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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
SPW
1676
Sonoma Private Wealth
California
$5.68M +$195K +285 +3%
TWP
1677
Tempus Wealth Planning
California
$5.67M -$43.7K -64 -0.7%
T
1678
TrueFG
Texas
$5.67M -$207K -303 -3%
CFO
1679
Colony Family Offices
North Carolina
$5.67M +$720K +1,055 +14%
KFSN
1680
Keystone Financial Services (Nebraska)
Nebraska
$5.67M +$141K +207 +2%
AIA
1681
Accelerate Investment Advisors
California
$5.65M +$863K +1,264 +17%
LAS
1682
Legacy Advisory Services
Pennsylvania
$5.65M +$104K +153 +2%
SWP
1683
Semus Wealth Partners
Florida
$5.65M +$436K +638 +8%
KCM
1684
Kennicott Capital Management
California
$5.65M -$27.3K -40 -0.5%
OFG
1685
Opulen Financial Group
Virginia
$5.64M +$590K +864 +11%
FAM
1686
Forte Asset Management
New York
$5.62M -$1.68M -2,465 -22%
HPC
1687
HM Payson & Co
Maine
$5.6M +$424K +621 +8%
NHC
1688
Nicholas Hoffman & Company
Georgia
$5.59M -$46.4K -68 -0.8%
QWM
1689
Quadcap Wealth Management
Texas
$5.59M +$13.7K +20 +0.2%
FFM
1690
Forum Financial Management
Illinois
$5.58M -$561K -821 -9%
BWA
1691
BCU Wealth Advisors
Illinois
$5.58M +$1.35M +1,974 +30%
WA
1692
WESPAC Advisors
California
$5.58M -$3.42M -5,008 -37%
ML
1693
Mayport LLC
Massachusetts
$5.57M +$3.17M +4,648 +120%
KL
1694
KWMG LLC
Kansas
$5.55M -$5.46K -8 -0.1%
HIP
1695
HUB Investment Partners
Texas
$5.55M +$1.19M +1,738 +26%
TWCA
1696
Two West Capital Advisors
Kansas
$5.53M +$1.15M +1,688 +28%
SFPG
1697
Stonebridge Financial Planning Group
Florida
$5.53M -$329K -482 -5%
AWM
1698
Arista Wealth Management
Nevada
$5.52M +$43K +63 +0.8%
SJIM
1699
St. Johns Investment Management
Florida
$5.5M -$164K -240 -3%
MAG
1700
M3 Advisory Group
Massachusetts
$5.49M +$17.8K +26 +0.3%

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.