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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
AM
1326
AGF Management
Ontario, Canada
$10.7M -$432K -632 -4%
EA
1327
Emerald Advisors
Washington
$10.7M +$1.62M +2,372 +17%
RP
1328
Riverbridge Partners
Minnesota
$10.7M -$46.8M -68,577 -81%
YDMI
1329
Y.D. More Investments
Israel
$10.6M -$1.79M -2,620 -14%
SFM
1330
Signet Financial Management
New Jersey
$10.6M +$4.75M +6,958 +75%
MPW
1331
MASECO Private Wealth
$10.6M +$1.4M +2,056 +14%
SCA
1332
Strathmore Capital Advisors
North Carolina
$10.6M +$3.94M +5,766 +64%
BBWP
1333
Beacon Bridge Wealth Partners
Pennsylvania
$10.6M +$203K +297 +2%
WCM
1334
WLTH Capital Management
Arizona
$10.6M +$516K +755 +5%
SHFA
1335
SC&H Financial Advisors
Maryland
$10.5M -$134K -196 -1%
TFCP
1336
Twin Focus Capital Partners
Massachusetts
$10.5M +$1.85M +2,716 +20%
TAFW
1337
Tred Avon Family Wealth
Maryland
$10.5M -$759K -1,112 -6%
ES
1338
Eagle Strategies
New York
$10.5M -$2.92M -4,276 -21%
MW
1339
Merited Wealth
Florida
$10.5M +$4.51M +6,610 +70%
AFA
1340
Allium Financial Advisors
Oregon
$10.5M +$629K +921 +6%
UB
1341
Umpqua Bank
Oregon
$10.5M -$582K -852 -5%
RWM
1342
Rialto Wealth Management
New York
$10.4M +$524K +767 +5%
TWP
1343
Tyche Wealth Partners
Texas
$10.4M +$25.9K +38 +0.2%
CWIG
1344
Chung Wu Investment Group
Texas
$10.4M -$157K -230 -1%
BC
1345
Bulwark Capital
Florida
$10.4M +$44.4K +65 +0.4%
TWA
1346
TCI Wealth Advisors
Arizona
$10.3M +$692K +1,013 +7%
SC
1347
Solstein Capital
California
$10.3M
BWM
1348
Boyd Wealth Management
California
$10.3M -$26.6K -39 -0.2%
CIC
1349
Carnegie Investment Counsel
Ohio
$10.3M -$169K -248 -2%
SGK
1350
Steigerwald Gordon & Koch
Virginia
$10.3M +$151K +221 +1%

IVV Hedge Fund Activity: Q1 2026 in Review

3,982 of the 8,136 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.