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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
LI
1276
Louisbourg Investments
New Brunswick, Canada
$12M +$382K +560 +3%
MWM
1277
MBE Wealth Management
Wisconsin
$12M +$547K +801 +5%
PCA
1278
Prosperity Capital Advisors
Ohio
$12M +$2.88M +4,212 +30%
IW
1279
Instrumental Wealth
Florida
$12M +$142K +208 +1%
WG
1280
Welch Group
Alabama
$11.9M -$606K -887 -5%
NFSG
1281
Newbridge Financial Services Group
Florida
$11.8M +$518K +759 +4%
BCWM
1282
Bartlett & Co Wealth Management
Ohio
$11.8M -$1.26M -1,847 -10%
MWM
1283
MinichMacGregor Wealth Management
New York
$11.8M +$1.18M +1,733 +11%
RWP
1284
Revolve Wealth Partners
New Jersey
$11.7M +$288K +422 +2%
JA
1285
JVL Associates
Michigan
$11.7M +$1.01M +1,484 +9%
YAIA
1286
Yanni & Associates Investment Advisors
Pennsylvania
$11.7M +$180K +263 +1%
SB
1287
Simmons Bank
Arkansas
$11.7M -$159K -233 -1%
MIA
1288
MainStreet Investment Advisors
Illinois
$11.7M +$374K +547 +3%
AA
1289
Argent Advisors
Louisiana
$11.7M +$236K +345 +2%
TFA
1290
Transamerica Financial Advisors
Florida
$11.7M +$661K +968 +6%
CWM
1291
Contango Wealth Management
California
$11.7M -$3.96M -5,795 -24%
LCP
1292
Larch Capital Partners
Florida
$11.6M +$12.2M +17,828 New
KAS
1293
KPP Advisory Services
Kentucky
$11.6M -$8.88M -13,010 -42%
TRIA
1294
Trail Ridge Investment Advisors
Colorado
$11.5M -$15K -22 -0.1%
MWM
1295
Mosley Wealth Management
California
$11.4M +$683 +1 +0%
TW
1296
ticino wealth
California
$11.4M -$396K -580 -4%
PP
1297
Postrock Partners
Oregon
$11.4M +$497K +728 +4%
ANBT
1298
American National Bank & Trust
Texas
$11.4M -$113K -165 -0.9%
DC
1299
Davenport & Co
Virginia
$11.4M +$225K +329 +2%
MWM
1300
MY Wealth Management
Maryland
$11.4M +$3.77M +5,524 +37%

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.