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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
HCMT
651
Highland Capital Management (Tennessee)
Tennessee
$45.2M -$15.1M -22,144 -24%
SAM
652
Silvercrest Asset Management
New York
$45.2M -$1.85M -2,710 -4%
MA
653
MCF Advisors
Kentucky
$45.2M -$175K -256 -0.4%
KI
654
Kapitalo Investimentos
Brazil
$45.2M +$47.3M +69,214 New
1WM
655
1900 Wealth Management
Texas
$45.2M +$158K +232 +0.3%
PGA
656
Portland Global Advisors
Maine
$45.2M +$2.17M +3,171 +5%
GI
657
GAMCO Investors
Connecticut
$45.1M -$97K -142 -0.2%
AFP
658
Alpha Financial Partners
Kentucky
$45M +$293K +429 +0.6%
B
659
Bailard
California
$45M -$646K -946 -1%
CQWA
660
Chokshi & Queen Wealth Advisors
California
$45M +$726K +1,063 +2%
SCM
661
Spreng Capital Management
Ohio
$44.9M -$3.05M -4,473 -6%
PVAMC
662
PPS&V Asset Management Consultants
Michigan
$44.9M -$701K -1,026 -1%
CW
663
CreativeOne Wealth
Kansas
$44.8M +$2.49M +3,640 +6%
First Manhattan
664
First Manhattan
New York
$44.7M +$19.3M +28,231 +70%
LWM
665
Latko Wealth Management
Illinois
$44.7M -$974K -1,427 -2%
CWP
666
Corepath Wealth Partners
Arizona
$44.4M -$391K -572 -0.9%
SFP
667
Shepherd Financial Partners
Massachusetts
$44.3M +$14.7M +21,584 +47%
IIA
668
Integrity Investment Advisors
Colorado
$44.2M +$1.39M +2,030 +3%
CP
669
Capital Planning
Washington
$44.2M +$603K +883 +1%
WAP
670
Wealthcare Advisory Partners
Pennsylvania
$43.9M +$196K +287 +0.4%
NWM
671
Nolet Wealth Management
Texas
$43.3M +$3.69M +5,402 +9%
USCWA
672
U.S. Capital Wealth Advisors
Texas
$43.1M +$1.71M +2,507 +4%
SFA
673
Salus Financial Advisors
Colorado
$43.1M +$531K +778 +1%
CNBOF
674
City National Bank of Florida
Florida
$43M +$5.44M +7,962 +14%
PIAS
675
PCA Investment Advisory Services
Ohio
$43M +$1.66M +2,429 +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.