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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
LCG
1201
Lakeshore Capital Group
Illinois
$14M +$68.3K +100 +0.5%
CFG
1202
Cosner Financial Group
Colorado
$14M +$193K +282 +1%
TWM
1203
TSA Wealth Management
Texas
$13.9M -$708K -1,037 -5%
Fiera Capital (Canada)
1204
Fiera Capital (Canada)
Quebec, Canada
$13.9M -$806K -1,180 -5%
KA
1205
Kooman & Associates
Pennsylvania
$13.8M +$234K +342 +2%
PHAM
1206
Palisades Hudson Asset Management
Florida
$13.8M -$23.2K -34 -0.2%
X
1207
Xponance
Pennsylvania
$13.7M -$917K -1,343 -6%
SC
1208
Sierra Capital
Florida
$13.7M -$1.01M -1,474 -7%
JFG
1209
JDM Financial Group
Texas
$13.7M -$201K -295 -1%
DWM
1210
DecisionMap Wealth Management
Virginia
$13.7M +$152K +223 +1%
NYLIM
1211
New York Life Investment Management
New York
$13.7M +$2.07M +3,026 +17%
PF
1212
PlanWiser Financial
Colorado
$13.7M -$1.31M -1,921 -9%
CAM
1213
Concorde Asset Management
Michigan
$13.7M +$152K +222 +1%
SC
1214
Sepio Capital
Utah
$13.6M +$7.24M +10,608 +104%
CA
1215
Claro Advisors
Massachusetts
$13.6M +$1.14M +1,670 +9%
SS
1216
Sound Stewardship
Kansas
$13.6M +$465K +681 +3%
Empower Advisory Group
1217
Empower Advisory Group
Colorado
$13.6M -$4.63M -6,777 -25%
NSIM
1218
North Star Investment Management
Illinois
$13.6M -$485K -710 -3%
BWM
1219
Bulltick Wealth Management
Florida
$13.6M -$2.39M -3,494 -14%
Capital Fund Management (CFM)
1220
Capital Fund Management (CFM)
France
$13.5M -$1.43M -2,100 -9%
CCA
1221
Cypress Capital Advisors
Tennessee
$13.4M +$13.7K +20 +0.1%
CW
1222
Cedarwood Wealth
Colorado
$13.4M +$771K +1,129 +6%
TBC
1223
Ted Buchan & Co
California
$13.4M -$117K -172 -0.8%
Koshinski Asset Management
1224
Koshinski Asset Management
Illinois
$13.4M +$38.9K +57 +0.3%
MCC
1225
Money Concepts Capital
Florida
$13.3M +$60.8K +89 +0.4%

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.