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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
KW
926
Keyvantage Wealth
Pennsylvania
$24.7M +$1.34M +1,968 +5%
AWA
927
American Wealth Advisors
Georgia
$24.6M -$782K -1,145 -3%
AI
928
Arvest Investments
Arkansas
$24.5M +$1.21M +1,767 +5%
GCG
929
Gilbert Capital Group
Maine
$24.4M -$262K -384 -1%
ML
930
McAdam LLC
Pennsylvania
$24.3M -$453K -664 -2%
YWM
931
Yukon Wealth Management
Kansas
$24.3M +$186K +273 +0.7%
FFW
932
Fusion Family Wealth
New York
$24.2M
LCOV
933
London Company of Virginia
Virginia
$24.1M -$3.27M -4,791 -11%
KCA
934
Kastel Capital Advisors
Massachusetts
$24.1M
NRW
935
Nova R Wealth
Kansas
$24M -$286K -419 -1%
OCM
936
Orion Capital Management
California
$24M -$81.9K -120 -0.3%
BL
937
BFSG LLC
California
$23.9M -$2.91M -4,262 -10%
CT
938
Colonial Trust
South Carolina
$23.9M +$2.42M +3,548 +11%
HWA
939
Hilltop Wealth Advisors
North Carolina
$23.8M -$36.9K -54 -0.1%
CFO
940
CVA Family Office
Colorado
$23.8M +$600K +879 +2%
XF
941
XML Financial
Maryland
$23.7M +$874K +1,280 +4%
TFM
942
Trademark Financial Management
Minnesota
$23.7M +$2.44M +3,569 +11%
DPI
943
Diversified Portfolios Inc
Michigan
$23.6M +$382K +560 +2%
MWM
944
Mission Wealth Management
California
$23.5M -$509K -745 -2%
VPW
945
Vericrest Private Wealth
Pennsylvania
$23.5M +$112K +164 +0.5%
CST
946
Charles Schwab Trust
Nevada
$23.5M -$1.82M -2,661 -7%
MWP
947
Madison Wealth Partners
Wisconsin
$23.4M +$817K +1,196 +3%
AG
948
Ascent Group
Virginia
$23.4M -$10.2K -15 -0%
TR
949
Tepp RIA
New Jersey
$23.4M +$950K +1,391 +4%
SCP
950
Stevens Capital Partners
Nebraska
$23.3M -$118K -173 -0.5%

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.