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iShares Core S&P 500 ETF

4,085 hedge funds and large institutions have $705B invested in iShares Core S&P 500 ETF in 2026 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,825 increasing their positions, 1,463 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 68

104.07% more ownership

Funds ownership: 77.07%181.14% (+104%)

28% more capital invested

Capital invested by funds: $552B → $705B (+$153B)

25% more repeat investments, than reductions

Existing positions increased: 1,825 | Existing positions reduced: 1,463

5% more funds holding in top 10

Funds holding in top 10: 1,2481,306 (+58)

2% more funds holding

Funds holding: 3,9934,085 (+92)

0% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.28B

Holders
4,085
Holders Change
+92
Holders Change %
+2.3%
% of All Funds
49.37%
Holding in Top 10
1,306
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+4.65%
% of All Funds
15.78%
New
239
Increased
1,825
Reduced
1,463
Closed
68
Calls
$2.28B
Puts
$2.28B
Net Calls
-$1.15M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1201
Sound Income Strategies
Florida
$17.2M +$2.23M +3,059 +15%
BFM
1202
Broadview Financial Management
Wisconsin
$17.2M -$289K -397 -2%
RDWM
1203
Red Door Wealth Management
Tennessee
$17.1M +$274K +376 +2%
PA
1204
PFG Advisors
Arizona
$17.1M -$1.76M -2,415 -10%
GBFG
1205
Gerald Baker Financial Group
Texas
$17M +$451K +620 +3%
RCG
1206
Rock Creek Group
District of Columbia
$17M -$7.48M -10,277 -31%
HAG
1207
HighPoint Advisor Group
Illinois
$17M +$475K +652 +3%
CAM
1208
Concorde Asset Management
Michigan
$16.9M +$1.26M +1,730 +8%
MFT
1209
Moisand Fitzgerald Tamayo
Florida
$16.8M -$337K -463 -2%
MWA
1210
Motive Wealth Advisors
Michigan
$16.8M -$18.9K -26 -0.1%
PFA
1211
Pinnacle Family Advisors
Missouri
$16.8M -$339K -465 -2%
FC
1212
Fusion Capital
South Carolina
$16.7M -$505K -694 -3%
SWP
1213
Strategic Wealth Partners
Ohio
$16.7M +$446K +612 +3%
GWM
1214
Greenhouse Wealth Management
Connecticut
$16.6M -$52.4K -72 -0.3%
Empower Advisory Group
1215
Empower Advisory Group
Colorado
$16.5M +$859K +1,180 +6%
IA
1216
IFG Advisory
Georgia
$16.5M +$15.9M +21,796 +10,185%
EI
1217
EFG International
$16.5M +$1.77M +2,433 +12%
PNC
1218
Park National Corp
Ohio
$16.5M -$31.3K -43 -0.2%
PRAG
1219
Portfolio Resources Advisor Group
Florida
$16.3M +$6.77M +9,299 +74%
Vanguard National Trust
1220
Vanguard National Trust
Pennsylvania
$16.3M -$235K -323 -1%
MWS
1221
MFA Wealth Services
California
$16.3M -$263K -361 -2%
OC
1222
Oarsman Capital
Wisconsin
$16.2M -$1.56M -2,147 -9%
LCG
1223
Lakeshore Capital Group
Illinois
$16.2M +$200K +274 +1%
LNWTC
1224
Laird Norton Wetherby Trust Company
Washington
$16.2M +$10.9K +15 +0.1%
DWM
1225
DecisionMap Wealth Management
Virginia
$16.2M +$455K +625 +3%

IVV Hedge Fund Activity: Q2 2026 in Review

4,085 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2026, worth a combined $705B — up 28% from $552B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new IVV positions and 68 closed out — a net gain of 171 holders — while 1,825 added to existing stakes and 1,463 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $846B. The largest seller was Squarepoint, cutting an estimated $3.03B.

  • 4,085 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2026, up from 3,993 in Q1 2026.
  • Funds reported $705B of iShares Core S&P 500 ETF stock for Q2 2026, up 28% quarter-over-quarter.
  • 239 funds opened new iShares Core S&P 500 ETF positions in Q2 2026 and 68 closed out, a net change of +171 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2026 was Alaska Permanent Fund, an estimated $846B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2026 was Squarepoint, an estimated $3.03B sold.

Based on aggregated 13F filings for Q2 2026.