We are live on ! Find out more
IVV icon

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, 1,462 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: 1,462

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
1,462
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
Legacy Financial Group (Iowa)
651
Legacy Financial Group (Iowa)
Iowa
$55.9M +$24.4M +33,458 +81%
C
652
Certuity
Florida
$55.5M +$2.82M +3,873 +5%
SFMG
653
Sage Financial Management Group
Virginia
$55.2M -$719K -987 -1%
CA
654
Cornerstone Advisory
Maryland
$55.1M +$1.15M +1,580 +2%
TF
655
Trek Financial
Arizona
$55M +$21.8M +29,950 +69%
WWM
656
Waterway Wealth Management
Texas
$54.9M +$1.23M +1,694 +1%
SW
657
Simplicity Wealth
New Jersey
$54.9M +$15M +20,551 +39%
NOI
658
Newton One Investments
Delaware
$54.7M -$1.65M -2,264 -3%
TPCW
659
TD Private Client Wealth
New York
$54.7M +$324K +445 +0.6%
PGA
660
Portland Global Advisors
Maine
$54.5M +$2.64M +3,629 +5%
SIM
661
Stratos Investment Management
Ohio
$54.4M -$3.37M -4,633 -6%
NCM
662
Next Capital Management
New York
$54.3M +$1.36M +1,867 +3%
PSCM
663
Per Stirling Capital Management
Texas
$54.2M -$1.12M -1,544 -2%
CNBOF
664
City National Bank of Florida
Florida
$54M +$4.55M +6,251 +9%
CWM
665
Cornerstone Wealth Management
Missouri
$53.9M -$856K -1,176 -2%
SWA
666
Serenus Wealth Advisors
California
$53.9M -$2.36M -3,235 -4%
WP
667
WealthShield Partners
North Carolina
$53.5M +$12.7M +17,447 +32%
AWM
668
Avior Wealth Management
Nebraska
$53.4M -$11.3M -15,474 -18%
CQWA
669
Chokshi & Queen Wealth Advisors
California
$53.3M +$1.62M +2,226 +3%
SFG
670
Snider Financial Group
Washington
$53.2M +$4.04M +5,552 +8%
AIA
671
Armor Investment Advisors
North Carolina
$53M +$875K +1,201 +2%
CWG
672
Cornerstone Wealth Group
North Carolina
$52.9M -$1.3M -1,783 -2%
BWP
673
BlueStem Wealth Partners
Minnesota
$52.8M -$1.33M -1,824 -3%
RA
674
Rational Advisors
New York
$52.3M +$12.4M +17,096 +32%
SCM
675
Spreng Capital Management
Ohio
$51.9M +$383K +526 +0.8%

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 1,462 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.