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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
PWG
1876
Portside Wealth Group
Utah
$4.15M -$361K -528 -8%
FPW
1877
Flywheel Private Wealth
California
$4.15M -$55.3K -81 -1%
CBT
1878
CoreFirst Bank & Trust
Kansas
$4.14M +$188K +275 +5%
CFA
1879
Cahill Financial Advisors
Minnesota
$4.14M -$395K -578 -8%
KBFS
1880
Kohmann Bosshard Financial Services
Ohio
$4.13M
HIF
1881
Hill Island Financial
Michigan
$4.12M -$3.41K -5 -0.1%
AIM
1882
Allen Investment Management
New York
$4.12M +$184K +269 +4%
AT
1883
Arlington Trust
Alabama
$4.11M
GWM
1884
GDS Wealth Management
Texas
$4.1M +$162K +237 +4%
TPWM
1885
Torrey-Payne Wealth Management
California
$4.09M +$242K +355 +6%
OKSA
1886
O'Keefe Stevens Advisory
New York
$4.09M +$4.28M +6,268 New
LWP
1887
Laurel Wealth Planning
Minnesota
$4.09M +$130K +190 +3%
FCB
1888
First County Bank
Connecticut
$4.07M
RBC
1889
Romano Brothers & Co
Illinois
$4.07M -$20.5K -30 -0.5%
BHPW
1890
Beverly Hills Private Wealth
California
$4.07M +$89.5K +131 +2%
SMBT
1891
Southern Michigan Bank & Trust
Michigan
$4.06M +$4.25M +6,221 New
AFA
1892
Antonelli Financial Advisors
Michigan
$4.06M -$1.45M -2,121 -25%
WMN
1893
Wealth Management Nebraska
Nebraska
$4.05M +$17.1K +25 +0.4%
ZIC
1894
ZWJ Investment Counsel
Georgia
$4.04M -$33.5K -49 -0.8%
BPWM
1895
BCS Private Wealth Management
New Jersey
$4.04M
EK
1896
Evensky & Katz
Florida
$4.01M -$150K -219 -3%
SW
1897
SMART Wealth
Nebraska
$4.01M +$1.65M +2,419 +65%
TF
1898
Tudor Financial
Ohio
$4M -$64.9K -95 -2%
MA
1899
Mezzasalma Advisors
New Jersey
$4M +$663K +971 +19%
GJWM
1900
Gilliland Jeter Wealth Management
Arkansas
$3.99M -$22.5K -33 -0.5%

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.