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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
LA
1226
Latitude Advisors
Florida
$13.3M +$117K +172 +0.9%
HGWM
1227
Horst & Graben Wealth Management
Oregon
$13.3M +$77.8K +114 +0.6%
WETS
1228
Wealth Enhancement Trust Services
South Dakota
$13.2M +$6.56M +9,607 +90%
GS
1229
GWN Securities
Florida
$13.2M -$29.4K -43 -0.2%
PRTG
1230
Post Resch Tallon Group
New York
$13.2M +$340K +498 +3%
OCM
1231
Objective Capital Management
Ohio
$13.2M +$100K +147 +0.7%
BIP
1232
Blueprint Investment Partners
North Carolina
$13.2M -$4.84M -7,095 -26%
IAS
1233
Insigneo Advisory Services
Florida
$13.1M +$880K +1,289 +7%
AIM
1234
Archer Investment Management
Texas
$13.1M +$9.25M +13,548 +207%
TCM
1235
Telos Capital Management
California
$13.1M +$103K +151 +0.8%
TFS
1236
Thoroughbred Financial Services
Tennessee
$13.1M -$780K -1,142 -5%
PWP
1237
Precedent Wealth Partners
Texas
$13.1M +$920K +1,348 +7%
GFA
1238
Godfrey Financial Associates
New York
$13.1M -$468K -685 -3%
SIS
1239
Sound Income Strategies
Florida
$13.1M +$189K +277 +1%
FWMP
1240
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$13.1M -$84.7K -124 -0.6%
CPG
1241
Cornerstone Planning Group
New Jersey
$13.1M +$4.38M +6,417 +56%
NG
1242
Novem Group
New York
$13M +$331K +484 +2%
MCM
1243
MidAtlantic Capital Management
Virginia
$13M +$62.1K +91 +0.5%
SL
1244
Sentry LLC
Tennessee
$13M +$150K +219 +1%
CW
1245
CrossGen Wealth
North Carolina
$13M -$270K -395 -2%
CC
1246
Chicago Capital
Illinois
$13M -$41.7K -61 -0.3%
RW
1247
REDW Wealth
New Mexico
$13M -$692K -1,014 -5%
EWA
1248
Etesian Wealth Advisors
Oregon
$13M +$552K +809 +4%
WMP
1249
Wealth Management Partners
Arizona
$12.9M +$195K +285 +1%
UWS
1250
Unique Wealth Strategies
Illinois
$12.8M +$124K +181 +0.9%

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.