We are live on ! Find out more
IVV icon

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
GWMIA
1076
Global Wealth Management Investment Advisory
Florida
$17.6M -$113K -165 -0.6%
BWM
1077
BCGM Wealth Management
Indiana
$17.5M -$311K -456 -2%
TCA
1078
Trifecta Capital Advisors
Illinois
$17.4M -$126K -185 -0.7%
MFG
1079
Mustico Financial Group
New York
$17.3M +$1.44M +2,114 +10%
LFWA
1080
LiftPoint Family Wealth Advisors
New Jersey
$17.3M +$2.73M +4,001 +18%
BCA
1081
Bay Colony Advisors
Massachusetts
$17.2M -$750K -1,098 -4%
SGCA
1082
Steel Grove Capital Advisors
Tennessee
$17.1M -$1.04M -1,522 -5%
HCM
1083
Highview Capital Management
Illinois
$17.1M +$1.09M +1,602 +7%
SFG
1084
Sovereign Financial Group
Connecticut
$17.1M +$505K +740 +3%
EFG
1085
Embree Financial Group
Illinois
$17.1M +$4.79M +7,012 +37%
EWM
1086
EPG Wealth Management
Georgia
$17M +$30.7K +45 +0.2%
GB
1087
Goepper Burkhardt
South Carolina
$16.9M +$1.47M +2,153 +9%
BCG
1088
Breakwater Capital Group
New Jersey
$16.8M +$643K +941 +4%
AFP
1089
Ausdal Financial Partners
Iowa
$16.8M -$637K -933 -3%
Barclays
1090
Barclays
United Kingdom
$16.8M -$45.9M -67,192 -72%
IWMWV
1091
Ironwood Wealth Management (West Virginia)
West Virginia
$16.8M -$117K -171 -0.7%
AAM
1092
Aureus Asset Management
Massachusetts
$16.8M +$619K +906 +4%
CM
1093
Columbus Macro
Pennsylvania
$16.8M -$222K -325 -1%
CAMG
1094
CWA Asset Management Group
Florida
$16.7M -$1.6M -2,341 -8%
BIA
1095
Bigelow Investment Advisors
Maine
$16.7M -$62.8K -92 -0.4%
BW
1096
BIP Wealth
Georgia
$16.7M -$127K -186 -0.7%
CTC
1097
Central Trust Company
Missouri
$16.7M -$1.59M -2,324 -8%
EL
1098
EQ LLC
Washington
$16.6M -$611K -895 -3%
CWA
1099
Continuum Wealth Advisors
New York
$16.6M -$10.4M -15,250 -38%
SB
1100
Strategic Blueprint
Georgia
$16.6M +$7.01M +10,263 +68%

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.