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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
FWI
1501
Facet Wealth Inc
Maryland
$7.76M +$923K +1,351 +13%
CT
1502
Clearstead Trust
Maine
$7.75M -$260K -381 -3%
JCM
1503
Jacobi Capital Management
Pennsylvania
$7.74M -$130K -190 -2%
CWS
1504
Confluence Wealth Services
Pennsylvania
$7.74M -$167K -244 -2%
LFG
1505
Larson Financial Group
Missouri
$7.71M -$71.7K -105 -0.9%
SMA
1506
Sage Mountain Advisors
Georgia
$7.71M -$130K -190 -2%
RW
1507
Rede Wealth
Virginia
$7.7M +$606K +887 +8%
KIA
1508
KCM Investment Advisors
California
$7.68M -$86.7K -127 -1%
PWP
1509
Prasad Wealth Partners
Ohio
$7.68M -$38.2K -56 -0.5%
SSW
1510
Stone Summit Wealth
Florida
$7.66M +$158K +232 +2%
CWP
1511
Curated Wealth Partners
California
$7.66M -$30.7K -45 -0.4%
MAG
1512
MRA Advisory Group
New Jersey
$7.63M -$5.7M -8,348 -42%
SIC
1513
Sterling Investment Counsel
New York
$7.62M -$247K -361 -3%
WP
1514
Westmount Partners
California
$7.62M +$58K +85 +0.7%
HWM
1515
Hohimer Wealth Management
Washington
$7.6M -$58.7K -86 -0.7%
CFGW
1516
Chancellor Financial Group WB
Pennsylvania
$7.6M +$323K +473 +4%
GWS
1517
Greykasell Wealth Strategies
California
$7.59M -$24.6K -36 -0.3%
ASW
1518
Astoria Strategic Wealth
Texas
$7.58M +$244K +357 +3%
SC
1519
Steph & Co
Wisconsin
$7.57M +$974K +1,427 +14%
TCA
1520
Transcend Capital Advisors
New Jersey
$7.55M +$124K +182 +2%
TAM
1521
Titleist Asset Management
Texas
$7.53M +$3.8M +5,571 +93%
BNMT
1522
Bawa N Mallick Trust
New York
$7.51M -$2.08M -3,043 -21%
Optiver Holding
1523
Optiver Holding
Netherlands
$7.51M +$7.85M +11,495 New
CIR
1524
Clear Investment Research
Georgia
$7.5M -$211K -309 -3%
LWM
1525
Lakeridge Wealth Management
Ohio
$7.5M +$78.5K +115 +1%

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.