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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
MWP
1826
Meridian Wealth Partners
Pennsylvania
$4.47M -$93.6K -137 -2%
GFA
1827
Gallagher Fiduciary Advisors
Illinois
$4.47M +$337K +493 +8%
NIM
1828
Northeast Investment Management
Massachusetts
$4.46M -$490K -717 -10%
HWM
1829
Howard Wealth Management
Connecticut
$4.45M +$479K +702 +11%
PFWA
1830
Paces Ferry Wealth Advisors
Georgia
$4.45M -$19.1K -28 -0.4%
EFG
1831
Everhart Financial Group
Ohio
$4.45M +$583K +854 +14%
TSW
1832
Three Seasons Wealth
Utah
$4.43M -$352K -515 -7%
SCA
1833
Sage Capital Advisors
South Dakota
$4.42M +$6.83K +10 +0.1%
SWA
1834
Strategies Wealth Advisors
Michigan
$4.42M +$52.6K +77 +1%
CFG
1835
Cassilly Financial Group
Maryland
$4.42M +$210K +308 +5%
MWPCG
1836
Measured Wealth Private Client Group
New Hampshire
$4.41M -$253K -370 -5%
NJBEST
1837
New Jersey Better Educational Savings Trust
New Jersey
$4.39M +$4.59M +6,724 New
BAM
1838
BOS Asset Management
Illinois
$4.38M -$839K -1,229 -15%
SFO
1839
Stokes Family Office
Louisiana
$4.38M -$124K -182 -3%
SCG
1840
Sonata Capital Group
Washington
$4.37M -$1.37K -2 -0%
FAT
1841
First American Trust
California
$4.36M -$225K -330 -5%
DWS
1842
Discipline Wealth Solutions
South Carolina
$4.36M +$666K +975 +17%
FUBT
1843
First United Bank & Trust
Maryland
$4.35M -$43.7K -64 -1%
OPWM
1844
Oakwell Private Wealth Management
Texas
$4.34M
WAM
1845
WNY Asset Management
New York
$4.34M +$4.54M +6,643 New
CAM
1846
Capital Asset Management
Colorado
$4.33M +$1.13M +1,649 +33%
VR
1847
Vision Retirement
New Jersey
$4.33M -$1.2M -1,753 -21%
FWM
1848
Forza Wealth Management
Florida
$4.31M +$285K +417 +7%
HA
1849
Helium Advisors
Washington
$4.3M -$20.5K -30 -0.5%
GI
1850
GAMMA Investing
California
$4.29M -$834K -1,221 -16%

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.