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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
GCA
1501
Gallagher Capital Advisors
Texas
$9.71M +$9.44M +12,967 New
FWP
1502
Forefront Wealth Partners
Texas
$9.69M -$246K -338 -3%
BC
1503
Barrett & Company
Rhode Island
$9.67M +$285K +392 +3%
PC
1504
Purewater Capital
Texas
$9.67M +$2.26M +3,110 +32%
SWM
1505
SK Wealth Management
Rhode Island
$9.67M +$1.81M +2,483 +25%
CT
1506
Clearstead Trust
Maine
$9.66M +$757K +1,040 +9%
MCA
1507
MSH Capital Advisors
Arizona
$9.66M -$96.8K -133 -1%
IRP
1508
Investment Research Partners
Pennsylvania
$9.66M -$60.4K -83 -0.6%
PMA
1509
Prudent Man Advisors
Illinois
$9.63M +$646K +887 +7%
DWM
1510
DeLarme Wealth Management
California
$9.62M +$102K +140 +1%
WB
1511
West Bancorporation
Iowa
$9.59M -$358K -491 -4%
TWCA
1512
Two West Capital Advisors
Kansas
$9.55M +$3.7M +5,078 +66%
NWM
1513
Navigoe Wealth Management
California
$9.55M +$351K +482 +4%
CIM
1514
Cambria Investment Management
California
$9.54M +$6.53M +8,965 +238%
FCM
1515
Fortis Capital Management
Washington
$9.52M +$1.37M +1,879 +17%
PAG
1516
Private Advisory Group
Washington
$9.52M -$623K -855 -6%
BCM
1517
Basso Capital Management
Connecticut
$9.52M +$9.26M +12,717 New
IIM
1518
InTrack Investment Management
Vermont
$9.52M +$1.48M +2,026 +19%
BAMG
1519
Brand Asset Management Group
Missouri
$9.51M +$355K +487 +4%
RFPS
1520
Reality Financial Planning Services
Florida
$9.5M -$125K -172 -1%
TA
1521
TFB Advisors
Kansas
$9.5M +$1.41M +1,930 +18%
MWM
1522
McMill Wealth Management
Nebraska
$9.5M -$355K -488 -4%
TCG
1523
Transcendent Capital Group
Oklahoma
$9.41M +$115K +158 +1%
KW
1524
KWB Wealth
California
$9.4M -$809K -1,111 -8%
SMA
1525
Sage Mountain Advisors
Georgia
$9.38M +$528K +725 +6%

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.