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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
BFS
826
BridgePort Financial Solutions
Iowa
$30.6M +$815K +1,194 +3%
PPWM
827
PFG Private Wealth Management
Florida
$30.4M +$795K +1,164 +3%
CIBC Asset Management
828
CIBC Asset Management
Ontario, Canada
$30.3M +$2.87M +4,205 +10%
WHG
829
Westwood Holdings Group
Texas
$30.3M -$15.4M -22,531 -33%
IA
830
IFS Advisors
Kansas
$30.3M -$288K -422 -0.9%
CIAS
831
CFS Investment Advisory Services
New Jersey
$30.3M -$4.7M -6,886 -14%
AWA
832
Adapt Wealth Advisors
Georgia
$30.2M +$895K +1,310 +3%
SCA
833
Sandy Cove Advisors
Massachusetts
$30.1M -$208K -305 -0.7%
CFGF
834
Compass Financial Group (Florida)
Florida
$30.1M -$236K -346 -0.7%
AIM
835
Advyzon Investment Management
Illinois
$30.1M +$11.5M +16,891 +58%
CWS
836
Cypress Wealth Services
California
$30M +$2.59M +3,799 +9%
AWG
837
Altus Wealth Group
Colorado
$29.9M -$602K -882 -2%
CFP
838
Cascade Financial Partners
California
$29.8M -$47.1K -69 -0.2%
PCM
839
Pennsylvania Capital Management
Pennsylvania
$29.8M -$171K -250 -0.5%
MWM
840
Meridian Wealth Management
Kentucky
$29.7M -$119K -175 -0.4%
VCM
841
Verger Capital Management
North Carolina
$29.7M +$83.3K +122 +0.3%
APM
842
a16z Perennial Management
California
$29.6M
OCA
843
OpenArc Corporate Advisory
Georgia
$29.5M +$6.99M +10,234 +29%
AFC
844
Adaptive Financial Consulting
Ohio
$29.4M +$1.13M +1,649 +4%
SCP
845
Silverleafe Capital Partners
Tennessee
$29.4M +$34.1K +50 +0.1%
JWM
846
JHP Wealth Management
Colorado
$29.3M +$251K +367 +0.8%
WWM
847
Western Wealth Management
Colorado
$29.3M +$8.03M +11,755 +35%
NFG
848
Nadler Financial Group
Illinois
$29.2M +$1.87M +2,733 +7%
CAAM
849
Cornerstone Advisors Asset Management
Pennsylvania
$29.1M -$1.07M -1,566 -3%
GBT
850
Grove Bank & Trust
Florida
$29.1M -$843K -1,234 -3%

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.