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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
PWMAG
776
Pinnacle Wealth Management Advisory Group
New Jersey
$34.4M +$1.27M +1,859 +4%
CFP
777
Cypress Financial Planning
New Jersey
$34.3M +$1.04M +1,524 +3%
SWA
778
SFMG Wealth Advisors
Texas
$34.3M -$315K -461 -0.9%
KCM
779
Kanawha Capital Management
Virginia
$34.2M -$363K -531 -1%
EWS
780
Evergreen Wealth Solutions
Pennsylvania
$34.2M +$30.4M +44,482 +565%
BWA
781
Boulder Wealth Advisors
Colorado
$34.2M -$11.9M -17,465 -25%
CGPCS
782
Capital Group Private Client Services
California
$34.1M +$19.6M +28,769 +123%
CFO
783
Cambient Family Office
Michigan
$34.1M +$953K +1,395 +3%
SA
784
Sonoma Allocations
California
$34.1M -$2.16M -3,169 -6%
BRWA
785
B. Riley Wealth Advisors
Florida
$34.1M -$4.61M -6,754 -11%
AFW
786
Atlantic Family Wealth
Florida
$34M +$665K +974 +2%
NA
787
Nottingham Advisors
New York
$34M +$2.78M +4,069 +8%
VAS
788
Vestmark Advisory Solutions
Massachusetts
$33.8M +$9.31M +13,641 +36%
VFP
789
Verus Financial Partners
Virginia
$33.7M +$6.15K +9 +0%
OAP
790
One Advisory Partners
Kansas
$33.6M +$8.02M +11,740 +30%
ICMM
791
Integrated Capital Management (Michigan)
Michigan
$33.5M +$182K +267 +0.5%
ALA
792
Atlas Legacy Advisors
California
$33.5M -$1.69M -2,471 -5%
CTA
793
Camelot Technology Advisors
California
$33.4M -$3.43M -5,024 -9%
RFO
794
RiverGlades Family Offices
Florida
$33.4M +$34.9M +51,172 New
TIAA Trust, National Association
795
TIAA Trust, National Association
North Carolina
$33.1M -$371M -542,931 -91%
HWA
796
HCR Wealth Advisors
California
$33.1M -$249K -365 -0.7%
SC
797
Syon Capital
California
$33M -$459K -672 -1%
OIS
798
Okabena Investment Services
Minnesota
$32.7M +$1.23M +1,803 +4%
HCM
799
Hengehold Capital Management
Ohio
$32.7M +$8.26M +12,093 +32%
V
800
VeraBank
Texas
$32.7M +$658K +964 +2%

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.