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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
BFA
2201
Bragg Financial Advisors
North Carolina
$2.45M +$380K +557 +17%
EF
2202
Envision Financial
Wisconsin
$2.44M +$225K +329 +10%
APW
2203
Alliance Private Wealth
Massachusetts
$2.44M -$74.4K -109 -3%
ACA
2204
Arsenal Capital Advisors
Pennsylvania
$2.44M
WAM
2205
Weatherly Asset Management
California
$2.44M
HFM
2206
Hartford Funds Management
Pennsylvania
$2.42M -$1.53M -2,244 -38%
HBWM
2207
Hollow Brook Wealth Management
New York
$2.42M -$2.57M -3,761 -50%
TCBWMS
2208
Texas Capital Bank Wealth Management Services
Texas
$2.41M +$2.73K +4 +0.1%
OCA
2209
Odyssey Capital Advisors
Pennsylvania
$2.41M -$97K -142 -4%
MSWM
2210
McGlone Suttner Wealth Management
Wisconsin
$2.41M +$1.37K +2 +0.1%
SMH
2211
Sanders Morris Harris
Texas
$2.41M +$2.52M +3,685 New
RBC
2212
Roble Belko & Company
Pennsylvania
$2.4M +$680K +996 +37%
SC
2213
Shearwater Capital
Colorado
$2.4M +$1.28M +1,880 +104%
SB
2214
Sunflower Bank
Texas
$2.4M -$2.73K -4 -0.1%
APC
2215
Aspire Private Capital
North Carolina
$2.4M +$460K +673 +22%
GA
2216
Goldstein Advisors
Wisconsin
$2.4M +$116K +170 +5%
AWA
2217
ARQ Wealth Advisors
Arizona
$2.39M -$1.37K -2 -0.1%
VNA
2218
Valley National Advisers
Pennsylvania
$2.38M +$33.5K +49 +1%
SEM
2219
Strategic Equity Management
Arizona
$2.38M +$37.6K +55 +2%
AWM
2220
Angeles Wealth Management
California
$2.38M -$69.7K -102 -3%
FF
2221
Francis Financial
$2.38M -$47.8K -70 -2%
TPA
2222
Trivium Point Advisory
Connecticut
$2.38M -$981K -1,437 -28%
DF
2223
Downshift Financial
Colorado
$2.38M -$667K -977 -23%
EL
2224
Essex LLC
Illinois
$2.36M +$33.5K +49 +1%
SPWM
2225
Schrum Private Wealth Management
Florida
$2.36M -$30.7K -45 -1%

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.