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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
JPWM
1651
Jamison Private Wealth Management
Georgia
$5.93M +$172K +252 +3%
MWA
1652
Madson Wealth Advisors
California
$5.93M +$6.2M +9,081 New
CCWM
1653
Cassaday & Co Wealth Management
Virginia
$5.92M +$339K +496 +6%
VAM
1654
Verity Asset Management
North Carolina
$5.89M +$191K +279 +3%
SFG
1655
Sunburst Financial Group
Alabama
$5.89M -$31.4K -46 -0.5%
BPW
1656
BlueDoor Private Wealth
Massachusetts
$5.87M -$14.3K -21 -0.2%
MPWS
1657
McCarter Private Wealth Services
Massachusetts
$5.86M -$38.9K -57 -0.6%
SWM
1658
Stockman Wealth Management
Montana
$5.85M -$36.9K -54 -0.6%
GA
1659
GSG Advisors
New Jersey
$5.83M +$205K +300 +3%
FNWM
1660
Financial Network Wealth Management
Utah
$5.83M -$122K -178 -2%
B
1661
Bayban
Minnesota
$5.81M -$17.1K -25 -0.3%
CFG
1662
Cooper Financial Group
California
$5.81M +$1.54M +2,258 +34%
DWM
1663
Defined Wealth Management
Oregon
$5.8M +$6.83K +10 +0.1%
ESB
1664
Essex Savings Bank
Connecticut
$5.8M -$124K -182 -2%
BMC
1665
Bear Mountain Capital
Washington
$5.79M
LA
1666
Lifeworks Advisors
Michigan
$5.78M -$1.75M -2,565 -22%
JJBC
1667
James J. Burns & Company
New York
$5.78M -$251K -368 -4%
ACA
1668
Atlas Capital Advisors
Wyoming
$5.76M +$230K +337 +4%
PWA
1669
Perspective Wealth Advisors
Colorado
$5.75M +$113K +166 +2%
AF
1670
Affiance Financial
Minnesota
$5.73M -$86.7K -127 -1%
DWM
1671
Dogwood Wealth Management
Kansas
$5.73M
VPIM
1672
Vanguard Personalized Indexing Management
California
$5.71M +$135K +197 +2%
PWPS
1673
Pinnacle Wealth Planning Services
Ohio
$5.7M +$290K +425 +5%
KCP
1674
Kera Capital Partners
California
$5.7M -$28.7K -42 -0.5%
AIC
1675
Ayalon Insurance Company
Israel
$5.68M +$535K +784 +10%

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.