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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
NCM
1451
Nelson Capital Management
California
$8.46M -$488K -715 -5%
SLP
1452
Storen Legacy Partners
Indiana
$8.4M +$7.9M +11,564 +889%
RFPS
1453
Reality Financial Planning Services
Florida
$8.4M -$238K -348 -3%
AWA
1454
Arete Wealth Advisors
Illinois
$8.3M -$2.05M -3,000 -19%
DWM
1455
DeLarme Wealth Management
California
$8.3M +$331K +484 +4%
JHC
1456
J. Hagan Capital
Kentucky
$8.29M +$1.99M +2,919 +30%
SAM
1457
S.A. Mason
Michigan
$8.28M +$1.35M +1,973 +18%
IAIM
1458
International Assets Investment Management
Florida
$8.27M -$1.24M -1,809 -13%
PCM
1459
Presidio Capital Management
California
$8.27M +$1.23M +1,807 +17%
HWA
1460
HighRoad Wealth Advisors
Oregon
$8.27M -$121K -177 -1%
WT
1461
Washington Trust
Rhode Island
$8.26M +$141K +206 +2%
FFS
1462
Fortress Financial Solutions
Arizona
$8.25M +$415K +608 +5%
IIC
1463
Integrated Investment Consultants
Michigan
$8.25M -$1.33M -1,955 -13%
RWM
1464
Riverbend Wealth Management
South Carolina
$8.19M +$236K +346 +3%
BC
1465
Barrett & Company
Rhode Island
$8.18M +$63.5K +93 +0.7%
PRAG
1466
Portfolio Resources Advisor Group
Florida
$8.18M +$2.76M +4,035 +48%
ACM
1467
Absolute Capital Management
Pennsylvania
$8.17M +$3.79M +5,545 +80%
CCG
1468
Catalina Capital Group
California
$8.13M +$436K +639 +5%
TCG
1469
Transcendent Capital Group
Oklahoma
$8.11M +$1.19M +1,750 +16%
SFP
1470
Sterling Financial Planning
New Jersey
$8.1M -$68.3K -100 -0.8%
IWB
1471
Innovative Wealth Building
Maryland
$8.09M +$1.12M +1,645 +15%
FFC
1472
First Financial Corp
Indiana
$8.09M
SL
1473
Salomon & Ludwin
Virginia
$8.08M -$61.5K -90 -0.7%
BWMG
1474
Barnes Wealth Management Group
California
$8.08M +$217K +318 +3%
IFA
1475
Index Fund Advisors
California
$8.06M +$25.9K +38 +0.3%

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.