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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
VCM
1776
Vivaldi Capital Management
Illinois
$4.79M -$45.1K -66 -0.9%
EIA
1777
Edgemoor Investment Advisors
Maryland
$4.79M +$5.46K +8 +0.1%
MG
1778
Marex Group
$4.79M -$64.9K -95 -1%
OPWM
1779
Oxinas Partners Wealth Management
Indiana
$4.79M +$271K +397 +6%
PCMNC
1780
Piedmont Capital Management (North Carolina)
North Carolina
$4.78M +$2.73K +4 +0.1%
CCM
1781
Chilton Capital Management
Texas
$4.78M +$326K +477 +7%
AB
1782
Atlas Brown
Kentucky
$4.77M -$107K -156 -2%
BI
1783
Berkeley Inc
Idaho
$4.77M -$217K -318 -4%
IBOK
1784
Independence Bank of Kentucky
Kentucky
$4.75M +$14.3K +21 +0.3%
LI
1785
LVZ Inc
Michigan
$4.74M -$702K -1,028 -12%
NAMNJ
1786
NorthStar Asset Management (New Jersey)
New Jersey
$4.74M -$50.5K -74 -1%
WPW
1787
Winthrop Partners - WNY
New York
$4.72M -$38.9K -57 -0.8%
AWMNY
1788
Arcadia Wealth Management (New York)
New York
$4.72M +$737K +1,080 +18%
CPIA
1789
Cornell Pochily Investment Advisors
New York
$4.72M +$52.6K +77 +1%
MWM
1790
Marietta Wealth Management
Georgia
$4.72M -$163K -238 -3%
PAG
1791
Paladin Advisory Group
Iowa
$4.71M -$273K -400 -5%
WPA
1792
West Paces Advisors
Georgia
$4.7M
FCMA
1793
Foresight Capital Management Advisors
Michigan
$4.69M +$69.7K +102 +1%
RMAM
1794
Raab & Moskowitz Asset Management
New Jersey
$4.68M -$223K -327 -4%
TWP
1795
TFO Wealth Partners
Ohio
$4.67M +$683 +1 +0%
HCM
1796
Harvey Capital Management
Florida
$4.66M -$8.88K -13 -0.2%
SPF
1797
South Plains Financial
Texas
$4.66M +$217K +318 +5%
RT
1798
Rockland Trust
Massachusetts
$4.66M -$2.53M -3,699 -34%
BA
1799
Bridgewater Advisors
New York
$4.65M +$44.4K +65 +1%
PI
1800
PFG Investments
New York
$4.64M -$2.4M -3,521 -33%

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.