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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
SWM
2076
Segment Wealth Management
Texas
$2.95M +$36.9K +54 +1%
CBT
2077
Central Bank & Trust
Kentucky
$2.95M -$47.1K -69 -2%
CAL
2078
Capital Advisors Ltd
Ohio
$2.95M -$8.86M -12,978 -74%
MHC
2079
Meyer Handelman Company
New York
$2.94M -$68.3K -100 -2%
OPA
2080
Old Port Advisors
Maine
$2.93M -$886K -1,298 -22%
TNA
2081
True North Advisors
Texas
$2.93M +$1.11M +1,619 +56%
UAG
2082
United Advisor Group
Ohio
$2.92M -$1.75M -2,559 -36%
SWM
2083
SilverOak Wealth Management
Minnesota
$2.92M -$2.02M -2,963 -40%
RFP
2084
RCS Financial Planning
Maryland
$2.92M -$5.23M -7,665 -63%
FA
2085
Forefront Analytics
Pennsylvania
$2.92M -$159K -233 -5%
BCV
2086
Banque Cantonale Vaudoise
Switzerland
$2.92M -$23.2K -34 -0.8%
PWA
2087
PCG Wealth Advisors
Kansas
$2.91M +$149K +218 +5%
BFA
2088
Beacon Financial Advisory
Ohio
$2.91M -$109K -160 -3%
PPC
2089
Pennington Partners & Co
Maryland
$2.91M +$309K +452 +11%
GC
2090
Granville Capital
North Carolina
$2.91M -$608K -891 -17%
MCM
2091
Mengis Capital Management
Oregon
$2.91M -$7.51K -11 -0.2%
HWP
2092
Highline Wealth Partners
California
$2.9M +$1.51M +2,210 +99%
CMP
2093
Courage Miller Partners
Virginia
$2.9M +$683 +1 +0%
MAG
2094
Mayfair Advisory Group
Alabama
$2.89M +$11.6K +17 +0.4%
VWM
2095
Valley Wealth Managers
New Jersey
$2.89M -$53.9K -79 -2%
CTI
2096
Community Trust & Investment
Kentucky
$2.89M -$90.1K -132 -3%
MCM
2097
Mainstream Capital Management
California
$2.89M -$9.56K -14 -0.3%
FA
2098
Fiduciary Alliance
South Carolina
$2.89M +$893K +1,308 +47%
DJSG
2099
D.J. St. Germain
Massachusetts
$2.89M +$61.5K +90 +2%
BMO
2100
Beck Mack & Oliver
New York
$2.88M

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.