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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
FAL
1251
Focused Alpha LLC
Colorado
$12.8M -$1.1M -1,604 -8%
EI
1252
EFG International
$12.8M +$5.37M +7,867 +67%
BHWM
1253
Beaird Harris Wealth Management
Texas
$12.7M -$836K -1,225 -6%
FWA
1254
FOCUS Wealth Advisors
Texas
$12.7M -$957K -1,401 -7%
BIS
1255
BG Investment Services
Guam
$12.7M -$575K -842 -4%
BFWA
1256
Benchmark Financial Wealth Advisors
Florida
$12.7M +$4.31M +6,313 +48%
SDAM
1257
Shulman DeMeo Asset Management
New York
$12.7M -$8.19K -12 -0.1%
AF
1258
ASL Financial
California
$12.7M +$280K +410 +2%
CWA
1259
Centennial Wealth Advisory
Michigan
$12.6M -$7.51M -11,005 -36%
AWA
1260
Archvest Wealth Advisors
California
$12.6M +$495K +725 +4%
TP
1261
TritonPoint Partners
Maryland
$12.6M +$56K +82 +0.4%
WJWM
1262
Williams Jones Wealth Management
New York
$12.5M +$32.1K +47 +0.2%
BIG
1263
Brooklyn Investment Group
New York
$12.4M +$4.78M +6,999 +58%
GEA
1264
Glen Eagle Advisors
New Jersey
$12.4M -$888K -1,300 -6%
AFFA
1265
ALM First Financial Advisors
Texas
$12.4M +$10.9M +15,955 +540%
RTL
1266
Red Tortoise LLC
Georgia
$12.3M -$120K -176 -0.9%
CF
1267
CBM Financial
Texas
$12.3M +$1.34M +1,966 +13%
WMA
1268
Wealth Management Associates
New Jersey
$12.3M +$199K +291 +2%
EPW
1269
Evolve Private Wealth
California
$12.3M +$8.36M +12,240 +185%
FFS
1270
Founders Financial Securities
Maryland
$12.2M -$773K -1,132 -6%
NS
1271
NBC Securities
Alabama
$12.2M -$124K -181 -1%
CCM
1272
Canal Capital Management
Virginia
$12.2M -$1.89M -2,761 -13%
GKIM
1273
GW&K Investment Management
Massachusetts
$12.1M +$846K +1,239 +7%
AA
1274
Armis Advisers
Georgia
$12.1M +$281K +411 +3%
SR
1275
Syntax Research
Florida
$12M -$1.77M -2,589 -12%

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.