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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
CC
1951
Corsicana & Co
Texas
$3.62M -$71.7K -105 -2%
CCM
1952
Condor Capital Management
New Jersey
$3.6M -$112K -164 -3%
LWM
1953
Lyell Wealth Management
California
$3.59M -$63.5K -93 -2%
RF
1954
Roxbury Financial
New Jersey
$3.59M +$197K +288 +6%
BM
1955
Berman McAleer
Maryland
$3.59M +$62.8K +92 +2%
AIP
1956
ARS Investment Partners
New York
$3.58M +$4.78K +7 +0.1%
FA
1957
Fountainhead AM
New Jersey
$3.58M +$197K +288 +6%
OCPWS
1958
One Charles Private Wealth Services
Massachusetts
$3.55M +$21.2K +31 +0.6%
TF
1959
Tenzing Financial
Virginia
$3.55M -$2.05K -3 -0.1%
WCL
1960
Wealth Care LLC
Florida
$3.54M +$3.7M +5,423 New
ONST
1961
Old North State Trust
North Carolina
$3.52M
ACP
1962
Arcus Capital Partners
Georgia
$3.52M -$4.14M -6,060 -53%
BOJHT
1963
Bank of Jackson Hole Trust
Wyoming
$3.52M -$2.12M -3,108 -37%
SFO
1964
Stenger Family Office
Illinois
$3.5M +$1.37K +2 +0%
RWMG
1965
Redwood Wealth Management Group
New Jersey
$3.49M -$17.8K -26 -0.5%
EP
1966
Essential Partners
California
$3.49M +$182K +267 +5%
NCG
1967
Newport Capital Group
New Jersey
$3.49M
ADL
1968
Asset Dedication LLC
California
$3.48M +$108K +158 +3%
EGWAG
1969
Elwood & Goetz Wealth Advisory Group
Georgia
$3.47M -$73.7K -108 -2%
EWP
1970
Evergreen Wealth Partners
Montana
$3.46M +$1.79M +2,616 +98%
GF
1971
Goodman Financial
Texas
$3.45M
SCM
1972
Schnieders Capital Management
California
$3.44M -$5.46K -8 -0.2%
EWA
1973
Encompass Wealth Advisors
Oregon
$3.43M -$115K -169 -3%
CFG
1974
Certior Financial Group
Pennsylvania
$3.43M +$115K +169 +3%
VWM
1975
Vigil Wealth Management
Florida
$3.43M -$98.3K -144 -3%

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.