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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
GSIS
1976
Global Strategic Investment Solutions
Arizona
$3.43M +$2.05K +3 +0.1%
MWM
1977
Mattern Wealth Management
Kansas
$3.43M -$164K -240 -4%
Connor, Clark & Lunn Investment Management (CC&L)
1978
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.43M
TWM
1979
Tolleson Wealth Management
Texas
$3.42M -$386K -565 -10%
MJRIC
1980
Mogy Joel R Investment Counsel
California
$3.42M
RIP
1981
RAM Investment Partners
Washington
$3.42M +$2.73M +3,994 +324%
BPFA
1982
Barnes Pettey Financial Advisors
Mississippi
$3.41M +$109K +159 +3%
LSA
1983
Lansing Street Advisors
Pennsylvania
$3.41M -$104K -152 -3%
AP
1984
Appleton Partners
Massachusetts
$3.4M -$12.3K -18 -0.3%
SBLIC
1985
Security Benefit Life Insurance Company
Kansas
$3.4M -$888K -1,300 -20%
EWM
1986
Elmwood Wealth Management
California
$3.39M +$3.55M +5,196 New
DCM
1987
Donaldson Capital Management
Indiana
$3.39M -$141K -207 -4%
HFS
1988
Hopwood Financial Services
Virginia
$3.38M +$268K +392 +8%
TP
1989
Tranquility Partners
Tennessee
$3.38M -$14.3K -21 -0.4%
MWM
1990
Maripau Wealth Management
Indiana
$3.37M +$580K +849 +20%
GFPC
1991
Global Financial Private Client
Florida
$3.37M +$169K +247 +5%
AIA
1992
Arcadia Investment Advisors
Idaho
$3.36M -$4.1K -6 -0.1%
VAG
1993
VisionPoint Advisory Group
Texas
$3.34M -$1.45M -2,126 -29%
SCFS
1994
Stewardship Concepts Financial Services
Washington
$3.33M +$360K +527 +12%
PCMF
1995
Private Capital Management (Florida)
Florida
$3.32M +$115K +169 +3%
S
1996
Sunpointe
Missouri
$3.31M +$3.17M +4,642 +1,075%
CFB
1997
Cullen/Frost Bankers
Texas
$3.3M +$239K +350 +7%
IUHSA
1998
Itau Unibanco Holding S.A.
Brazil
$3.29M -$26.9M -39,376 -89%
EAM
1999
Evanson Asset Management
California
$3.29M -$683 -1 -0%
ATWA
2000
Arbor Trust Wealth Advisors
Michigan
$3.28M -$47.8K -70 -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.