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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
SFG
1726
SNS Financial Group
Minnesota
$5.22M -$6.15K -9 -0.1%
SCTC
1727
Sanibel Captiva Trust Company
Florida
$5.21M +$1.13M +1,657 +26%
QCIG
1728
Quad-Cities Investment Group
Iowa
$5.21M -$84.7K -124 -2%
CWM
1729
Capstone Wealth Management
Montana
$5.2M +$109K +160 +2%
RMDI
1730
R.M. Davis Inc
Maine
$5.19M +$1.36M +1,995 +34%
TCM
1731
Traynor Capital Management
Pennsylvania
$5.18M +$225K +329 +4%
BB
1732
Berkshire Bank
Massachusetts
$5.18M +$227K +332 +4%
WAOI
1733
Wealth Advisors of Iowa
Iowa
$5.18M -$538K -788 -9%
RWM
1734
Rockwood Wealth Management
Pennsylvania
$5.16M +$51.2K +75 +1%
AWMG
1735
ADG Wealth Management Group
Louisiana
$5.15M +$2.73K +4 +0.1%
AFS
1736
Access Financial Services
Minnesota
$5.15M -$18.4K -27 -0.3%
MAMG
1737
Milestone Asset Management Group
Connecticut
$5.15M +$15.7K +23 +0.3%
BWP
1738
Burling Wealth Partners
Illinois
$5.13M +$407K +596 +8%
PJSIMP
1739
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.12M +$180K +263 +3%
RI
1740
Rinkey Investments
California
$5.12M -$7.51K -11 -0.1%
MAM
1741
Milestone Asset Management
Pennsylvania
$5.1M +$4.6M +6,731 +624%
PI
1742
Pachira Investments
California
$5.09M -$571K -836 -10%
QPWM
1743
Quadrant Private Wealth Management
Pennsylvania
$5.09M -$626K -917 -11%
SFG
1744
Sage Financial Group
Pennsylvania
$5.09M +$811K +1,188 +18%
STA
1745
Smith Thornton Advisors
Alabama
$5.09M -$49.8K -73 -0.9%
HH
1746
Hilltop Holdings
Texas
$5.08M -$1.19M -1,747 -18%
UOTTAIMCU
1747
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.07M +$137K +200 +3%
SHF
1748
Stage Harbor Financial
Massachusetts
$5.07M -$175K -256 -3%
MCM
1749
Mitchell Capital Management
Kansas
$5.05M -$143K -209 -3%
SOAM
1750
SBI Okasan Asset Management
Japan
$5.05M +$1.09M +1,591 +25%

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.