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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
EDRH
1851
Edmond de Rothschild Holding
Switzerland
$4.29M -$1.26M -1,845 -22%
TWM
1852
Thrive Wealth Management
Pennsylvania
$4.28M +$278K +407 +7%
IA
1853
Insight Advisors
Pennsylvania
$4.28M -$444K -650 -9%
BFO
1854
Boston Family Office
Massachusetts
$4.27M -$7.51K -11 -0.2%
JGIA
1855
Jackson Grant Investment Advisers
Connecticut
$4.26M -$47.8K -70 -1%
LCAM
1856
London & Capital Asset Management
United Kingdom
$4.24M +$634K +928 +17%
SPWM
1857
Straight Path Wealth Management
Michigan
$4.24M +$10.9K +16 +0.2%
IRC
1858
Investors Research Corp
Georgia
$4.24M +$4.78K +7 +0.1%
FBFS
1859
First Business Financial Services
Wisconsin
$4.23M +$410K +601 +10%
IFS
1860
Intelligent Financial Strategies
Minnesota
$4.22M +$1.37K +2 +0%
MPI
1861
Mairs & Power Inc
Minnesota
$4.22M -$13.7K -20 -0.3%
TFP
1862
Triune Financial Partners
Kansas
$4.22M -$109K -160 -2%
HCA
1863
Harbour Capital Advisors
Virginia
$4.21M +$13.7K +20 +0.3%
JMA
1864
J.M. Arbour
Maine
$4.21M +$1.17M +1,719 +36%
CSPIA
1865
Cary Street Partners Investment Advisory
Virginia
$4.21M +$607K +889 +16%
PSA
1866
Plum Street Advisors
Louisiana
$4.2M -$184K -270 -4%
LWA
1867
Lifelong Wealth Advisors
Minnesota
$4.2M +$429K +628 +11%
PCMH
1868
Polymer Capital Management (HK)
Hong Kong
$4.18M +$683K +1,000 +19%
RWPA
1869
Richard W. Paul & Associates
Michigan
$4.18M -$308K -451 -7%
BDWCC
1870
B&D White Capital Company
Texas
$4.17M -$18.1M -26,572 -81%
KWM
1871
Kaydan Wealth Management
Michigan
$4.17M +$109K +159 +3%
MFF
1872
Michels Family Financial
Texas
$4.15M -$15K -22 -0.3%
KHC
1873
Koesten Hirschmann & Crabtree
Kansas
$4.15M
SCP
1874
Sandhill Capital Partners
New York
$4.15M +$2.45M +3,591 +130%
OE
1875
OFS Enterprise
Nebraska
$4.15M +$4.34M +6,349 New

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.