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iShares Core S&P 500 ETF

4,084 hedge funds and large institutions have $705B invested in iShares Core S&P 500 ETF in 2026 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,825 increasing their positions, 1,462 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 68

104.07% more ownership

Funds ownership: 77.07%181.14% (+104%)

28% more capital invested

Capital invested by funds: $552B → $705B (+$153B)

25% more repeat investments, than reductions

Existing positions increased: 1,825 | Existing positions reduced: 1,462

5% more funds holding in top 10

Funds holding in top 10: 1,2481,306 (+58)

2% more funds holding

Funds holding: 3,9934,084 (+91)

0% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.28B

Holders
4,084
Holders Change
+91
Holders Change %
+2.28%
% of All Funds
49.36%
Holding in Top 10
1,306
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+4.65%
% of All Funds
15.78%
New
239
Increased
1,825
Reduced
1,462
Closed
68
Calls
$2.28B
Puts
$2.28B
Net Calls
-$1.15M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1001
Churchill Financial Advisors
Kentucky
$26M +$3.72M +5,109 +17%
WJA
1002
Willis Johnson & Associates
Texas
$25.9M -$692K -950 -3%
OBWA
1003
Oak Barrel Wealth Advisory
Virginia
$25.8M +$25.1M +34,503 New
WF
1004
Williams Financial
Vermont
$25.8M +$1.14M +1,560 +5%
BFS
1005
Bradley Foster & Sargent
Connecticut
$25.7M -$420K -577 -2%
TR
1006
Tepp RIA
New Jersey
$25.7M -$1.08M -1,482 -4%
4WM
1007
4J Wealth Management
Virginia
$25.7M -$257K -353 -1%
GWM
1008
GSB Wealth Management
Connecticut
$25.7M -$120K -165 -0.5%
EA
1009
Everpar Advisors
Oklahoma
$25.6M +$3.67M +5,046 +17%
AWA
1010
Acumen Wealth Advisors
Tennessee
$25.3M -$31M -42,565 -56%
ML
1011
McAdam LLC
Pennsylvania
$25.2M -$2.59M -3,551 -10%
ST
1012
Sageworth Trust
Pennsylvania
$25.2M -$52.4K -72 -0.2%
FPCP
1013
Fort Point Capital Partners
California
$25.2M +$2.29M +3,141 +10%
VPW
1014
Vericrest Private Wealth
Pennsylvania
$25.1M -$1.74M -2,390 -7%
CTA
1015
Chesley Taft & Associates
Illinois
$25M +$2.19M +3,009 +10%
HC
1016
Headland Capital
South Carolina
$25M +$1.72M +2,363 +8%
SS
1017
SBI Securities
Japan
$24.8M -$250K -343 -1%
LAL
1018
Layline Advisors, LLC
New York
$24.8M +$24.1M +33,139 New
MW
1019
Merited Wealth
Florida
$24.7M +$12.3M +16,950 +105%
I2I
1020
Insight 2811 Inc
Illinois
$24.7M -$30.6K -42 -0.1%
LA
1021
Lynch & Associates
Indiana
$24.6M -$379K -521 -2%
CCG
1022
Cypress Capital Group
Florida
$24.5M -$85.2K -117 -0.4%
AWM
1023
Ameliora Wealth Management
Switzerland
$24.5M -$626K -860 -3%
PFG
1024
Pacific Financial Group
Washington
$24.5M +$419K +576 +2%
WA
1025
WBH Advisory
Maryland
$24.3M -$296K -406 -1%

IVV Hedge Fund Activity: Q2 2026 in Review

4,084 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2026, worth a combined $705B — up 28% from $552B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new IVV positions and 68 closed out — a net gain of 171 holders — while 1,825 added to existing stakes and 1,462 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $846B. The largest seller was Squarepoint, cutting an estimated $3.03B.

  • 4,084 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2026, up from 3,993 in Q1 2026.
  • Funds reported $705B of iShares Core S&P 500 ETF stock for Q2 2026, up 28% quarter-over-quarter.
  • 239 funds opened new iShares Core S&P 500 ETF positions in Q2 2026 and 68 closed out, a net change of +171 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2026 was Alaska Permanent Fund, an estimated $846B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2026 was Squarepoint, an estimated $3.03B sold.

Based on aggregated 13F filings for Q2 2026.