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iShares Core S&P 500 ETF

3,979 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, 1,772 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

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
3,979
Holders Change
-22
Holders Change %
-0.55%
% 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
1,772
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
AQR Capital Management
176
AQR Capital Management
Connecticut
$342M +$71.9M +105,348 +25%
BFG
177
Bleakley Financial Group
New Jersey
$341M +$81.4M +119,146 +30%
AIA
178
Ally Invest Advisors
North Carolina
$334M +$14.4M +21,125 +4%
AHSSHC
179
Adventist Health System Sunbelt Healthcare Corp
Florida
$333M -$564M -825,584 -62%
HHGA
180
Halbert Hargrove Global Advisors
California
$328M +$1.2M +1,754 +0.4%
FTWA
181
Fifth Third Wealth Advisors
Ohio
$325M -$6.18M -9,056 -2%
William Blair & Company
182
William Blair & Company
Illinois
$317M -$1.76M -2,581 -0.5%
COCM
183
Charter Oak Capital Management
New Hampshire
$317M -$5.26M -7,701 -2%
SA
184
Sanctuary Advisors
Indiana
$314M +$18.1M +26,499 +6%
NB
185
Norinchukin Bank
Japan
$312M +$19.3M +28,200 +6%
TIA
186
Traphagen Investment Advisors
New Jersey
$311M +$2.31M +3,379 +0.7%
CB
187
Commerce Bank
Missouri
$306M +$161M +236,095 +102%
PCIA
188
Prime Capital Investment Advisors
Kansas
$305M +$158M +230,806 +98%
NRI
189
NFP Retirement Inc
California
$303M +$40.9M +59,965 +15%
CBU
190
CIBC Bancorp USA
Illinois
$300M +$314M +459,404 New
RAM
191
Robinhood Asset Management
California
$297M +$28.4M +41,525 +10%
HCC
192
Hirtle Callaghan & Co
Pennsylvania
$295M +$13.9M +20,324 +5%
CFG
193
Citizens Financial Group
Rhode Island
$293M -$6.39M -9,361 -2%
PCG
194
Prosperity Consulting Group
Maryland
$289M +$7.13M +10,435 +2%
CA
195
Clearstead Advisors
Ohio
$286M +$3.2M +4,684 +1%
GAM
196
Gotham Asset Management
New York
$284M +$18.9M +27,684 +7%
CAG
197
Crestwood Advisors Group
Massachusetts
$284M +$57.6M +84,404 +24%
Allspring Global Investments
198
Allspring Global Investments
North Carolina
$284M +$71M +103,925 +32%
BCI
199
Brinker Capital Investments
Pennsylvania
$284M -$50.7M -74,300 -15%
SLF
200
Sun Life Financial
Ontario, Canada
$282M -$2.47M -3,615 -0.8%

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 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.

  • 3,979 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.