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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
NF
701
Napier Financial
Massachusetts
$39.9M +$165K +241 +0.4%
MFC
702
Morris Financial Concepts
South Carolina
$39.7M +$550K +805 +1%
LS
703
LCW Services
Virginia
$39.6M +$2.43M +3,556 +6%
OSAM
704
O'Shaughnessy Asset Management
Connecticut
$39.6M +$6.99M +10,243 +20%
DWT
705
Dorsey & Whitney Trust
South Dakota
$39.5M -$2.36M -3,452 -5%
FB
706
Fulton Bank
Pennsylvania
$39.4M +$927K +1,357 +2%
VWWMG
707
Vermillion & White Wealth Management Group
Pennsylvania
$39.3M +$769K +1,126 +2%
SP
708
SWS Partners
Ohio
$39.3M +$1.39M +2,032 +3%
CCWA
709
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.3M -$4.96M -7,263 -11%
KFP
710
KMG Fiduciary Partners
Ohio
$39.2M -$4.47M -6,546 -10%
CS
711
Cisco Systems
California
$39.2M
MFG
712
Mann Financial Group
Minnesota
$39.2M +$1.54M +2,254 +4%
KFS
713
Kelly Financial Services
Massachusetts
$39M +$12.7M +18,638 +45%
VFG
714
Valley Financial Group
Pennsylvania
$39M +$1.52M +2,219 +4%
DJYG
715
David J. Yvars Group
Florida
$38.9M -$74.4K -109 -0.2%
ZRP
716
Zynergy Retirement Planning
New Jersey
$38.9M +$1.64M +2,401 +4%
KFA
717
Kapstone Financial Advisors
Ohio
$38.9M +$932K +1,365 +2%
SFG
718
Somnio Financial Group
Connecticut
$38.7M +$491K +719 +1%
GWMR
719
GC Wealth Management RIA
Massachusetts
$38.5M +$15.4M +22,564 +62%
AF
720
Apollon Financial
South Carolina
$38.4M +$323K +473 +0.8%
PHWM
721
Palatine Hill Wealth Management
Michigan
$38.3M -$1.55M -2,264 -4%
PFA
722
Pettinga Financial Advisors
Indiana
$38.3M +$8.56M +12,531 +27%
PCP
723
Panoramic Capital Partners
Oregon
$38.3M +$1.06M +1,555 +3%
CIAS
724
CBIZ Investment Advisory Services
Ohio
$38.2M -$901K -1,319 -2%
NPF
725
Norris Perne & French
Michigan
$38.2M -$1.88M -2,751 -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.