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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
Russell Investments Group
1301
Russell Investments Group
United Kingdom
$11.3M +$1.82M +2,671 +18%
FPCG
1302
Forum Private Client Group
Indiana
$11.2M +$52.6K +77 +0.5%
VCA
1303
Verdence Capital Advisors
Maryland
$11.2M -$399K -584 -3%
EMCIP
1304
Ewing Morris & Co Investment Partners
Ontario, Canada
$11.2M +$2.44M +3,572 +26%
ARG
1305
Advisory Resource Group
Oklahoma
$11.2M +$77.8K +114 +0.7%
SF
1306
Symphony Financial
Texas
$11.2M +$307K +450 +3%
RC
1307
Roundview Capital
New Jersey
$11.2M -$201K -295 -2%
BPCE
1308
Bank Pictet & Cie (Europe)
Germany
$11.1M -$5.46M -8,002 -32%
WF
1309
Welch & Forbes
Massachusetts
$11.1M -$871K -1,276 -7%
ODIJL
1310
One Day In July LLC
Vermont
$11.1M +$167K +245 +1%
WPP
1311
Whalerock Point Partners
Rhode Island
$11.1M +$705K +1,032 +6%
LIM
1312
Leavell Investment Management
Alabama
$11.1M +$417K +610 +4%
MC
1313
Moors & Cabot
Massachusetts
$11.1M +$681K +998 +6%
GPA
1314
Garrison Point Advisors
California
$11M +$307K +450 +3%
CWM
1315
Connecticut Wealth Management
Connecticut
$11M +$67.6K +99 +0.6%
WPC
1316
Wedmont Private Capital
Pennsylvania
$11M +$1.13M +1,648 +11%
MIA
1317
Milestone Investment Advisors
Wisconsin
$10.9M +$430K +630 +4%
MPW
1318
MA Private Wealth
California
$10.9M +$43K +63 +0.4%
TWIM
1319
TIAA Wealth Investment Management
New York
$10.8M +$11.7M +17,076 New
HCM
1320
Hollencrest Capital Management
California
$10.8M -$37.1M -54,357 -77%
TC
1321
Town Capital
Maryland
$10.8M +$5.07M +7,427 +82%
IAS
1322
Integrity Advisory Solutions
Texas
$10.8M +$674K +987 +6%
CWM
1323
Chesapeake Wealth Management
Virginia
$10.8M +$557K +816 +5%
MSFS
1324
Main Street Financial Solutions
Pennsylvania
$10.7M +$138K +202 +1%
WF
1325
Wayfinding Financial
Washington
$10.7M -$249K -364 -2%

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.