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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
CWM
1701
Curtis Wealth Management
Nevada
$5.49M +$1.45M +2,125 +34%
CCW
1702
Coastline Complete Wealth
South Carolina
$5.48M +$19.8K +29 +0.3%
PAM
1703
Peak Asset Management
Colorado
$5.48M -$25.9K -38 -0.5%
FCU
1704
Financial Concepts Unlimited
Maine
$5.47M +$5.72M +8,380 New
AT
1705
American Trust
Kentucky
$5.45M -$335K -491 -6%
AO
1706
Advisor OS
Illinois
$5.44M +$2.89M +4,235 +103%
BIG
1707
Brookwood Investment Group
Arizona
$5.43M -$77.8K -114 -1%
1IA
1708
1834 Investment Advisors
Wisconsin
$5.4M -$242K -355 -4%
ZIM
1709
Zacks Investment Management
Illinois
$5.36M +$1.29M +1,885 +30%
AFP
1710
ATX Financial Planning
Texas
$5.36M -$651K -953 -10%
SFC
1711
Sprinkle Financial Consultants
Colorado
$5.33M +$124K +181 +2%
WCM
1712
Winthrop Capital Management
Indiana
$5.33M -$2.16M -3,164 -28%
FC
1713
Financial Council
Maryland
$5.32M -$25.9K -38 -0.5%
MWA
1714
Medallion Wealth Advisors
Connecticut
$5.32M +$331K +485 +6%
JAG
1715
Journey Advisory Group
Kentucky
$5.32M -$1.58M -2,321 -22%
SSWG
1716
Seven Springs Wealth Group
Tennessee
$5.31M -$6.83K -10 -0.1%
PP
1717
Patten & Patten
Tennessee
$5.31M -$11.6K -17 -0.2%
NS
1718
Northland Securities
Minnesota
$5.28M +$71K +104 +1%
CAM
1719
Carret Asset Management
New York
$5.27M +$276K +404 +5%
AP
1720
Americana Partners
Texas
$5.27M +$154K +226 +3%
MFA
1721
Morling Financial Advisors
California
$5.26M -$27.3K -40 -0.5%
RCM
1722
Raleigh Capital Management
North Carolina
$5.26M +$1.39M +2,033 +34%
FPTW
1723
Franklin, Parlapiano, Turner & Welch
Texas
$5.24M
4WM
1724
49 Wealth Management
Texas
$5.24M -$132K -194 -2%
Nomura Asset Management
1725
Nomura Asset Management
Japan
$5.23M -$15.2M -22,260 -74%

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.