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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
48.93%
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
MTC
851
Matrix Trust Company
Colorado
$29.1M -$161K -236 -0.5%
PAMG
852
Patton Albertson Miller Group
Tennessee
$29.1M -$182K -266 -0.6%
EFMH
853
E Fund Management (HK)
Hong Kong
$29M +$2.07M +3,029 +7%
EFM
854
E Fund Management
China
$29M +$30.4M +44,471 New
HCM
855
Hicks Capital Management
Ohio
$29M -$13K -19 -0%
PA
856
Powerhouse Assets
Massachusetts
$28.9M +$656K +961 +2%
FG
857
Fairman Group
Pennsylvania
$28.9M +$1.48M +2,162 +5%
LWM
858
Liberty Wealth Management
California
$28.8M +$2.58M +3,772 +9%
MNBTD
859
Moody National Bank Trust Division
Texas
$28.7M
APW
860
Acima Private Wealth
Virginia
$28.6M +$584K +855 +2%
TF
861
Trek Financial
Arizona
$28.4M +$9.11M +13,339 +44%
SWP
862
Summit Wealth Partners
Florida
$28.3M +$1.16M +1,701 +4%
CPW
863
Catalyst Private Wealth
California
$28.2M +$227K +333 +0.8%
NGA
864
Naples Global Advisors
Florida
$28.1M +$1.13M +1,661 +4%
LT
865
Legacy Trust
Michigan
$28.1M +$2.25M +3,302 +8%
DT
866
Diversified Trust
Tennessee
$28.1M -$2.22M -3,246 -7%
CI
867
CacheTech Inc
Utah
$28M +$488K +715 +2%
B
868
Bedminster
South Carolina
$27.9M -$2.36M -3,460 -7%
ABWM
869
Alpine Bank Wealth Management
Colorado
$27.8M -$25.3K -37 -0.1%
IFPG
870
Intrepid Financial Planning Group
Indiana
$27.6M -$586K -858 -2%
FLP
871
Financial Life Planners
Arizona
$27.5M +$118K +173 +0.4%
DI
872
DAGCO Inc
Ohio
$27.4M +$2.21M +3,232 +8%
SWMG
873
Sanchez Wealth Management Group
Florida
$27.3M -$42.3K -62 -0.1%
FWA
874
Fidelis Wealth Advisors
Colorado
$27.3M +$436K +638 +2%
AWM
875
Adams Wealth Management
Utah
$27.2M +$316K +463 +1%

IVV Hedge Fund Activity: Q1 2026 in Review

3,980 of the 8,134 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.