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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
RA
1926
Ruggaard & Associates
Ohio
$3.77M -$133K -195 -3%
TVAMP
1927
Tennessee Valley Asset Management Partners
Tennessee
$3.77M +$1.48M +2,167 +60%
M
1928
MOTCO
Texas
$3.77M -$1.14M -1,668 -22%
FGA
1929
Fortis Group Advisors
New Jersey
$3.75M -$1.46M -2,137 -29%
BWA
1930
Blodgett Wealth Advisors
California
$3.75M +$78.5K +115 +2%
AWA
1931
Aaron Wealth Advisors
Illinois
$3.74M -$186K -272 -5%
IIM
1932
Ipswich Investment Management
Massachusetts
$3.74M +$13K +19 +0.3%
PCH
1933
PGIM Custom Harvest
New Jersey
$3.74M +$233K +341 +6%
FNBTCON
1934
First National Bank & Trust Co of Newtown
Pennsylvania
$3.72M +$1.28M +1,873 +49%
LFP
1935
Leeward Financial Partners
Washington
$3.71M -$90.8K -133 -2%
MAV
1936
Mason & Associates (Virginia)
Virginia
$3.7M
AIM
1937
Aspen Investment Management
Michigan
$3.7M +$90.8K +133 +2%
GWM
1938
Gilpin Wealth Management
Colorado
$3.7M -$43K -63 -1%
BFO
1939
Biltmore Family Office
North Carolina
$3.7M +$80.6K +118 +2%
MFS
1940
Mattson Financial Services
Michigan
$3.69M +$1.55M +2,273 +67%
RIS
1941
Richmond Investment Services
Wisconsin
$3.69M +$786K +1,151 +26%
RCM
1942
Ridgepath Capital Management
Tennessee
$3.69M +$210K +308 +6%
AWM
1943
Alterna Wealth Management
Texas
$3.68M +$803K +1,176 +26%
CIA
1944
Cape Investment Advisory
Georgia
$3.67M +$1.03M +1,503 +37%
IAS
1945
IMA Advisory Services
Colorado
$3.67M
LCC
1946
Lincoln Capital Corp
Rhode Island
$3.66M -$721K -1,056 -16%
FRA
1947
Frank Rimerman Advisors
California
$3.65M
SFWA
1948
Summit Financial Wealth Advisors
Louisiana
$3.64M +$1.18M +1,725 +45%
FWA
1949
FSM Wealth Advisors
Ohio
$3.64M +$82.6K +121 +2%
RFG
1950
REAP Financial Group
Texas
$3.63M +$630K +922 +20%

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.