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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
AIM
2001
Arcadia Investment Management
Michigan
$3.28M -$106K -155 -3%
Vontobel Holding
2002
Vontobel Holding
Switzerland
$3.28M -$367K -537 -10%
IP
2003
Investment Partners
Ohio
$3.27M -$80.6K -118 -2%
CAM
2004
Cidel Asset Management
Ontario, Canada
$3.27M
EP
2005
Edgestream Partners
New Jersey
$3.26M -$13.5M -19,808 -80%
WA
2006
Westfuller Advisors
New York
$3.26M +$525K +769 +18%
GWM
2007
Gibbs Wealth Management
Georgia
$3.25M +$2.05M +3,001 +152%
ME
2008
McIlrath & Eck
Washington
$3.25M -$128K -188 -4%
SWA
2009
Sterling Wealth Advisors
Florida
$3.24M -$23.9K -35 -0.8%
PPWP
2010
Premier Path Wealth Partners
New Jersey
$3.24M +$118K +173 +4%
CF
2011
Centaurus Financial
California
$3.24M +$62.8K +92 +2%
PWM
2012
Praetorian Wealth Management
California
$3.24M -$25.9K -38 -0.8%
FB
2013
First Bancorp
Maine
$3.22M -$449K -657 -12%
RCWMU
2014
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.22M
GIA
2015
GHP Investment Advisors
Colorado
$3.22M +$207K +303 +7%
CA
2016
Capital Advantage
California
$3.2M +$51.9K +76 +2%
FM
2017
Family Management
New York
$3.19M +$3.41K +5 +0.1%
SA
2018
SRH Advisors
Kansas
$3.19M
WF
2019
Warner Financial
Maryland
$3.18M -$5.46K -8 -0.2%
OAS
2020
Optivise Advisory Services
Tennessee
$3.17M +$206K +301 +7%
HFS
2021
Hughes Financial Services
Virginia
$3.16M -$31.4K -46 -0.9%
TCWM
2022
Total Clarity Wealth Management
Illinois
$3.16M +$11.6K +17 +0.4%
EBA
2023
Eagle Bay Advisors
New York
$3.15M -$720K -1,055 -18%
CSC
2024
Caldwell Sutter Capital
California
$3.15M -$17.1K -25 -0.5%
SRCM
2025
Signature Resources Capital Management
California
$3.15M +$111K +162 +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.