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iShares Core S&P 500 ETF

3,982 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, 1,774 increasing their positions, 1,518 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: 1,774 | Existing positions reduced: 1,518

0% less funds holding

Funds holding: 4,0023,982 (-20)

1.92% less ownership

Funds ownership: 78.97%77.05% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 1,2771,247 (-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
3,982
Holders Change
-20
Holders Change %
-0.5%
% of All Funds
48.94%
Holding in Top 10
1,247
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-2.35%
% of All Funds
15.33%
New
168
Increased
1,774
Reduced
1,518
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
AA
1026
ArborFi Advisors
Michigan
$19.9M -$613K -897 -3%
IFA
1027
Interactive Financial Advisors
Illinois
$19.9M -$53.9K -79 -0.3%
CTA
1028
Chesley Taft & Associates
Illinois
$19.8M +$427K +625 +2%
SF
1029
SWP Financial
California
$19.8M +$2.18M +3,193 +12%
UOC
1030
University of Chicago
Illinois
$19.8M -$113M -165,472 -85%
BHWM
1031
Bay Harbor Wealth Management
Maryland
$19.8M +$5.5M +8,052 +36%
CT
1032
Caldwell Trust
Florida
$19.8M +$827K +1,211 +4%
AMG
1033
Asset Management Group
Connecticut
$19.7M -$384K -563 -2%
ATS
1034
Ashton Thomas Securities
New York
$19.4M +$20.3M +29,665 New
CFA
1035
Churchill Financial Advisors
Kentucky
$19.3M +$8.94M +13,095 +80%
OWA
1036
Oak Wealth Advisors
Illinois
$19.2M -$154K -226 -0.8%
MSWMA
1037
Market Street Wealth Management Advisors
Indiana
$19.1M -$108K -158 -0.5%
4FG
1038
4Thought Financial Group
New York
$19M -$2.6M -3,805 -12%
EA
1039
Everpar Advisors
Oklahoma
$19M +$1.99M +2,908 +11%
BRM
1040
Boston Research & Management
Massachusetts
$19M -$1.89M -2,761 -9%
WB
1041
WesBanco Bank
West Virginia
$19M +$343K +502 +2%
TMWM
1042
Taylor & Morgan Wealth Management
Michigan
$18.9M +$425K +622 +2%
AA
1043
ACT Advisors
North Carolina
$18.9M -$409K -599 -2%
Retirement Systems of Alabama
1044
Retirement Systems of Alabama
Alabama
$18.9M
FSA
1045
Financial Services Advisory
Maryland
$18.7M -$7.25M -10,624 -27%
ABC
1046
Associated Banc-Corp
Wisconsin
$18.6M +$935K +1,369 +5%
CAM
1047
Cobblestone Asset Management
Virginia
$18.6M +$4.86M +7,119 +33%
SWP
1048
SIMA Wealth Partners
Virginia
$18.6M -$115K -168 -0.6%
SPW
1049
Signet Private Wealth
Illinois
$18.6M +$71K +104 +0.4%
TNBTD
1050
Trustmark National Bank Trust Department
Mississippi
$18.6M -$389K -569 -2%

IVV Hedge Fund Activity: Q1 2026 in Review

3,982 of the 8,137 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 1,774 added to existing stakes and 1,518 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.

  • 3,982 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,002 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.