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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
AWA
1601
Aletheian Wealth Advisors
Washington
$8.19M -$15.3K -21 -0.2%
SSW
1602
Stone Summit Wealth
Florida
$8.18M -$579K -795 -7%
TCM
1603
Triumph Capital Management
Colorado
$8.18M -$286K -393 -3%
FW
1604
Fidato Wealth
Ohio
$8.16M -$1.02M -1,396 -11%
ICP
1605
Interchange Capital Partners
Pennsylvania
$8.15M +$145K +199 +2%
CFGW
1606
Chancellor Financial Group WB
Pennsylvania
$8.15M -$546K -750 -6%
SIC
1607
SFE Investment Counsel
California
$8.14M -$173K -238 -2%
MFP
1608
Meramec Financial Planners
Missouri
$8.13M +$629K +864 +9%
BWP
1609
Baldwin Wealth Partners
Massachusetts
$8.12M -$151K -208 -2%
PB
1610
Pinnacle Bancorp
Nebraska
$8.1M +$374K +514 +5%
GGS
1611
Galvin Gaustad & Stein
Arizona
$8.07M +$280K +384 +4%
JFGLC
1612
Johnson Financial Group LLC (Colorado)
Colorado
$8.06M +$942K +1,294 +14%
PCA
1613
PMV Capital Advisers
Texas
$8.04M +$101K +139 +1%
BFC
1614
Bedel Financial Consulting
Indiana
$8.03M -$850K -1,167 -10%
YLHM
1615
Yelin Lapidot Holdings Management
Israel
$8.03M +$171K +235 +2%
LIA
1616
Luken Investment Analytics
Tennessee
$8.02M -$434K -596 -5%
CPA
1617
Cardiff Park Advisors
California
$8.01M -$144K -198 -2%
MPI
1618
Mairs & Power Inc
Minnesota
$7.98M +$3.05M +4,193 +65%
JMA
1619
J.M. Arbour
Maine
$7.95M +$3.03M +4,166 +65%
VWM
1620
Venturi Wealth Management
Texas
$7.91M +$122K +167 +2%
CIM
1621
Capital Investment Management
Missouri
$7.86M +$3.39M +4,654 +80%
MWM
1622
Mosley Wealth Management
California
$7.86M -$4.82M -6,615 -39%
PG
1623
Patten Group
Tennessee
$7.84M -$331K -455 -4%
ACG
1624
Allen Capital Group
Nebraska
$7.8M +$56.8K +78 +0.8%
WPC
1625
Waters Parkerson & Co
Louisiana
$7.8M -$593K -814 -7%

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.