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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
SAM
1001
Summit Asset Management
Tennessee
$20.8M +$6.15K +9 +0%
NL
1002
NWAM LLC
Washington
$20.8M -$6.74M -9,865 -24%
HWM
1003
Hemming & Wealth Management
Michigan
$20.8M +$3.1M +4,540 +17%
KG
1004
Kilter Group
New York
$20.7M +$2.79M +4,084 +15%
HG
1005
Harbor Group
New Hampshire
$20.6M +$71K +104 +0.3%
AWP
1006
Astra Wealth Partners
New Jersey
$20.6M +$529K +774 +3%
WP
1007
WealthPLAN Partners
Nebraska
$20.6M +$5.42M +7,943 +34%
FA
1008
Flagstar Advisors
New York
$20.6M -$2.41M -3,522 -10%
CC
1009
Cadinha & Co
Hawaii
$20.5M -$8.92M -13,065 -29%
SS
1010
Sunbelt Securities
Texas
$20.4M +$892K +1,307 +4%
MWP
1011
MYCIO Wealth Partners
Pennsylvania
$20.3M +$113K +165 +0.5%
DZ Bank
1012
DZ Bank
Germany
$20.3M -$7.17M -10,499 -25%
SWA
1013
Sax Wealth Advisors
New Jersey
$20.3M
HC
1014
Headland Capital
South Carolina
$20.2M +$1.07M +1,571 +5%
DWM
1015
Ducere Wealth Management
California
$20.2M +$735K +1,076 +4%
EW
1016
Element Wealth
Mississippi
$20.2M +$841K +1,231 +4%
AWS
1017
Aspen Wealth Strategies
Colorado
$20.2M +$663K +971 +3%
AWM
1018
Avaii Wealth Management
Wisconsin
$20.2M -$1.11M -1,631 -5%
FFG
1019
Foundry Financial Group
New Hampshire
$20.1M +$554K +812 +3%
CFS
1020
CRA Financial Services
New Jersey
$20.1M +$1.07M +1,570 +5%
KWM
1021
Kingsview Wealth Management
Oregon
$20.1M +$1.78M +2,610 +9%
CFS
1022
Coordinated Financial Services
Colorado
$19.9M +$228K +334 +1%
FPCP
1023
Fort Point Capital Partners
California
$19.9M +$3.5M +5,132 +20%
JC
1024
JCSD Capital
California
$19.9M
AA
1025
ArborFi Advisors
Michigan
$19.9M -$613K -897 -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.