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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
PP
1551
PFS Partners
New Jersey
$7.13M +$44.4K +65 +0.6%
CPA
1552
Cardiff Park Advisors
California
$7.11M +$117K +171 +2%
TC
1553
TFR Capital
Texas
$7.09M -$124K -182 -2%
FCM
1554
Fortis Capital Management
Washington
$7.08M +$1.47M +2,158 +25%
AWA
1555
Alta Wealth Advisors
Massachusetts
$7.03M +$1.84M +2,688 +33%
TA
1556
TFB Advisors
Kansas
$7.03M -$6.51M -9,527 -47%
SIC
1557
Salem Investment Counselors
North Carolina
$7.02M -$131K -192 -2%
SG
1558
Strid Group
Pennsylvania
$7.01M +$1.69M +2,476 +30%
IIM
1559
InTrack Investment Management
Vermont
$6.98M +$711K +1,041 +11%
PA
1560
PW Advisors
Florida
$6.96M +$1.46M +2,145 +25%
PCA
1561
PMV Capital Advisers
Texas
$6.92M +$632K +925 +10%
UCB
1562
United Community Bank
South Carolina
$6.87M -$1.03M -1,503 -12%
YLHM
1563
Yelin Lapidot Holdings Management
Israel
$6.85M -$2.48M -3,633 -26%
LIA
1564
LifePlan Investment Advisors
North Carolina
$6.83M +$1.86M +2,721 +35%
MCCP
1565
Mission Creek Capital Partners
California
$6.83M -$77.8K -114 -1%
TWP
1566
Triad Wealth Partners
Kansas
$6.82M +$2M +2,923 +39%
SWM
1567
Selective Wealth Management
Virginia
$6.82M -$118K -173 -2%
BHBT
1568
Burke & Herbert Bank & Trust
Virginia
$6.81M -$83.3K -122 -1%
NG
1569
Norden Group
Utah
$6.8M -$154K -226 -2%
FWP
1570
Firethorn Wealth Partners
Georgia
$6.8M +$167K +244 +2%
VWM
1571
Venturi Wealth Management
Texas
$6.79M -$3.69M -5,411 -34%
GGS
1572
Galvin Gaustad & Stein
Arizona
$6.79M +$1.07M +1,570 +18%
BWA
1573
BlueChip Wealth Advisors
Georgia
$6.76M +$94.9K +139 +1%
ACG
1574
Allen Capital Group
Nebraska
$6.75M +$15K +22 +0.2%
RWP
1575
Ridgecrest Wealth Partners
California
$6.75M +$19.1K +28 +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.