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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
VW
1401
Vantus Wealth
Pennsylvania
$11.4M +$11.1M +15,279 New
KF
1402
Krilogy Financial
Missouri
$11.4M +$760K +1,043 +7%
CASB
1403
Cape Ann Savings Bank
Massachusetts
$11.4M -$99.8K -137 -0.9%
EPM
1404
Elm Partners Management
Pennsylvania
$11.4M +$323K +443 +3%
ISWM
1405
Independent Solutions Wealth Management
New York
$11.3M +$845K +1,160 +8%
MF
1406
Montis Financial
Massachusetts
$11.3M -$71.4K -98 -0.6%
JIC
1407
Joel Isaacson & Co
New York
$11.3M +$12.4K +17 +0.1%
MPW
1408
MASECO Private Wealth
$11.3M -$907K -1,246 -8%
WAL
1409
W Advisors LLC
Tennessee
$11.2M +$2.07M +2,849 +23%
PMFA
1410
Plante Moran Financial Advisors
Michigan
$11.2M +$448K +615 +4%
CD
1411
Chapin Davis
Maryland
$11.2M -$261K -359 -2%
HAC
1412
Harbor Advisory Corp
New Hampshire
$11.2M -$191K -262 -2%
NWMG
1413
National Wealth Management Group
Ohio
$11.1M -$143K -196 -1%
LEA
1414
Legacy Edge Advisors
New York
$11.1M +$394K +541 +4%
TIC
1415
TriCert Investment Counsel
$11.1M +$10.8M +14,775 New
IA
1416
IFC Advisors
California
$11.1M +$6.55K +9 +0.1%
APG
1417
Abacus Planning Group
South Carolina
$11M +$212K +291 +2%
CIC
1418
Chilton Investment Company
Connecticut
$11M +$9.2M +12,632 +596%
LF
1419
Lighthouse Financial
Florida
$11M -$298K -409 -3%
CWM
1420
Curtis Wealth Management
Nevada
$11M +$4.62M +6,339 +75%
5W
1421
5T Wealth
California
$11M +$2.47M +3,392 +30%
SMAM
1422
Sugar Maple Asset Management
Wisconsin
$11M -$248K -341 -2%
IMC
1423
Investment Management Corporation
Virginia
$11M +$37.1K +51 +0.3%
AI
1424
Arrien Investments
Idaho
$11M -$254K -349 -2%
GWP
1425
Gen-Wealth Partners
Michigan
$11M +$750K +1,030 +8%

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.