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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
AFG
676
Arkansas Financial Group
Arkansas
$43M +$1.25M +1,835 +3%
SFG
677
Snider Financial Group
Washington
$42.8M +$1.98M +2,902 +5%
IWMA
678
Ironwood Wealth Management (Arizona)
Arizona
$42.6M +$3.07M +4,496 +7%
WTB
679
Washington Trust Bank
Washington
$42.6M -$1.41M -2,058 -3%
WCM
680
WealthBridge Capital Management
Ohio
$42.5M +$50.5K +74 +0.1%
TF
681
Tandem Financial
Colorado
$42.5M +$44.1M +64,643 +17,284%
RBWA
682
RFG - Bristol Wealth Advisors
Massachusetts
$42.5M +$1.5M +2,190 +3%
NL
683
NDWM LLC
California
$42.4M -$2.18M -3,196 -5%
BTI
684
Blue Trust Inc
Georgia
$42.3M +$5.3M +7,755 +14%
VA
685
Valmark Advisers
Ohio
$42.3M +$150K +220 +0.3%
PPG
686
Peak Planning Group
Colorado
$41.9M +$2.49M +3,645 +6%
LPFG
687
Landing Point Financial Group
Ohio
$41.8M +$2.51M +3,674 +6%
SAG
688
Sentinel Advisory Group
Wisconsin
$41.8M +$43.7M +63,977 New
ANC
689
Ames National Corp
Iowa
$41.5M +$901K +1,319 +2%
CAWM
690
Capital Advisors Wealth Management
Washington
$41.3M +$864K +1,265 +2%
OCM
691
One Capital Management
California
$41M +$1.42M +2,077 +3%
WA
692
Wealth Alliance
New York
$41M +$4.91M +7,192 +13%
BFS
693
Bare Financial Services
Pennsylvania
$40.8M +$567K +831 +1%
CT
694
Coastline Trust
Rhode Island
$40.7M +$162K +237 +0.4%
VA
695
VestGen Advisors
Illinois
$40.6M +$3.55M +5,204 +11%
AWM
696
Axxcess Wealth Management
California
$40.5M -$2.59M -3,795 -6%
PFG
697
PAX Financial Group
Texas
$40.3M +$11.1M +16,315 +36%
FHC
698
Fort Henry Capital
West Virginia
$40.3M +$303K +443 +0.7%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$40.1M +$21M +30,780 +101%
Manulife (Manufacturers Life Insurance)
700
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.9M -$259M -379,361 -86%

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.