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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
PA
1101
PFG Advisors
Arizona
$16.5M -$1.47M -2,157 -8%
PIMG
1102
Patriot Investment Management Group
Tennessee
$16.5M +$20.5K +30 +0.1%
WB
1103
Webster Bank
Connecticut
$16.5M -$67.6K -99 -0.4%
Man Group
1104
Man Group
United Kingdom
$16.5M -$352M -515,662 -95%
EF
1105
Empowered Funds
Pennsylvania
$16.5M +$17.2M +25,198 New
KL
1106
Keenan LLC
Massachusetts
$16.5M +$2.72M +3,988 +19%
HR
1107
Hardy Reed
Mississippi
$16.4M -$229K -335 -1%
PVI
1108
Pine Valley Investments
New Jersey
$16.4M -$134K -196 -0.8%
MPWT
1109
MassMutual Private Wealth & Trust
Connecticut
$16.4M +$8.19K +12 +0%
AGA
1110
Arch Global Advisors
New York
$16.4M +$17.1M +25,087 New
HI
1111
Horizon Investments
North Carolina
$16.4M +$8.35M +12,227 +95%
OWCM
1112
One Wealth Capital Management
Arizona
$16.4M +$3.06M +4,477 +24%
VVP
1113
Venture Visionary Partners
Ohio
$16.4M -$649K -950 -4%
GAG
1114
GM Advisory Group
New York
$16.3M +$1.21M +1,778 +8%
IJWM
1115
Inman Jager Wealth Management
Mississippi
$16.3M +$2.41M +3,522 +16%
NA
1116
Nordwand Advisors
Pennsylvania
$16.2M +$819K +1,200 +5%
FPW
1117
Fairvoy Private Wealth
Alabama
$16.2M -$907K -1,328 -5%
BAH
1118
Beacon Advisors Holdings
Texas
$16.2M -$125K -183 -0.7%
EW
1119
Elyxium Wealth
California
$16.2M +$182K +267 +1%
HIA
1120
Harbor Investment Advisory
Maryland
$16.1M +$135K +198 +0.8%
CWP
1121
Cyndeo Wealth Partners
Florida
$16.1M +$299K +438 +2%
SAS
1122
SMI Advisory Services
Indiana
$16M -$2.81M -4,109 -15%
HC
1123
Hoese & Co
Minnesota
$15.9M -$5.72M -8,375 -26%
GWANC
1124
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.9M +$6.15K +9 +0%
PBO
1125
Peoples Bank (Ohio)
Ohio
$15.9M +$90.1K +132 +0.5%

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.