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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
SC
626
SouthState Corp
Florida
$48.6M +$2.05M +3,008 +4%
NFG
627
Nations Financial Group
Iowa
$48.3M +$672K +984 +1%
PSCM
628
Per Stirling Capital Management
Texas
$48.2M -$13.7M -20,134 -21%
AIP
629
Ameritas Investment Partners
Nebraska
$48.1M -$2.13M -3,115 -4%
CPIG
630
Chicago Partners Investment Group
Illinois
$48M +$1.29M +1,896 +3%
CWM
631
Cornerstone Wealth Management
Missouri
$47.8M -$1.42M -2,075 -3%
SHGA
632
Sand Hill Global Advisors
California
$47.6M -$1.78M -2,611 -3%
PAS
633
PKS Advisory Services
New York
$47.4M -$44.6M -65,348 -90%
GCGDR
634
Genoa Capital Gestora de Recursos
$47.4M +$45.3M +66,345 +1,058%
TPCW
635
TD Private Client Wealth
New York
$47.4M +$4.84M +7,082 +11%
BWP
636
BlueStem Wealth Partners
Minnesota
$47.2M -$1.76M -2,573 -3%
AC
637
AMS Capital
Brazil
$47.2M +$15.6M +22,888 +46%
CA
638
Cornerstone Advisory
Maryland
$47M +$1.33M +1,954 +3%
KFA
639
Kelleher Financial Advisors
New York
$46.9M +$10.3M +15,067 +25%
NCM
640
Novare Capital Management
North Carolina
$46.8M +$203K +297 +0.4%
National Bank of Canada
641
National Bank of Canada
Quebec, Canada
$46.5M +$3.49M +5,108 +8%
NPT
642
Nixon Peabody Trust
Massachusetts
$46.5M +$4.4M +6,442 +10%
NCM
643
Next Capital Management
New York
$46.1M +$522K +765 +1%
American Century Companies
644
American Century Companies
Missouri
$46M +$8.23M +12,051 +21%
C
645
Certuity
Florida
$45.9M +$3.07M +4,493 +7%
VC
646
Vestor Capital
Illinois
$45.9M +$47.5M +69,618 +11,584%
LFP
647
Lakeshore Financial Planning
Michigan
$45.8M -$8.57M -12,557 -15%
MOS
648
MGO One Seven
Ohio
$45.8M +$4.65M +6,815 +11%
AIA
649
Armor Investment Advisors
North Carolina
$45.5M +$3.95M +5,790 +9%
LWPC
650
Legacy Wealth Partners (Colorado)
Colorado
$45.3M -$7.16M -10,492 -13%

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.