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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
MGW
2126
MB Generational Wealth
Washington
$2.79M -$376K -550 -11%
ACS
2127
Archford Capital Strategies
Illinois
$2.78M
CCM
2128
Cohen Capital Management
California
$2.77M +$130K +190 +5%
FDCP
2129
Foster Dykema Cabot & Partners
Massachusetts
$2.77M -$10.2K -15 -0.4%
CCP
2130
Clarkston Capital Partners
Michigan
$2.77M -$1.3M -1,907 -31%
CIA
2131
Caerus Investment Advisors
Texas
$2.76M
PAW
2132
Plan A Wealth
Nebraska
$2.76M +$17.8K +26 +0.6%
FCM
2133
Firestone Capital Management
Florida
$2.76M -$542K -793 -16%
NRC
2134
New Republic Capital
North Carolina
$2.76M +$73.1K +107 +3%
CA
2135
CapWealth Advisors
Tennessee
$2.75M -$56K -82 -2%
BCMLT
2136
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75M +$479K +701 +20%
WP
2137
Walleye Partners
Wisconsin
$2.74M -$113K -165 -4%
WLPWM
2138
Walled Lake Planning & Wealth Management
Illinois
$2.73M -$176K -258 -6%
RRA
2139
Round Rock Advisors
Connecticut
$2.73M +$920K +1,348 +48%
OWMIAS
2140
One Wealth Management Investment & Advisory Services
Florida
$2.72M +$17.8K +26 +0.6%
FWP
2141
Falcon Wealth Planning
California
$2.71M +$6.83K +10 +0.2%
CA
2142
Clune & Associates
Illinois
$2.7M +$1.06M +1,550 +60%
PWM
2143
Paulson Wealth Management
Illinois
$2.69M -$1.14M -1,675 -29%
OA
2144
Operose Advisors
Wisconsin
$2.69M -$196K -287 -7%
IAA
2145
Ironsides Asset Advisors
North Carolina
$2.68M
TI
2146
tru Independence
Oregon
$2.67M -$99.7K -146 -3%
RMC
2147
Resources Management Corp
Connecticut
$2.67M +$272K +399 +11%
CCA
2148
Carrera Capital Advisors
Michigan
$2.67M +$94.2K +138 +3%
HPC
2149
Hobart Private Capital
North Carolina
$2.67M -$115K -169 -4%
AC
2150
Addison Capital
Pennsylvania
$2.66M +$2.78M +4,069 New

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.