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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
BFM
1151
Broadview Financial Management
Wisconsin
$15.2M -$154K -225 -1%
TW
1152
Tempo Wealth
Ohio
$15.2M +$735K +1,076 +5%
EPW
1153
Endeavor Private Wealth
Kansas
$15.2M +$6.64M +9,717 +72%
CAM
1154
Campion Asset Management
Virginia
$15.2M +$1.11M +1,630 +8%
FFP
1155
Forbes Financial Planning
Rhode Island
$15.1M +$297K +435 +2%
GPW
1156
Genesis Private Wealth
Virginia
$15.1M -$199K -291 -1%
GSEP
1157
Golden State Equity Partners
California
$15.1M +$9.18M +13,437 +139%
PIA
1158
Polaris Investment Advisors
Massachusetts
$15.1M +$1.95M +2,849 +14%
REMPR
1159
Roof Eidam Maycock Peralta (REMP)
California
$15.1M +$475K +695 +3%
ES
1160
ETF Store
Kansas
$15M +$734K +1,075 +5%
SAM
1161
Secure Asset Management
Michigan
$15M +$1.02M +1,499 +7%
CG
1162
Caprock Group
Idaho
$15M -$667K -977 -4%
RWA
1163
Resolute Wealth Advisor
Ohio
$15M +$15.7M +22,968 New
FC
1164
Fusion Capital
South Carolina
$15M -$360K -527 -2%
OFG
1165
Omega Financial Group
California
$15M +$599K +877 +4%
CAG
1166
Csenge Advisory Group
Florida
$15M +$1.82M +2,660 +13%
MFT
1167
Moisand Fitzgerald Tamayo
Florida
$15M -$243K -356 -2%
AEPWM
1168
Atlantic Edge Private Wealth Management
Florida
$14.9M -$276K -404 -2%
NB
1169
Northwest Bancshares
Pennsylvania
$14.9M +$774K +1,134 +5%
YIA
1170
YHB Investment Advisors
Connecticut
$14.9M -$763K -1,117 -5%
PFA
1171
Pinnacle Family Advisors
Missouri
$14.9M -$322K -472 -2%
MCWA
1172
Meadow Creek Wealth Advisors
Georgia
$14.9M -$71K -104 -0.5%
RDWM
1173
Red Door Wealth Management
Tennessee
$14.7M +$302K +442 +2%
HSA
1174
HBK Sorce Advisory
Pennsylvania
$14.7M +$2.9M +4,245 +27%
MWA
1175
Motive Wealth Advisors
Michigan
$14.7M

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.