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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
BHC
1526
Bull Harbor Capital
Maryland
$7.49M +$7.83M +11,470 New
UFA
1527
Unify Financial Advisors
Florida
$7.48M +$1.17M +1,709 +18%
CAN
1528
Capital Advisor Network
Indiana
$7.45M +$7.79M +11,402 New
IF
1529
Intrua Financial
Texas
$7.45M +$157K +230 +2%
KOC
1530
Koss-Olinger Consulting
Florida
$7.43M -$327K -479 -4%
AWA
1531
Asempa Wealth Advisors
Louisiana
$7.43M -$268K -393 -3%
DWM
1532
DKM Wealth Management
California
$7.41M +$208K +305 +3%
5W
1533
5T Wealth
California
$7.4M +$390K +571 +5%
TCM
1534
Triumph Capital Management
Colorado
$7.39M +$129K +189 +2%
AFC
1535
Avise Financial Cooperative
California
$7.39M +$140K +205 +2%
LIA
1536
Luken Investment Analytics
Tennessee
$7.38M -$460K -673 -6%
WPC
1537
Waters Parkerson & Co
Louisiana
$7.34M -$15M -21,938 -66%
WMWM
1538
Wilkins Miller Wealth Management
Alabama
$7.33M -$460K -674 -6%
FWP
1539
FAS Wealth Partners
Kansas
$7.32M -$166K -243 -2%
BPWM
1540
Badgley Phelps Wealth Managers
Washington
$7.3M -$85.4K -125 -1%
OMC
1541
Old Mission Capital
Illinois
$7.27M -$7.4M -10,833 -49%
SIC
1542
SFE Investment Counsel
California
$7.26M +$2.11M +3,090 +39%
CCA
1543
Cadent Capital Advisors
Oklahoma
$7.22M +$183K +268 +2%
BWP
1544
Baldwin Wealth Partners
Massachusetts
$7.21M -$2.9M -4,253 -28%
WCG
1545
Wall Capital Group
Arizona
$7.2M +$94.9K +139 +1%
MFP
1546
Meramec Financial Planners
Missouri
$7.18M -$437K -640 -6%
RWA
1547
Redhawk Wealth Advisors
Minnesota
$7.17M +$345K +505 +5%
AWA
1548
Aletheian Wealth Advisors
Washington
$7.15M +$7.48M +10,953 New
SAM
1549
Smithbridge Asset Management
Pennsylvania
$7.15M +$4.42M +6,475 +145%
PG
1550
Patten Group
Tennessee
$7.14M -$287K -420 -4%

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.