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iShares Core S&P 500 ETF

3,979 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, 1,772 increasing their positions, 1,517 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

1.92% less ownership

Funds ownership: 78.97%77.05% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 1,2761,246 (-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
3,979
Holders Change
-22
Holders Change %
-0.55%
% of All Funds
48.93%
Holding in Top 10
1,246
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-2.35%
% of All Funds
15.32%
New
168
Increased
1,772
Reduced
1,517
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
HTC
151
Haverford Trust Company
Pennsylvania
$399M -$82.3M -120,547 -16%
OWM
152
Orgel Wealth Management
Wisconsin
$398M +$35.7M +52,351 +9%
BCP
153
BSN Capital Partners
United Kingdom
$397M +$158M +231,500 +63%
SGI
154
Swan Global Investments
Colorado
$396M -$15.7M -23,015 -4%
GF
155
Genworth Financial
Virginia
$393M
HFS
156
Hantz Financial Services
Michigan
$392M +$83.9M +122,823 +26%
ACM
157
Agave Capital Management
$387M +$272M +397,971 +194%
SIC
158
Sigma Investment Counselors
Michigan
$383M -$10.7M -15,696 -3%
LWIC
159
Leith Wheeler Investment Counsel
British Columbia, Canada
$377M -$66.3M -97,112 -14%
OAM
160
OP Asset Management
$373M +$16.8M +24,640 +5%
NAM
161
Nissay Asset Management
Japan
$367M +$29.3M +42,954 +8%
CCMG
162
Clark Capital Management Group
Pennsylvania
$365M +$17.8M +26,101 +5%
LWMT
163
Legacy Wealth Management (Tennessee)
Tennessee
$364M +$8.98M +13,158 +2%
MGIA
164
Moneta Group Investment Advisors
Missouri
$360M +$6.97M +10,210 +2%
MWA
165
Midland Wealth Advisors
Illinois
$358M +$31.4M +45,925 +9%
FWIA
166
Fort Washington Investment Advisors
Ohio
$358M +$18.8M +27,593 +5%
SC
167
Soundwatch Capital
Connecticut
$355M +$173M +253,470 +87%
TCIIS
168
TIAA-CREF Individual & Institutional Services
New York
$351M +$367M +537,707 New
AWM
169
AE Wealth Management
Kansas
$350M +$19.6M +28,692 +6%
JSW
170
Journey Strategic Wealth
New Jersey
$349M -$7.1M -10,398 -2%
State Street
171
State Street
Massachusetts
$348M +$3.74M +5,479 +1%
AssetMark Inc
172
AssetMark Inc
California
$345M -$314M -460,450 -47%
KA
173
Klingman & Associates
New York
$344M +$8.54M +12,506 +2%
RWM
174
Ritholtz Wealth Management
New York
$344M -$5.88M -8,604 -2%
BOF
175
Bank of Finland
Finland
$342M +$965K +1,413 +0.3%

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 added to existing stakes and 1,517 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.

  • 3,979 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,001 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.