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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
WSA
2026
Warm Springs Advisors
California
$3.14M +$60.1K +88 +2%
MKW
2027
Mullaney, Keating & Wright
Connecticut
$3.14M +$11.6K +17 +0.4%
SOS
2028
Silver Oak Securities
Tennessee
$3.14M -$3.44M -5,034 -51%
CICC
2029
Capital Investment Counsel (Colorado)
Colorado
$3.14M +$1M +1,468 +44%
DWA
2030
Delta Wealth Advisors
Indiana
$3.13M -$179K -262 -5%
TYCC
2031
Texas Yale Capital Corp
Florida
$3.13M -$1.37K -2 -0%
SIA
2032
Strategic Investment Advisors
Michigan
$3.13M +$1.39M +2,033 +74%
DACG
2033
Donor Advised Charitable Giving
California
$3.13M -$13K -19 -0.4%
GWA
2034
Gratus Wealth Advisors
Virginia
$3.13M +$8.19K +12 +0.3%
ULWM
2035
Upper Left Wealth Management
Florida
$3.12M +$184K +270 +6%
BRPW
2036
Ballast Rock Private Wealth
South Carolina
$3.12M +$6.83K +10 +0.2%
CCA
2037
Clarity Capital Advisors
Florida
$3.12M +$7.51K +11 +0.2%
TPWM
2038
Twelve Points Wealth Management
Massachusetts
$3.12M -$10.2K -15 -0.3%
TWM
2039
TRB Wealth Management
Texas
$3.12M +$3.26M +4,770 New
BCM
2040
Birmingham Capital Management
Alabama
$3.12M
AF
2041
Alerus Financial
North Dakota
$3.1M -$23.9K -35 -0.7%
HWA
2042
HHM Wealth Advisors
Tennessee
$3.1M +$894K +1,309 +38%
MCA
2043
Magnolia Capital Advisors
Mississippi
$3.09M +$218K +319 +7%
AWM
2044
Athena Wealth Management
Nevada
$3.08M -$4.1K -6 -0.1%
AW
2045
Alteri Wealth
California
$3.08M +$41K +60 +1%
KCPG
2046
Kavar Capital Partners Group
Kansas
$3.08M +$683 +1 +0%
KAM
2047
Knightsbridge Asset Management
California
$3.08M -$56.7K -83 -2%
MWM
2048
Melfa Wealth Management
Massachusetts
$3.07M -$47.1K -69 -1%
OWP
2049
Obermeyer Wealth Partners
Colorado
$3.07M +$538K +788 +20%
CWM
2050
Centric Wealth Management
Illinois
$3.07M -$54.6K -80 -2%

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.