We are live on ! Find out more
IVV icon

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
MIM
2101
Montgomery Investment Management
Maryland
$2.87M -$676K -990 -18%
APFP
2102
Action Point Financial Planning
Michigan
$2.87M +$3M +4,396 New
RSF
2103
Rik Saylor Financial
Ohio
$2.87M +$14.3K +21 +0.5%
LB
2104
Legacy Bridge
Iowa
$2.87M +$2.66M +3,893 +779%
LC
2105
LTG Capital
Massachusetts
$2.86M +$80.6K +118 +3%
HIA
2106
HTG Investment Advisors
Connecticut
$2.86M +$2.99M +4,383 New
AWAU
2107
Alliance Wealth Advisors (Utah)
Utah
$2.86M -$953K -1,396 -24%
WE
2108
Wealth Effects
Massachusetts
$2.86M +$66.9K +98 +2%
BWA
2109
BlueSky Wealth Advisors
North Carolina
$2.86M -$588K -861 -16%
OFS
2110
OneAscent Financial Services
Alabama
$2.85M +$1.49M +2,187 +100%
FA
2111
FF Advisors
California
$2.85M -$32.8K -48 -1%
SVWAG
2112
Sound View Wealth Advisors Group
Georgia
$2.85M -$328K -481 -10%
MI
2113
Moneywise Inc
Virginia
$2.85M +$506K +741 +20%
FGAM
2114
Financial Gravity Asset Management
Texas
$2.84M -$113K -166 -4%
CP
2115
Clarendon Private
Massachusetts
$2.84M +$759K +1,111 +34%
CAI
2116
Capital Advisors Inc
Oklahoma
$2.84M -$12.3K -18 -0.4%
CFS
2117
Cannon Financial Strategists
Georgia
$2.84M +$374K +548 +14%
GCM
2118
Gallacher Capital Management
Colorado
$2.84M -$135K -198 -4%
Wealthfront Advisers
2119
Wealthfront Advisers
California
$2.83M +$935K +1,369 +46%
TD Asset Management
2120
TD Asset Management
Ontario, Canada
$2.82M +$97K +142 +3%
EAM
2121
Empirical Asset Management
Massachusetts
$2.81M +$25.9K +38 +0.9%
FFS
2122
Flavin Financial Services
Florida
$2.81M +$8.88K +13 +0.3%
FSAG
2123
Financial Solutions Advisory Group
Illinois
$2.8M +$2.93M +4,293 New
Walleye Trading
2124
Walleye Trading
New York
$2.8M +$2.32M +3,399 +384%
SMWM
2125
Silvia McColl Wealth Management
California
$2.79M

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.