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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
OWA
951
One Wealth Advisors
California
$23.3M -$384K -563 -2%
SC
952
Saiph Capital
New Jersey
$23.3M -$82.6K -121 -0.3%
DC
953
DeDora Capital
California
$23.3M -$5.46K -8 -0%
TC
954
TAGStone Capital
North Carolina
$23.3M +$675K +988 +3%
CG
955
Cynosure Group
Utah
$23.2M -$593M -867,824 -96%
WJA
956
Willis Johnson & Associates
Texas
$23.2M +$595K +872 +3%
JWM
957
Jackson Wealth Management
Florida
$23.2M +$66.9K +98 +0.3%
EWA
958
Emergent Wealth Advisors
New York
$22.9M +$384K +562 +2%
BFS
959
Bradley Foster & Sargent
Connecticut
$22.8M -$176K -258 -0.7%
SIM
960
Synergy Investment Management
Florida
$22.7M +$6.51M +9,536 +38%
STA
961
Summit Trail Advisors
New York
$22.7M +$10M +14,683 +73%
AF
962
AtlasMark Financial
Texas
$22.6M
4WM
963
4J Wealth Management
Virginia
$22.6M -$2.5M -3,664 -10%
SVWG
964
Shared Vision Wealth Group
United States
$22.6M -$1.14M -1,663 -5%
GWM
965
GSB Wealth Management
Connecticut
$22.5M -$30.7K -45 -0.1%
WCFA
966
Walkner Condon Financial Advisors
Wisconsin
$22.4M -$153K -224 -0.6%
FDP
967
Financiere des Professionnels
Quebec, Canada
$22.4M -$12.1M -17,650 -34%
MCCA
968
Mill Creek Capital Advisors
Pennsylvania
$22.4M +$1.08M +1,584 +5%
KDA
969
Kraft Davis & Associates
Missouri
$22.4M -$794K -1,163 -4%
AWM
970
Able Wealth Management
New Jersey
$22.2M +$14.4M +21,097 +163%
CAC
971
Certified Advisory Corp
Florida
$22.2M -$601K -880 -3%
PFA
972
Providence Financial Advisors
Kansas
$22.1M +$493K +722 +2%
ST
973
Sageworth Trust
Pennsylvania
$22M -$6.15K -9 -0%
LLWM
974
Life Line Wealth Management
California
$21.9M +$1.07M +1,564 +5%
AWM
975
Ameliora Wealth Management
Switzerland
$21.9M -$615K -901 -3%

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.