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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
CA
1426
Continuum Advisory
Idaho
$8.88M +$90.8K +133 +1%
PAG
1427
Private Advisory Group
Washington
$8.87M -$104K -153 -1%
AWM
1428
Activest Wealth Management
Florida
$8.83M -$2.62M -3,832 -22%
SIC
1429
Shoker Investment Counsel
Ohio
$8.82M -$147K -215 -2%
FHC
1430
First Heartland Consultants
Missouri
$8.81M +$2.92M +4,272 +46%
AC
1431
AWM Capital
Arizona
$8.8M -$50.5K -74 -0.5%
WA
1432
WPG Advisers
Maryland
$8.78M +$727K +1,064 +9%
FFA
1433
Founders Financial Alliance
North Carolina
$8.76M -$228K -334 -2%
BP
1434
BWM Planning
Texas
$8.74M -$1.73M -2,527 -16%
RP
1435
Riverwater Partners
Wisconsin
$8.73M +$1.89M +2,764 +26%
MFG
1436
Mendota Financial Group
Wisconsin
$8.73M +$8.19K +12 +0.1%
IIC
1437
Ironwood Investment Counsel
Arizona
$8.72M -$209K -306 -2%
PAI
1438
Pittenger & Anderson Inc
Nebraska
$8.71M -$322K -472 -3%
GWA
1439
Genesis Wealth Advisors
Massachusetts
$8.69M -$191K -280 -2%
WB
1440
West Bancorporation
Iowa
$8.69M +$79.9K +117 +0.9%
FWP
1441
Forefront Wealth Partners
Texas
$8.67M +$1.37M +2,011 +18%
QP
1442
Quartz Partners
New York
$8.65M +$531K +778 +6%
LHP
1443
Lexington Hill Partners
Texas
$8.62M +$19.8K +29 +0.2%
MWM
1444
McMill Wealth Management
Nebraska
$8.61M +$34.1K +50 +0.4%
CWM
1445
C2C Wealth Management
Arizona
$8.53M +$49.8K +73 +0.6%
LG
1446
Leuthold Group
Minnesota
$8.52M -$23.9K -35 -0.3%
MCA
1447
MSH Capital Advisors
Arizona
$8.51M -$16.4K -24 -0.2%
TPI
1448
Trust Point Inc
Wisconsin
$8.5M -$90.1K -132 -1%
GCM
1449
Granby Capital Management
Florida
$8.49M -$2.73M -4,000 -24%
IRP
1450
Investment Research Partners
Pennsylvania
$8.48M -$62.1K -91 -0.7%

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.