We are live on ! Find out more
IVV icon

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
RWI
1351
Red Wave Investments
Pennsylvania
$10.2M -$37.6K -55 -0.3%
AWMM
1352
Aegis Wealth Management (Maryland)
Maryland
$10.2M -$157K -230 -1%
PTP
1353
Platform Technology Partners
New York
$10.2M +$2.26M +3,309 +27%
BB
1354
Busey Bank
Illinois
$10.2M +$3.27M +4,786 +44%
KFGK
1355
Keystone Financial Group (Kentucky)
Kentucky
$10.1M +$2.02M +2,954 +24%
ECM
1356
Evergreen Capital Management
Washington
$10.1M -$6.08M -8,899 -37%
MWAM
1357
Manhattan West Asset Management
California
$10.1M +$100K +147 +1%
CD
1358
Chapin Davis
Maryland
$10M +$197K +289 +2%
MHIP
1359
Mountain Hill Investment Partners
New Jersey
$10M -$327K -479 -3%
CASB
1360
Cape Ann Savings Bank
Massachusetts
$10M +$348K +509 +3%
KF
1361
Krilogy Financial
Missouri
$9.97M +$1.19M +1,736 +14%
PE
1362
PCM Encore
Colorado
$9.95M -$542K -793 -5%
PWA
1363
Pitcairn Wealth Advisors
Pennsylvania
$9.94M
MF
1364
Montis Financial
Massachusetts
$9.93M -$795K -1,164 -7%
NAM
1365
NorthCrest Asset Manangement
Minnesota
$9.92M -$623K -913 -6%
HAC
1366
Harbor Advisory Corp
New Hampshire
$9.9M -$720K -1,055 -7%
LF
1367
Lighthouse Financial
Florida
$9.9M -$38.2K -56 -0.4%
WPC
1368
White Pine Capital
Minnesota
$9.88M +$39.6K +58 +0.4%
AWM
1369
Aprio Wealth Management
Georgia
$9.88M +$1.61M +2,351 +18%
NWMG
1370
National Wealth Management Group
Ohio
$9.85M -$682K -999 -6%
SMAM
1371
Sugar Maple Asset Management
Wisconsin
$9.84M +$20.5K +30 +0.2%
AWP
1372
Avid Wealth Partners
Texas
$9.84M +$1.05M +1,531 +11%
AI
1373
Arrien Investments
Idaho
$9.83M -$3.41K -5 -0%
JIC
1374
Joel Isaacson & Co
New York
$9.82M +$382K +560 +4%
MF
1375
Meridian Financial
Massachusetts
$9.79M -$2.05K -3 -0%

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.