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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
PWP
901
PrairieView Wealth Partners
Illinois
$26.1M +$257K +377 +1%
BFG
902
Beacon Financial Group
Texas
$26M +$5.33M +7,808 +24%
SCA
903
Southern Capital Advisors
Tennessee
$26M +$1.69M +2,469 +7%
PPC
904
Park Place Capital
Alabama
$25.9M +$3.03M +4,441 +13%
IASG
905
Investment Advisory Services Group
Florida
$25.8M +$1.83M +2,685 +7%
EFS
906
Essex Financial Services
Connecticut
$25.7M +$212K +310 +0.8%
GKWIM
907
Gerber Kawasaki Wealth & Investment Management
California
$25.7M -$1.43M -2,096 -5%
LP
908
LGL Partners
Pennsylvania
$25.7M +$2.34M +3,421 +10%
TIAAOA
909
Teachers Insurance & Annuity Association of America
New York
$25.7M
EWM
910
Evermay Wealth Management
Virginia
$25.6M -$386K -565 -1%
S
911
SignatureFD
Georgia
$25.6M -$6.32M -9,260 -19%
EIA
912
Eldridge Investment Advisors
New Hampshire
$25.5M -$349K -511 -1%
NEAM
913
New England Asset Management
Connecticut
$25.5M
HI
914
Human Investing
Oregon
$25.4M -$338K -495 -1%
FW
915
Fairway Wealth
Ohio
$25.4M +$163K +239 +0.6%
SIAM
916
Sterling Investment Advisors (Missouri)
Missouri
$25.4M +$647K +947 +2%
WDG
917
Wealth Dimensions Group
Ohio
$25.4M -$580K -849 -2%
TW
918
Traveka Wealth
California
$25.2M +$8.68M +12,710 +49%
SCM
919
Sunbeam Capital Management
Georgia
$25M +$3.68M +5,382 +16%
SC
920
Stephenson & Company
California
$25M +$1.26M +1,850 +5%
IWP
921
IAG Wealth Partners
Wisconsin
$25M -$56K -82 -0.2%
TGAM
922
TBH Global Asset Management
Tennessee
$25M +$26M +38,085 New
EFM
923
Eley Financial Management
Vermont
$24.8M -$929K -1,360 -3%
T. Rowe Price Associates
924
T. Rowe Price Associates
Maryland
$24.8M +$14.8M +21,641 +133%
VWA
925
VERITY Wealth Advisors
United States
$24.7M -$50.5K -74 -0.2%

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.