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iShares Core S&P 500 ETF

3,979 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, 1,772 increasing their positions, 1,517 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

1.92% less ownership

Funds ownership: 78.97%77.05% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 1,2761,246 (-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
3,979
Holders Change
-22
Holders Change %
-0.55%
% of All Funds
48.93%
Holding in Top 10
1,246
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-2.35%
% of All Funds
15.32%
New
168
Increased
1,772
Reduced
1,517
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
DWM
101
Dynasty Wealth Management
Florida
$780M +$90.4M +132,413 +12%
PAS
102
Park Avenue Securities
New York
$768M +$191M +279,786 +31%
RFC
103
Regions Financial Corp
Alabama
$755M +$31.1M +45,534 +4%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$750M +$45.3M +66,317 +6%
SAM
105
Simplify Asset Management
Nevada
$713M +$56.1M +82,160 +8%
CWM
106
Circle Wealth Management
New Jersey
$711M +$153M +223,933 +26%
PA
107
Parallel Advisors
California
$698M +$160M +234,126 +28%
CI Investments Inc
108
CI Investments Inc
Ontario, Canada
$695M
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$681M -$87.6M -128,247 -11%
SLI
110
Sumitomo Life Insurance
Japan
$672M +$190M +278,000 +37%
Bessemer Group
111
Bessemer Group
New Jersey
$671M +$41.7M +61,022 +6%
LP
112
LMR Partners
United Kingdom
$664M -$16.1M -23,600 -2%
FGP
113
Freestone Grove Partners
California
$644M -$303M -444,000 -31%
Allianz Asset Management
114
Allianz Asset Management
Germany
$641M -$5.01B -7,342,143 -88%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$628M +$24.6M +36,083 +4%
NA
116
NewEdge Advisors
Louisiana
$575M +$52.2M +76,462 +10%
Schroder Investment Management Group
117
Schroder Investment Management Group
United Kingdom
$574M +$81.4M +119,156 +15%
NFA
118
Nationwide Fund Advisors
Ohio
$567M +$516K +756 +0.1%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$564M -$54.6M -79,895 -8%
P
120
&Partners
Tennessee
$557M +$52.1M +76,294 +10%
FFA
121
Farther Finance Advisors
California
$557M +$59M +86,354 +11%
JSTA
122
Japan Science & Technology Agency
Japan
$554M -$221M -323,000 -28%
CCM
123
Coldstream Capital Management
Washington
$549M +$40.1M +58,716 +8%
Franklin Resources
124
Franklin Resources
California
$544M -$59.7M -87,422 -9%
PCIG
125
Partners Capital Investment Group
Massachusetts
$537M -$31.3M -45,799 -5%

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 added to existing stakes and 1,517 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.

  • 3,979 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,001 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.