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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
JRPCML
1601
J. R. Prunier Capital Management LLC
Massachusetts
$6.43M +$803K +1,176 +14%
PC
1602
Purewater Capital
Texas
$6.4M +$6.69M +9,800 New
PW
1603
PUREfi Wealth
Massachusetts
$6.39M +$2.47M +3,624 +59%
WAG
1604
Windsor Advisory Group
Ohio
$6.37M
FP
1605
Fiduciary Planning
Florida
$6.35M +$727K +1,065 +12%
SWA
1606
Stratos Wealth Advisors
Ohio
$6.32M -$12.7M -18,585 -66%
PF
1607
PlanVest Financial
Maryland
$6.32M +$6.61M +9,674 New
DWP
1608
Daymark Wealth Partners
Ohio
$6.31M -$210K -307 -3%
MCI
1609
MRP Capital Investments
Georgia
$6.3M +$683 +1 +0%
PFBT
1610
Parkside Financial Bank & Trust
Missouri
$6.3M -$71K -104 -1%
BFW
1611
Brady Family Wealth
Missouri
$6.28M +$315K +462 +5%
AAS
1612
Annex Advisory Services
Wisconsin
$6.27M -$226K -331 -3%
GLLW
1613
Graves Light Lenhart Wealth
Virginia
$6.27M -$40.3K -59 -0.6%
LBC
1614
Lane Brothers & Co
Arizona
$6.26M -$555K -813 -8%
DF
1615
Dunhill Financial
United Kingdom
$6.25M +$2.3M +3,363 +54%
FG
1616
Fiduciary Group
Georgia
$6.25M -$7.51K -11 -0.1%
SEI Investments
1617
SEI Investments
Pennsylvania
$6.23M -$26.5M -38,868 -80%
BW
1618
Blalock Williams
Alabama
$6.22M +$1.44M +2,114 +29%
DWM
1619
Daner Wealth Management
Georgia
$6.21M -$10.9K -16 -0.2%
1NWS
1620
1 North Wealth Services
Maryland
$6.2M +$32.8K +48 +0.5%
LWL
1621
Leo Wealth LLC
Texas
$6.2M -$658K -964 -9%
TCWA
1622
Turtle Creek Wealth Advisors
Texas
$6.2M -$938K -1,374 -13%
JFGLC
1623
Johnson Financial Group LLC (Colorado)
Colorado
$6.18M +$678K +993 +12%
FCA
1624
FLC Capital Advisors
California
$6.17M +$48.5K +71 +0.8%
NAAA
1625
New Age Alpha Advisors
New York
$6.15M +$1.23M +1,806 +24%

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.