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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
RFA
2176
Resurgent Financial Advisors
Georgia
$2.53M +$162K +237 +7%
ICP
2177
Impact Capital Partners
Colorado
$2.53M -$63.5K -93 -2%
KFI
2178
Key Financial Inc
Pennsylvania
$2.53M
ACA
2179
Aspire Capital Advisors
Washington
$2.51M -$19.8K -29 -0.7%
EA
2180
Efficient Advisors
Ohio
$2.51M -$303K -443 -10%
RBFC
2181
Roman Butler Fullerton & Co
Missouri
$2.5M -$42.3K -62 -2%
BO
2182
Bank OZK
Arkansas
$2.5M +$170K +249 +7%
DP
2183
Denver PWM
Colorado
$2.5M -$238K -349 -9%
TH
2184
Team Hewins
California
$2.49M -$8.88K -13 -0.3%
PWS
2185
Precision Wealth Strategies
Missouri
$2.49M -$310K -454 -11%
TF
2186
Tompkins Financial
New York
$2.49M -$10.9K -16 -0.4%
FS
2187
Financial Symmetry
North Carolina
$2.49M +$109K +160 +5%
TPW
2188
Talon Private Wealth
Florida
$2.49M +$2.6M +3,810 New
CWA
2189
Clarity Wealth Advisors
California
$2.49M -$28.7K -42 -1%
CB
2190
Centennial Bank
Arkansas
$2.48M -$32.8K -48 -1%
UCMOK
2191
United Capital Management of KS
Kansas
$2.47M -$132K -193 -5%
AFG
2192
Altiora Financial Group
Ohio
$2.47M +$834K +1,222 +48%
CA
2193
Chatterton & Associates
California
$2.46M +$587K +860 +31%
MCM
2194
Manchester Capital Management
Vermont
$2.46M +$127K +186 +5%
FAM
2195
Formidable Asset Management
Ohio
$2.46M +$41.7K +61 +2%
CIM
2196
Cambria Investment Management
California
$2.46M -$526K -770 -17%
SRC
2197
Sage Rhino Capital
California
$2.46M +$683 +1 +0%
BIG
2198
Builder Investment Group
Georgia
$2.46M
ITIM
2199
Indiana Trust & Investment Management
Indiana
$2.46M +$161K +236 +7%
HA
2200
Hyposwiss Advisors
$2.45M

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.