M +$829K +1,139 +1%
BOCM
613
Bontempo Ohly Capital Management
Maryland
$61.5M +$92.5K +127 +0.2%
OAP
614
One Advisory Partners
Kansas
$61.4M +$22.3M +30,658 +60%
PIM
615
Parker Investment Management
California
$61.4M -$71.7M -98,464 -55%
PGFC
616
Peapack-Gladstone Financial Corp
New Jersey
$61.4M +$3.83M +5,262 +7%
GPA
617
Guidance Point Advisors
Massachusetts
$61.3M -$613K -842 -1%
AAM
618
Ackerman Asset Management
Maryland
$61.1M -$31.3K -43 -0.1%
AWM
619
AAF Wealth Management
Massachusetts
$60.9M -$3.7M -5,085 -6%
DAS
620
Daybright Advisory Services
Florida
$60.8M -$361K -496 -0.6%
OCA
621
OpenArc Corporate Advisory
Georgia
$60.7M +$26.2M +35,929 +80%
GWMR
622
GC Wealth Management RIA
Massachusetts
$60.7M +$16.1M +22,076 +37%
EWM
623
Evercore Wealth Management
New York
$60.5M +$574K +788 +1%
I
624
INVST
Indiana
$60.4M +$35M +48,077 +147%
LFP
625
Lakeshore Financial Planning
Michigan
$60.4M +$7.65M +10,500 +15%

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.