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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
DWA
1376
Davis Wealth Advisors
New Hampshire
$9.78M +$1.59M +2,330 +18%
MW
1377
Maia Wealth
Colorado
$9.77M -$406K -594 -4%
SL
1378
SFM LLC
New Hampshire
$9.75M -$214K -314 -2%
MSA
1379
Marathon Strategic Advisors
Pennsylvania
$9.75M -$64.9K -95 -0.6%
CWA
1380
Canvas Wealth Advisors
Kansas
$9.73M -$9.9M -14,499 -49%
QCM
1381
QRG Capital Management
Illinois
$9.73M +$423K +620 +4%
KP
1382
Keel Point
Alabama
$9.71M +$3.63M +5,323 +56%
GP
1383
Geneva Partners
Wisconsin
$9.68M -$1.68M -2,460 -14%
GHA
1384
Granite Harbor Advisors
Texas
$9.66M -$910K -1,332 -8%
IA
1385
IFC Advisors
California
$9.64M -$811K -1,187 -7%
Bank Julius Baer & Co
1386
Bank Julius Baer & Co
Switzerland
$9.61M -$862K -1,263 -8%
Luther King Capital Management (LKCM)
1387
Luther King Capital Management (LKCM)
Texas
$9.61M
EC
1388
EdgeRock Capital
Colorado
$9.6M -$319K -467 -3%
IMC
1389
Investment Management Corporation
Virginia
$9.58M -$66.2K -97 -0.7%
MFC
1390
Mechanics Financial Corp
Ohio
$9.56M -$39.6K -58 -0.4%
MA
1391
Marquette Associates
Illinois
$9.55M +$9.77M +14,311 +4,723%
JSL
1392
JT Stratford LLC
Georgia
$9.54M +$279K +408 +3%
AAMC
1393
Asset Allocation & Management Company
Illinois
$9.53M -$171K -250 -2%
CWP
1394
Cornerstone Wealth Partners
Michigan
$9.52M +$1.71M +2,500 +21%
APG
1395
Abacus Planning Group
South Carolina
$9.45M +$155K +227 +2%
PMFA
1396
Plante Moran Financial Advisors
Michigan
$9.39M -$117K -171 -1%
1CP
1397
1015 Capital Partners
Pennsylvania
$9.37M +$494K +724 +5%
EPM
1398
Elm Partners Management
Pennsylvania
$9.36M +$90.8K +133 +0.9%
KW
1399
KWB Wealth
California
$9.35M
CA
1400
COFG Advisors
Illinois
$9.35M -$307K -450 -3%

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.