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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
PC
1651
Permanens Capital
New York
$7.4M +$6.73M +9,241 +1,446%
KPWM
1652
KDK Private Wealth Management
Texas
$7.4M -$47.3K -65 -0.7%
PWM
1653
Power Wealth Management
Georgia
$7.37M -$109K -149 -1%
SWA
1654
Stratos Wealth Advisors
Ohio
$7.37M +$114K +156 +2%
KIM
1655
Kestra Investment Management
Texas
$7.37M +$1.7M +2,332 +31%
WF
1656
WinCap Financial
Massachusetts
$7.34M -$141K -194 -2%
LWMNY
1657
Landmark Wealth Management (New York)
New York
$7.33M -$202K -278 -3%
AFA
1658
AA Financial Advisors
Ohio
$7.33M +$1.6M +2,191 +29%
WAG
1659
Windsor Advisory Group
Ohio
$7.3M
VPW
1660
Variant Private Wealth
Virginia
$7.29M -$149K -205 -2%
BFW
1661
Brady Family Wealth
Missouri
$7.28M +$68.5K +94 +1%
MAM
1662
MMA Asset Management
Pennsylvania
$7.27M -$184K -253 -3%
RMDI
1663
R.M. Davis Inc
Maine
$7.26M +$1.28M +1,753 +22%
PPA
1664
Pacific Point Advisors
California
$7.24M +$5.58M +7,667 +382%
MCI
1665
MRP Capital Investments
Georgia
$7.21M -$12.4K -17 -0.2%
PF
1666
PlanVest Financial
Maryland
$7.21M -$36.4K -50 -0.5%
SCTC
1667
Sanibel Captiva Trust Company
Florida
$7.21M +$1.2M +1,646 +21%
GWS
1668
Glassman Wealth Services
Virginia
$7.17M +$238K +327 +4%
AAS
1669
Annex Advisory Services
Wisconsin
$7.16M -$26.9K -37 -0.4%
KOC
1670
Koss-Olinger Consulting
Florida
$7.13M -$1.35M -1,850 -16%
MSAGDF
1671
Moneda SA Administradora General de Fondos
Chile
$7.12M +$6.92M +9,508 New
LSPW
1672
Lake Street Private Wealth
Illinois
$7.12M -$272K -373 -4%
GLLW
1673
Graves Light Lenhart Wealth
Virginia
$7.11M -$70.6K -97 -1%
DWP
1674
Daymark Wealth Partners
Ohio
$7.1M -$130K -179 -2%
BC
1675
Burney Company
Virginia
$7.09M +$77.9K +107 +1%

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.