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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
GCA
751
Greenwood Capital Associates
South Carolina
$36.1M -$2.98M -4,360 -7%
IWM
752
Integris Wealth Management
California
$36M -$528K -773 -1%
RIS
753
Retirement Income Solutions
Michigan
$36M -$389K -570 -1%
SC
754
Schoolcraft Capital
Colorado
$35.8M -$606K -888 -2%
MWA
755
Monograph Wealth Advisors
California
$35.8M
AWMG
756
Alliance Wealth Management Group
New Jersey
$35.8M +$1.84M +2,698 +5%
AM
757
Atwater Malick
Pennsylvania
$35.7M +$2.61M +3,817 +7%
EFG
758
Elevated Financial Group
Indiana
$35.7M +$2.24M +3,282 +6%
CCT
759
Chemung Canal Trust
New York
$35.6M -$25.9K -38 -0.1%
DW
760
Durante & Waters
New York
$35.6M +$103K +151 +0.3%
PCS
761
Private Client Services
Kentucky
$35.6M +$1.1M +1,617 +3%
BFP
762
Beacon Financial Planning
Massachusetts
$35.6M +$3.82M +5,590 +11%
SW
763
SVB Wealth
Massachusetts
$35.6M +$2.72M +3,983 +8%
ACM
764
Aurdan Capital Management
Pennsylvania
$35.5M +$731K +1,070 +2%
IA
765
IFP Advisors
Florida
$35.4M +$1.7M +2,489 +5%
WP
766
WealthShield Partners
North Carolina
$35.2M +$5.08M +7,441 +16%
PMWMG
767
Parr McKnight Wealth Management Group
Minnesota
$35.1M +$474K +694 +1%
CCFM
768
Clear Creek Financial Management
Washington
$35.1M -$1.45M -2,126 -4%
BA
769
Ballew Advisors
Mississippi
$35M -$421K -616 -1%
CWWM
770
Curry Webb Wealth Management
Indiana
$35M +$17.5M +25,616 +92%
VFA
771
Voya Financial Advisors
Connecticut
$34.9M -$698K -1,022 -2%
OGF
772
Orin Green Financial
California
$34.8M -$36.9K -54 -0.1%
GCA
773
Gradient Capital Advisors
California
$34.5M +$509K +746 +1%
RA
774
Rational Advisors
New York
$34.5M -$10.2M -14,985 -22%
SW
775
Simplicity Wealth
New Jersey
$34.5M +$6.17M +9,034 +21%

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.