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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
BC
1626
Burney Company
Virginia
$6.12M -$1.12M -1,641 -15%
TC
1627
Trust Company
Kansas
$6.11M -$1.6M -2,347 -20%
VA
1628
Vident Advisory
Georgia
$6.1M +$320K +468 +5%
HFO
1629
Heritage Family Offices
Arizona
$6.1M -$600K -879 -9%
TH
1630
TCTC Holdings
Texas
$6.09M -$47.1K -69 -0.7%
NB
1631
NBT Bank
New York
$6.08M +$2.38M +3,481 +60%
FFB
1632
First Financial Bankshares
Texas
$6.08M -$768K -1,125 -11%
ICP
1633
Interchange Capital Partners
Pennsylvania
$6.05M -$611K -895 -8%
FBT
1634
First Bank & Trust
South Dakota
$6.05M +$1.68M +2,459 +36%
GIA
1635
Guyasuta Investment Advisors
Pennsylvania
$6.04M -$128K -187 -2%
GWS
1636
Glassman Wealth Services
Virginia
$6.04M -$170K -249 -3%
MFG
1637
Magnus Financial Group
New York
$6.04M +$58.7K +86 +0.9%
OFP
1638
OFC Financial Planning
New Jersey
$6.03M
CIA
1639
Compass Ion Advisors
Pennsylvania
$6.02M -$51.2K -75 -0.8%
PAI
1640
Power Alpha Investment
British Virgin Islands
$6.01M
WSFG
1641
Wall Street Financial Group
Illinois
$6M -$300K -439 -5%
First Trust Advisors
1642
First Trust Advisors
Illinois
$6M -$9.71M -14,215 -61%
EP
1643
Essential Planning
New Hampshire
$6M -$117K -171 -2%
AC
1644
Apella Capital
Connecticut
$5.98M +$2.05M +2,995 +56%
N
1645
Nuveen
North Carolina
$5.97M -$1.19M -1,738 -16%
CNB
1646
Camden National Bank
Maine
$5.96M -$122K -178 -2%
WBC
1647
West Branch Capital
Massachusetts
$5.96M -$9.56K -14 -0.2%
DIA
1648
Dana Investment Advisors
Wisconsin
$5.96M +$552K +809 +10%
SAW
1649
Signal Advisors Wealth
Michigan
$5.94M -$149K -218 -2%
CG
1650
Curat Global
New Hampshire
$5.94M +$2.02M +2,961 +48%

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.