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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
SNB
1401
Security National Bank
Nebraska
$9.35M +$571K +836 +6%
LEA
1402
Legacy Edge Advisors
New York
$9.34M -$542K -793 -5%
SWM
1403
Scissortail Wealth Management
Oklahoma
$9.33M +$1.63M +2,385 +20%
MBWA
1404
Marin Bay Wealth Advisors
California
$9.31M +$53.1M +77,696 +507%
JIP
1405
Jaffetilchin Investment Partners
Florida
$9.29M -$178K -260 -2%
NP
1406
Nilsine Partners
Colorado
$9.25M -$2.52M -3,686 -22%
AWM
1407
Apex Wealth Management
New Hampshire
$9.25M -$74.4K -109 -0.8%
LSIA
1408
LaSalle St. Investment Advisors
Illinois
$9.19M +$203K +297 +2%
FGC
1409
First Growth Capital
Maryland
$9.18M -$378K -554 -4%
ISWM
1410
Independent Solutions Wealth Management
New York
$9.12M +$2.5M +3,663 +36%
SWA
1411
Strategic Wealth Advisors
Arizona
$9.11M +$593K +869 +7%
EFG
1412
Ethos Financial Group
Pennsylvania
$9.1M -$72.4K -106 -0.8%
HNB
1413
Hilltop National Bank
Wyoming
$9.09M -$23.9K -35 -0.3%
NL
1414
NEPC LLC
Massachusetts
$9.07M -$992K -1,452 -9%
CIC
1415
Cutler Investment Counsel
Oregon
$9.05M +$225K +329 +2%
CNC
1416
Canandaigua National Corp
New York
$9.05M +$9.46M +13,857 New
GM
1417
GeoWealth Management
Illinois
$9.04M -$958K -1,403 -9%
SP
1418
Successful Portfolios
Florida
$9.03M +$393K +576 +4%
CCA
1419
Coign Capital Advisors
Utah
$9.02M +$369K +540 +4%
SFC
1420
Strategic Financial Concepts
Texas
$8.96M +$2.81M +4,112 +43%
NG
1421
NatWest Group
United Kingdom
$8.95M -$188K -275 -2%
GWP
1422
Gen-Wealth Partners
Michigan
$8.92M +$1.47M +2,154 +19%
WWC
1423
Waypoint Wealth Counsel
Georgia
$8.91M -$203K -297 -2%
GG
1424
Greenwood Gearhart
Arkansas
$8.91M +$1.26M +1,850 +16%
PA
1425
Procyon Advisors
Connecticut
$8.9M +$477K +699 +5%

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.