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iShares Core S&P 500 ETF

3,980 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, 1,773 increasing their positions, 1,517 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: 1,773 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,980 (-21)

1.92% less ownership

Funds ownership: 78.97%77.05% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 1,2761,246 (-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
3,980
Holders Change
-21
Holders Change %
-0.52%
% of All Funds
48.93%
Holding in Top 10
1,246
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-2.35%
% of All Funds
15.32%
New
168
Increased
1,773
Reduced
1,517
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
PGF
1901
Plan Group Financial
Oklahoma
$3.98M -$1.1M -1,607 -21%
LKBC
1902
L.K. Benson & Company
Maryland
$3.97M +$43K +63 +1%
CSIC
1903
Clifford Swan Investment Counsel
California
$3.97M -$85.4K -125 -2%
EFL
1904
ERn Financial LLC
Wisconsin
$3.96M -$41.7K -61 -1%
SGCM
1905
Sanchez Gaunt Capital Management
Nevada
$3.95M +$4.13M +6,045 New
OC
1906
Oakworth Capital
Alabama
$3.94M -$32.1K -47 -0.8%
IA
1907
Invested Advisors
Pennsylvania
$3.93M -$16.4K -24 -0.4%
RMS
1908
Retirement Management Systems
Maryland
$3.92M -$113K -166 -3%
MSA
1909
McAlister Sweet & Associates
Texas
$3.92M -$6.83K -10 -0.2%
OWA
1910
ORBA Wealth Advisors
Illinois
$3.9M +$64.2K +94 +2%
WFA
1911
WestHill Financial Advisors
California
$3.89M -$79.2K -116 -2%
LFA
1912
Legacy Financial Advisors
Kentucky
$3.89M +$85.4K +125 +2%
SDWMA
1913
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.88M +$38.2K +56 +1%
FC
1914
Fulcrum Capital
Washington
$3.84M -$282K -413 -7%
EFH
1915
Eaton Financial Holdings
Florida
$3.83M -$725K -1,062 -15%
WFMPM
1916
Woodley Farra Manion Portfolio Management
Indiana
$3.83M +$161K +236 +4%
AOWM
1917
Asset One Wealth Management
Washington
$3.82M -$182K -266 -5%
ET
1918
Equitable Trust
Tennessee
$3.82M
CIM
1919
Capital Investment Management
Missouri
$3.81M +$1.3M +1,905 +48%
FWM
1920
Fonville Wealth Management
Virginia
$3.81M +$156K +228 +4%
AW
1921
Alaethes Wealth
Nevada
$3.8M +$19.8K +29 +0.5%
GAM
1922
Gemmer Asset Management
California
$3.8M -$47.1K -69 -1%
CL
1923
CIM LLC
New York
$3.79M -$479K -701 -11%
RB
1924
Renasant Bank
Mississippi
$3.79M +$2.83M +4,144 +251%
SWM
1925
Sculati Wealth Management
Michigan
$3.78M +$53.3K +78 +1%

IVV Hedge Fund Activity: Q1 2026 in Review

3,980 of the 8,134 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 1,773 added to existing stakes and 1,517 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.

  • 3,980 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,001 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.