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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
CRI
1476
Commonwealth Retirement Investments
Virginia
$8.04M +$2.18M +3,189 +35%
FW
1477
Fidato Wealth
Ohio
$8.03M -$152K -223 -2%
NWM
1478
Navigoe Wealth Management
California
$8.01M +$928K +1,359 +12%
FCC
1479
Flower City Capital
New York
$8M -$99.7K -146 -1%
KGP
1480
Keystone Global Partners
Colorado
$7.99M -$245K -359 -3%
BAMG
1481
Brand Asset Management Group
Missouri
$7.98M +$613K +898 +8%
HT
1482
Heritage Trust
Oklahoma
$7.98M +$700K +1,025 +9%
WP
1483
WealthSpring Partners
California
$7.95M +$694K +1,017 +9%
WAL
1484
W Advisors LLC
Tennessee
$7.94M +$1.17M +1,720 +16%
HP
1485
Holistic Planning
Texas
$7.93M +$1.52M +2,224 +22%
XPN
1486
XY Planning Network
Montana
$7.91M +$1.37M +2,000 +20%
LCWP
1487
Legacy Capital Wealth Partners
Arkansas
$7.91M -$104K -153 -1%
NBWM
1488
North Berkeley Wealth Management
California
$7.88M +$4.31M +6,307 +109%
TS
1489
TradeWell Securities
Indiana
$7.85M +$146K +214 +2%
AIC
1490
Allodium Investment Consultants
Minnesota
$7.84M -$73.1K -107 -0.9%
LOWM
1491
Laurel Oak Wealth Management
New Jersey
$7.84M -$19.1K -28 -0.2%
SAM
1492
Strategy Asset Managers
California
$7.84M +$181K +265 +2%
WIA
1493
Wealthedge Investment Advisors
New York
$7.83M -$74.4K -109 -0.9%
PMA
1494
Prudent Man Advisors
Illinois
$7.82M +$4.75M +6,961 +139%
RPGK
1495
Retirement Planning Group (Kansas)
Kansas
$7.8M +$607K +889 +8%
FA
1496
FDx Advisors
Illinois
$7.8M -$1.4M -2,056 -15%
Fisher Asset Management
1497
Fisher Asset Management
Washington
$7.79M +$3.29M +4,819 +68%
OAC
1498
OMERS Administration Corp
Ontario, Canada
$7.78M
MFP
1499
Meridian Financial Partners
Virginia
$7.77M +$649K +951 +9%
BFC
1500
Bedel Financial Consulting
Indiana
$7.77M +$444K +650 +6%

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.