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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
NP
1051
NorthRock Partners
Minnesota
$18.6M +$249K +365 +1%
BONH
1052
Bank of New Hampshire
New Hampshire
$18.5M +$817K +1,196 +4%
KFC
1053
Klingenstein Fields & Co
New York
$18.4M +$2.59M +3,798 +16%
SEIA
1054
Signature Estate & Investment Advisors
California
$18.4M +$1.55M +2,276 +9%
PCA
1055
Providence Capital Advisors
North Carolina
$18.3M +$1.26M +1,838 +7%
OWA
1056
Outlook Wealth Advisors
Texas
$18.3M -$3.31M -4,853 -15%
CHA
1057
Cooper/Haims Advisors
New York
$18.3M -$225K -330 -1%
RA
1058
RFG Advisory
Alabama
$18.3M -$445K -651 -2%
RWIA
1059
Roger Wittlin Investment Advisory
California
$18.2M -$438K -642 -2%
ZF
1060
Zhang Financial
Michigan
$18.2M +$1.51M +2,216 +9%
NAS
1061
NWF Advisory Services
California
$18.2M +$353K +517 +2%
KWA
1062
Kingswood Wealth Advisors
California
$18.1M +$1.37M +2,010 +8%
ANBOT
1063
American National Bank of Texas
Texas
$18.1M +$1.79M +2,619 +10%
AIM
1064
Acropolis Investment Management
Missouri
$18M -$156K -229 -0.8%
BWCS
1065
Beirne Wealth Consulting Services
Connecticut
$17.8M -$4.04M -5,920 -18%
FHA
1066
Flagship Harbor Advisors
Massachusetts
$17.8M +$2.41M +3,534 +15%
MBT
1067
Montecito Bank & Trust
California
$17.7M +$261K +382 +1%
PCM
1068
Parsons Capital Management
Rhode Island
$17.7M +$1.63M +2,380 +10%
WWM
1069
Wiser Wealth Management
Georgia
$17.6M +$153K +224 +0.8%
PCA
1070
Pallas Capital Advisors
Massachusetts
$17.6M -$5.59M -8,191 -23%
GIC
1071
Generali Investments CEE
Czech Republic
$17.6M
PWM
1072
Pines Wealth Management
North Carolina
$17.6M -$3.41M -4,988 -16%
IC
1073
Iconiq Capital
California
$17.6M
BCM
1074
BTC Capital Management
Iowa
$17.6M -$145K -213 -0.8%
FCA
1075
Fortis Capital Advisors
Kansas
$17.6M +$4.35M +6,373 +31%

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.