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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
NFP
801
NorthLanding Financial Partners
New York
$32.6M +$718K +1,052 +2%
ERWM
802
Elk River Wealth Management
Colorado
$32.4M -$303K -443 -0.9%
DAS
803
Dynamic Advisor Solutions
Arizona
$32.4M +$1.25M +1,829 +4%
EWA
804
Exencial Wealth Advisors
Oklahoma
$32.3M -$1.69M -2,474 -5%
WWA
805
WCG Wealth Advisors
Nevada
$32.2M -$13.8M -20,271 -29%
VCP
806
Verus Capital Partners
Arizona
$32.2M +$1.53M +2,247 +5%
JESC
807
J.E. Simmons & Co
Texas
$32.1M -$1.16M -1,697 -3%
BAM
808
Belpointe Asset Management
Nevada
$31.9M +$6.14M +8,992 +23%
LKWM
809
Lee-Kelleher Wealth Management
Maryland
$31.8M +$483K +707 +1%
BEI
810
Benjamin Edwards Inc
Missouri
$31.8M +$1.17M +1,707 +4%
MC
811
Middleton & Co
Massachusetts
$31.7M +$414K +607 +1%
CA
812
CoreCap Advisors
Michigan
$31.6M -$9M -13,179 -21%
SC
813
Scotia Capital
Ontario, Canada
$31.5M +$4.15M +6,073 +14%
FPW
814
Flagship Private Wealth
Massachusetts
$31.5M -$1.1M -1,610 -3%
AAS
815
Ameritas Advisory Services
Nebraska
$31.4M -$3.67M -5,378 -10%
COFSG
816
Carbahal Olsen Financial Services Group
California
$31.4M +$303K +443 +0.9%
IMRF
817
Illinois Municipal Retirement Fund
Illinois
$31.3M +$19.6M +28,700 +149%
CFC
818
Client First Capital
California
$31.2M +$2.84M +4,152 +10%
SIA
819
Soltis Investment Advisors
Utah
$31.1M -$2.39M -3,496 -7%
ACA
820
Aptus Capital Advisors
Alabama
$31M +$806K +1,181 +3%
RWA
821
River Wealth Advisors
Pennsylvania
$31M -$3.02M -4,425 -9%
PIA
822
Pinion Investment Advisors
Kansas
$30.9M +$4.18M +6,117 +15%
LF
823
Lantz Financial
Illinois
$30.7M +$3.15M +4,614 +11%
CB
824
Community Bank
New York
$30.6M +$43K +63 +0.1%
MM
825
Meridian Management
Arkansas
$30.6M -$3.15M -4,606 -9%

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.