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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
EWM
1176
Empirical Wealth Management
Washington
$14.6M +$503K +737 +3%
HBFP
1177
Henderson Brothers Financial Partners
Pennsylvania
$14.6M +$15.3M +22,362 New
GWM
1178
Greenhouse Wealth Management
Connecticut
$14.5M -$76.5K -112 -0.5%
SC
1179
Sapient Capital
Indiana
$14.5M +$2.87M +4,207 +23%
VNT
1180
Vanguard National Trust
Pennsylvania
$14.5M +$15.1M +22,126 New
GBFG
1181
Gerald Baker Financial Group
Texas
$14.4M +$15.1M +22,098 New
BHPW
1182
Box Hill Private Wealth
Arizona
$14.4M -$200K -293 -1%
PM
1183
Pembroke Management
Quebec, Canada
$14.4M -$152K -222 -1%
CWM
1184
Centurion Wealth Management
Virginia
$14.4M +$152K +222 +1%
MWS
1185
MFA Wealth Services
California
$14.4M +$97.6K +143 +0.7%
PTC
1186
Private Trust Company
Ohio
$14.4M +$475K +696 +3%
PNC
1187
Park National Corp
Ohio
$14.4M +$371K +544 +3%
HAG
1188
HighPoint Advisor Group
Illinois
$14.4M -$5.46K -8 -0%
GAM
1189
Gould Asset Management
California
$14.2M +$12.3K +18 +0.1%
GFG
1190
Goldstone Financial Group
Illinois
$14.2M -$7.09M -10,387 -32%
PCP
1191
Proficio Capital Partners
Massachusetts
$14.2M -$1.37M -2,004 -8%
SWP
1192
Strategic Wealth Partners
Ohio
$14.1M +$798K +1,169 +6%
GA
1193
GFS Advisors
Texas
$14.1M -$78.5K -115 -0.5%
SI
1194
Stephens Inc
Arkansas
$14.1M +$1.85M +2,705 +14%
LNWTC
1195
Laird Norton Wetherby Trust Company
Washington
$14.1M +$539K +790 +4%
PWA
1196
Peterson Wealth Advisors
Utah
$14M -$2.18M -3,186 -13%
BFA
1197
Bright Financial Advisors
Michigan
$14M +$358K +524 +2%
CWAI
1198
Core Wealth Advisors (Indiana)
Indiana
$14M +$3.44M +5,032 +31%
G
1199
GenTrust
Florida
$14M -$1.89M -2,769 -11%
DA
1200
Doliver Advisors
Texas
$14M +$531K +777 +4%

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.