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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
HNWA
2151
Henrickson Nauta Wealth Advisors
Michigan
$2.65M -$264K -386 -9%
PP
2152
Pacifica Partners
Canada
$2.65M +$423K +619 +18%
AA
2153
Advisory Alpha
Michigan
$2.63M +$249K +364 +10%
CA
2154
CGN Advisors
Kansas
$2.63M +$683 +1 +0%
LWM
2155
LongView Wealth Management
Georgia
$2.62M +$228K +334 +10%
SWM
2156
SeaCrest Wealth Management
New York
$2.61M +$111K +163 +4%
EFG
2157
Everest Financial Group
Minnesota
$2.61M +$2.73M +3,995 New
C1AG
2158
Client 1st Advisory Group
Florida
$2.61M +$18.4K +27 +0.7%
PCM
2159
Park Capital Management
Wisconsin
$2.6M -$49.8K -73 -2%
CFMC
2160
Curbstone Financial Management Corp
New Hampshire
$2.6M +$97K +142 +4%
WCM
2161
Wealthcare Capital Management
Virginia
$2.6M -$83.3K -122 -3%
MMHP
2162
Murphy Middleton Hinkle & Parker
Georgia
$2.59M +$2.71M +3,972 New
UF
2163
Univest Financial
Pennsylvania
$2.59M -$256K -375 -9%
FC
2164
Financial Consulate
Maryland
$2.58M +$121K +177 +5%
BST
2165
Bath Savings Trust
Maine
$2.57M +$656K +960 +32%
SPA
2166
Sentinel Pension Advisors
Massachusetts
$2.57M +$275K +402 +11%
TCOT
2167
Trust Company of Toledo
Ohio
$2.56M +$201K +295 +8%
TCP
2168
TMB Capital Partners
Arkansas
$2.56M -$96.3K -141 -3%
WHCI
2169
W.H. Cornerstone Investments
Massachusetts
$2.56M +$7.51K +11 +0.3%
OCG
2170
Opus Capital Group
Ohio
$2.56M -$175K -256 -6%
GHA
2171
GW Henssler & Associates
Georgia
$2.55M -$1.56M -2,286 -37%
DWML
2172
Decker Wealth Management LLC
Tennessee
$2.55M
BFP
2173
Briaud Financial Planning
Texas
$2.54M +$2.73K +4 +0.1%
CAM
2174
Clark Asset Management
New Hampshire
$2.54M -$18.4K -27 -0.7%
BAS
2175
Breakthru Advisory Services
Wisconsin
$2.54M -$24.3M -35,558 -90%

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.