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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
NBWM
1301
North Berkeley Wealth Management
California
$14.1M +$4.9M +6,730 +56%
Bank Julius Baer & Co
1302
Bank Julius Baer & Co
Switzerland
$14M +$2.99M +4,109 +28%
MAM
1303
Milestone Asset Management
Pennsylvania
$14M +$7.97M +10,942 +140%
BIS
1304
BG Investment Services
Guam
$14M -$511K -702 -4%
WF
1305
Wayfinding Financial
Washington
$14M +$1.62M +2,218 +13%
GKIM
1306
GW&K Investment Management
Massachusetts
$14M +$56.1K +77 +0.4%
HGWM
1307
Horst & Graben Wealth Management
Oregon
$13.9M +$79.4K +109 +0.6%
PP
1308
Postrock Partners
Oregon
$13.9M +$757K +1,039 +6%
MWM
1309
MinichMacGregor Wealth Management
New York
$13.9M +$307K +422 +2%
EMCIP
1310
Ewing Morris & Co Investment Partners
Ontario, Canada
$13.8M +$906K +1,244 +7%
IAS
1311
Integrity Advisory Solutions
Texas
$13.7M +$1.33M +1,828 +11%
SB
1312
Simmons Bank
Arkansas
$13.7M +$283K +389 +2%
MWM
1313
MBE Wealth Management
Wisconsin
$13.7M -$36.4K -50 -0.3%
SR
1314
Syntax Research
Florida
$13.7M -$127K -175 -0.9%
WG
1315
Welch Group
Alabama
$13.7M -$13.8K -19 -0.1%
AA
1316
Argent Advisors
Louisiana
$13.6M +$181K +249 +1%
GPA
1317
Garrison Point Advisors
California
$13.5M +$845K +1,160 +7%
SF
1318
Symphony Financial
Texas
$13.4M +$562K +772 +4%
ARG
1319
Advisory Resource Group
Oklahoma
$13.4M +$591K +811 +5%
YAIA
1320
Yanni & Associates Investment Advisors
Pennsylvania
$13.4M -$80.1K -110 -0.6%
PWA
1321
Pitcairn Wealth Advisors
Pennsylvania
$13.3M +$2.39M +3,288 +23%
AA
1322
Armis Advisers
Georgia
$13.3M +$1.01M +1,390 +9%
RWM
1323
Rialto Wealth Management
New York
$13.2M +$1.22M +1,682 +11%
VAG
1324
VisionPoint Advisory Group
Texas
$13.2M +$9.1M +12,499 +245%
FHC
1325
First Heartland Consultants
Missouri
$13.2M +$2.99M +4,110 +30%

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.