We are live on ! Find out more
IVV icon

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
DA
1226
Doliver Advisors
Texas
$16.1M +$31.3K +43 +0.2%
LCP
1227
Larch Capital Partners
Florida
$16.1M +$2.63M +3,613 +20%
HSA
1228
HBK Sorce Advisory
Pennsylvania
$16.1M +$687K +943 +5%
BFA
1229
Bright Financial Advisors
Michigan
$16M -$48.1K -66 -0.3%
G
1230
GenTrust
Florida
$16M
TFA
1231
Transamerica Financial Advisors
Florida
$16M +$2.56M +3,520 +20%
SS
1232
Sound Stewardship
Kansas
$16M +$374K +513 +2%
TWM
1233
TSA Wealth Management
Texas
$16M +$16.7K +23 +0.1%
Fiera Capital (Canada)
1234
Fiera Capital (Canada)
Quebec, Canada
$15.9M -$11.7K -16 -0.1%
MCC
1235
Money Concepts Capital
Florida
$15.9M +$659K +905 +4%
BFWA
1236
Benchmark Financial Wealth Advisors
Florida
$15.9M +$1.34M +1,835 +9%
PHAM
1237
Palisades Hudson Asset Management
Florida
$15.9M +$130K +179 +0.8%
KA
1238
Kooman & Associates
Pennsylvania
$15.9M +$60.4K +83 +0.4%
UWS
1239
Unique Wealth Strategies
Illinois
$15.8M +$1.13M +1,555 +8%
DCM
1240
Disciplina Capital Management
Tennessee
$15.8M -$2.06M -2,830 -12%
PTC
1241
Private Trust Company
Ohio
$15.7M -$745K -1,023 -5%
SC
1242
Sierra Capital
Florida
$15.7M +$1.46K +2 +0%
TWP
1243
Tyche Wealth Partners
Texas
$15.7M +$3.66M +5,023 +32%
DWA
1244
Davis Wealth Advisors
New Hampshire
$15.7M +$4.35M +5,971 +40%
PWA
1245
Peterson Wealth Advisors
Utah
$15.7M -$401K -551 -3%
SC
1246
Sepio Capital
Utah
$15.7M +$54.6K +75 +0.4%
GFG
1247
Goldstone Financial Group
Illinois
$15.7M -$559K -767 -4%
BWM
1248
Bulltick Wealth Management
Florida
$15.7M +$75K +103 +0.5%
NG
1249
Novem Group
New York
$15.6M +$658K +904 +5%
EWM
1250
Empirical Wealth Management
Washington
$15.6M -$1.12M -1,538 -7%

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.