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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
CFA
2051
CWS Financial Advisors
Michigan
$3.07M -$203K -298 -6%
FWP
2052
Flatrock Wealth Partners
California
$3.07M +$288K +422 +10%
PWP
2053
Private Wealth Partners
California
$3.07M -$811K -1,187 -20%
PWM
2054
PMG Wealth Management
Illinois
$3.07M -$167K -245 -5%
TPWA
2055
TRUE Private Wealth Advisors
Oregon
$3.05M +$51.9K +76 +2%
HAS
2056
HBW Advisory Services
California
$3.05M -$231K -339 -7%
ACA
2057
Ackerman Capital Advisors
Texas
$3.04M -$683 -1 -0%
MCM
2058
M1 Capital Management
Michigan
$3.03M -$32.1K -47 -1%
CCA
2059
Clearwater Capital Advisors
Illinois
$3.02M +$143K +210 +5%
DC
2060
Darrow Company
Massachusetts
$3.02M -$28.7K -42 -0.9%
BDPWM
2061
Barnes Dennig Private Wealth Management
Ohio
$3.02M +$71.7K +105 +2%
RIA
2062
Retirement Investment Advisors
Oklahoma
$3.01M
PWC
2063
Pathfinder Wealth Consulting
North Carolina
$3M -$406K -594 -11%
IPW
2064
Impact Partnership Wealth
Georgia
$2.99M +$138K +202 +5%
AFG
2065
Allegheny Financial Group
Pennsylvania
$2.98M +$272K +398 +10%
NI
2066
NYL Investors
New York
$2.97M
PW
2067
Potentia Wealth
California
$2.97M +$208K +305 +7%
LC
2068
Lincoln Capital
Nebraska
$2.97M -$145K -213 -4%
GCM
2069
Generation Capital Management
New York
$2.97M -$159K -233 -5%
MWC
2070
MBM Wealth Consultants
Missouri
$2.97M +$32.8K +48 +1%
JEST
2071
JTC Employer Solutions Trustee
Jersey
$2.96M -$1.7M -2,489 -35%
CPW
2072
Cove Private Wealth
New York
$2.96M +$2.28M +3,343 +280%
PIA
2073
Panoramic Investment Advisors
Colorado
$2.96M +$38.9K +57 +1%
BOSSRA
2074
B.O.S.S. Retirement Advisors
Utah
$2.96M -$778K -1,140 -20%
TSMHT
2075
Thurston Springer Miller Herd & Titak
Indiana
$2.96M -$158K -231 -5%

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.