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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
PGWM
1126
Parisi Gray Wealth Management
New Jersey
$15.8M -$2.05K -3 -0%
ISL
1127
Ingalls & Snyder LLC
New York
$15.8M +$546K +800 +3%
IAG
1128
Investment Advisory Group
Massachusetts
$15.8M +$371K +544 +2%
BF
1129
Baring Financial
Washington
$15.8M +$534K +782 +3%
PIA
1130
Perennial Investment Advisors
California
$15.8M +$7.22M +10,575 +78%
RWS
1131
Retirement Wealth Solutions
Wisconsin
$15.7M +$2.69M +3,933 +20%
FNT
1132
First National Trust
Pennsylvania
$15.7M +$206K +302 +1%
TVM
1133
True Vision MN
Minnesota
$15.7M +$4.07M +5,958 +33%
DIM
1134
Delta Investment Management
California
$15.7M +$182K +267 +1%
AHC
1135
Anderson Hoagland & Co
Missouri
$15.7M +$16.4K +24 +0.1%
VP
1136
Verum Partners
North Carolina
$15.7M -$212K -311 -1%
TPWA
1137
Twin Peaks Wealth Advisors
California
$15.6M +$5.55M +8,132 +51%
DCM
1138
Disciplina Capital Management
Tennessee
$15.6M
MFG
1139
Mosaic Financial Group
Illinois
$15.6M -$295K -432 -2%
CTWM
1140
Cherry Tree Wealth Management
Minnesota
$15.6M -$254K -372 -2%
OC
1141
Oarsman Capital
Wisconsin
$15.6M -$1.24M -1,810 -7%
DWM
1142
DWR Wealth Management
California
$15.5M -$445K -652 -3%
GWM
1143
GK Wealth Management
Nevada
$15.5M +$15.9M +23,276 +1,916%
LFS
1144
Lutz Financial Services
Nebraska
$15.5M -$131K -192 -0.8%
DCM
1145
Dimension Capital Management
Florida
$15.4M -$3.03M -4,437 -16%
BWM
1146
Braeburn Wealth Management
Michigan
$15.4M -$5.09M -7,452 -24%
JHCP
1147
Jackson Hole Capital Partners
Oklahoma
$15.4M +$446K +653 +3%
BCM
1148
Becker Capital Management
Oregon
$15.3M -$3.32M -4,855 -17%
EFA
1149
Evernest Financial Advisors
Indiana
$15.2M -$495K -725 -3%
GWM
1150
Global Wealth Management
New Jersey
$15.2M -$1.98M -2,900 -11%

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.