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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
CMBA
1576
C.M. Bidwell & Associates
Hawaii
$6.75M
HLCM
1577
Hi-Line Capital Management
South Dakota
$6.75M +$685K +1,003 +11%
HFRG
1578
Houlihan Financial Resource Group
Virginia
$6.75M +$6.83K +10 +0.1%
NC
1579
NovaPoint Capital
Georgia
$6.73M +$224K +328 +3%
PB
1580
Pinnacle Bancorp
Nebraska
$6.73M -$53.3K -78 -0.8%
ZIG
1581
Zurich Insurance Group
Switzerland
$6.71M
BBPWM
1582
Blue Bell Private Wealth Management
Pennsylvania
$6.61M +$279K +409 +4%
CL
1583
CVFG LLC
Indiana
$6.61M +$2.54M +3,721 +58%
VAI
1584
Vanguard Advisers Inc
Pennsylvania
$6.6M +$6.9M +10,110 New
LFAS
1585
Level Four Advisory Services
Texas
$6.6M +$225K +329 +3%
SWM
1586
SK Wealth Management
Rhode Island
$6.59M +$196K +287 +3%
ITB
1587
Idaho Trust Bank
Idaho
$6.58M +$51.9K +76 +0.8%
LWMNY
1588
Landmark Wealth Management (New York)
New York
$6.57M +$260K +381 +4%
TIAM2
1589
Tru Independence Asset Management 2
Oregon
$6.54M +$748K +1,095 +12%
CCP
1590
Cassia Capital Partners
North Carolina
$6.54M -$3.11M -4,559 -31%
PWM
1591
Power Wealth Management
Georgia
$6.53M -$55.3K -81 -0.8%
BPC
1592
Banque Pictet & Cie
Switzerland
$6.53M
WF
1593
WinCap Financial
Massachusetts
$6.53M -$238K -348 -3%
BDF
1594
Black Diamond Financial
Maryland
$6.52M +$609K +892 +10%
MAM
1595
MMA Asset Management
Pennsylvania
$6.5M -$3.85M -5,637 -36%
BWA
1596
Bestgate Wealth Advisors
Maryland
$6.49M -$49.2K -72 -0.7%
VPW
1597
Variant Private Wealth
Virginia
$6.49M +$11.6K +17 +0.2%
LSPW
1598
Lake Street Private Wealth
Illinois
$6.45M +$5.46K +8 +0.1%
KPWM
1599
KDK Private Wealth Management
Texas
$6.44M -$20.5K -30 -0.3%
VF
1600
Vawter Financial
Ohio
$6.43M +$150K +220 +2%

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.