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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
AA
1751
Alpha Advisors
Virginia
$5.05M -$53.9K -79 -1%
WIC
1752
Woodmont Investment Counsel
Tennessee
$5.05M +$378K +554 +8%
FP
1753
Financial Perspectives
Minnesota
$5.02M +$137K +200 +3%
SSCM
1754
Spectrum Strategic Capital Management
Oregon
$5M -$294K -430 -5%
RF
1755
Rossby Financial
Florida
$4.99M +$1.96M +2,873 +61%
MIM
1756
Macroview Investment Management
Maryland
$4.98M +$171K +251 +3%
AA
1757
Auxano Advisors
Washington
$4.98M -$43K -63 -0.8%
AA
1758
Aufman Associates
Pennsylvania
$4.98M -$51.9K -76 -1%
Q1WB
1759
Quest 10 Wealth Builders
Virginia
$4.98M +$38.9K +57 +0.8%
ACM
1760
Armbruster Capital Management
New York
$4.97M +$669K +980 +15%
AFA
1761
AA Financial Advisors
Ohio
$4.96M -$1.44M -2,113 -22%
WEG
1762
World Equity Group
Illinois
$4.93M -$198K -290 -4%
RG
1763
Rathbones Group
United Kingdom
$4.92M -$173K -254 -3%
SWM
1764
SHP Wealth Management
Massachusetts
$4.92M -$235K -344 -4%
AIP
1765
Avail Investment Partners
Pennsylvania
$4.91M +$5.14M +7,520 New
KIM
1766
Kestra Investment Management
Texas
$4.9M +$657K +962 +15%
PPWM
1767
Perissos Private Wealth Management
Oklahoma
$4.9M -$4.21M -6,167 -45%
TCM
1768
Tufton Capital Management
Maryland
$4.9M +$163K +238 +3%
TCOTS
1769
Trust Company of the South
North Carolina
$4.84M -$32.8K -48 -0.6%
IWC
1770
Infinity Wealth Counsel
Ohio
$4.84M +$25.9K +38 +0.5%
NRG
1771
Nemes Rush Group
Michigan
$4.84M -$358K -524 -7%
TS
1772
Triglav Skladi
Slovenia
$4.84M -$58K -85 -1%
PWW
1773
Pettyjohn Wood & White
Virginia
$4.82M -$2.05K -3 -0%
MAM
1774
Madison Asset Management
Wisconsin
$4.82M +$137K +200 +3%
SIA
1775
Stegner Investment Associates
Kentucky
$4.82M +$30.7K +45 +0.6%

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.