We are live on ! Find out more
IVV icon

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
SL
976
Sentinus LLC
Illinois
$21.9M +$3.01M +4,407 +15%
SS
977
SBI Securities
Japan
$21.9M -$274K -401 -1%
VHAM
978
Van Hulzen Asset Management
California
$21.8M +$59.4K +87 +0.3%
LA
979
Lynch & Associates
Indiana
$21.8M +$60.1K +88 +0.3%
WPW
980
Waldron Private Wealth
Pennsylvania
$21.7M -$2.36M -3,449 -9%
WA
981
WBH Advisory
Maryland
$21.6M -$84.7K -124 -0.4%
WS
982
Wedbush Securities
California
$21.6M +$607K +889 +3%
I2I
983
Insight 2811 Inc
Illinois
$21.6M +$653K +956 +3%
RCG
984
Rock Creek Group
District of Columbia
$21.6M
CPC
985
Congress Park Capital
New York
$21.5M +$1.24M +1,813 +6%
HAS
986
Holland Advisory Services
Florida
$21.5M +$39.6K +58 +0.2%
GVAG
987
Great Valley Advisor Group
Delaware
$21.5M +$974K +1,426 +5%
WF
988
Williams Financial
Vermont
$21.5M -$38.2K -56 -0.2%
CCG
989
Cypress Capital Group
Florida
$21.5M -$372K -545 -2%
CLOS
990
Compagnie Lombard Odier SCmA
Switzerland
$21.4M +$1.64M +2,398 +8%
SAM
991
Sherman Asset Management
California
$21.4M -$10.2K -15 -0%
JRSI
992
Jeter Robert S II
$21.4M +$19.7M +28,819 New
I
993
INVST
Indiana
$21.3M +$4.65M +6,807 +26%
SAS
994
Sage Advisory Services
Texas
$21.3M -$1.36M -1,985 -6%
SMI
995
Shelter Mutual Insurance
Missouri
$21.2M +$408K +598 +2%
CFFNO
996
Common Fund For Nonprofit Organizations
Connecticut
$21.1M +$2.29M +3,358 +12%
PFG
997
Pacific Financial Group
Washington
$21M -$1.92M -2,818 -8%
EWA
998
EverSource Wealth Advisors
Alabama
$21M +$102K +150 +0.5%
AC
999
Avestar Capital
New York
$20.9M -$66.9K -98 -0.3%
AL
1000
ADE LLC
Maryland
$20.9M +$272K +399 +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.