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iShares Core S&P 500 ETF

3,979 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, 1,772 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

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
3,979
Holders Change
-22
Holders Change %
-0.55%
% 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
1,772
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
MERSOM
76
Municipal Employees' Retirement System of Michigan
Michigan
$1.07B +$175M +256,717 +19%
B
77
Barings
North Carolina
$1.06B -$29.9M -43,803 -3%
MCM
78
MKP Capital Management
New York
$1.06B -$800M -1,171,686 -42%
Capstone Investment Advisors
79
Capstone Investment Advisors
New York
$1.02B -$152M -223,106 -13%
NPT
80
National Philanthropic Trust
Pennsylvania
$1B +$35.3M +51,657 +3%
FT
81
Fiduciary Trust
Massachusetts
$991M -$28.4M -41,534 -3%
APF
82
Alaska Permanent Fund
Alaska
$955M
Toronto Dominion Bank
83
Toronto Dominion Bank
Ontario, Canada
$943M +$684M +1,001,299 +227%
JRP
84
Jasper Ridge Partners
California
$931M -$130M -190,604 -12%
JIC
85
Johnson Investment Counsel
Ohio
$930M +$8.48M +12,420 +0.9%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$923M +$92.7M +135,695 +11%
GT
87
Greenleaf Trust
Michigan
$913M -$51.5M -75,482 -5%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$911M -$28.2M -41,285 -3%
UCFA
89
United Capital Financial Advisors
Texas
$888M +$59.8M +87,582 +7%
CI
90
Constellation Investments
Ohio
$887M -$100M -146,657 -10%
BSL
91
Blue Sparrow LLC
Delaware
$875M
AA
92
Alesco Advisors
New York
$846M -$2.5M -3,663 -0.3%
JFGIW
93
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$835M +$22M +32,161 +3%
California Public Employees Retirement System
94
California Public Employees Retirement System
California
$828M +$866M +1,267,527 New
M&T Bank
95
M&T Bank
New York
$822M -$34.8M -50,999 -4%
WA
96
Waverly Advisors
Alabama
$816M +$39.3M +57,497 +5%
FLPIM
97
F.L. Putnam Investment Management
Massachusetts
$803M -$4.13M -6,055 -0.5%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$790M -$1.33B -1,943,798 -62%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$786M +$140M +205,322 +21%
NMIMC
100
Northwestern Mutual Investment Management Company
Wisconsin
$784M -$208M -304,700 -20%

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 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.

  • 3,979 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.