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iShares Core S&P 500 ETF

3,979 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, 1,772 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: 1,772 | Existing positions reduced: 1,517

1% less funds holding

Funds holding: 4,0013,979 (-22)

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
3,979
Holders Change
-22
Holders Change %
-0.55%
% 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
1,772
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
FFA
201
Fragasso Financial Advisors
Pennsylvania
$282M -$8.56M -12,531 -3%
QCM
202
Quantinno Capital Management
New York
$281M +$53M +77,593 +22%
AAG
203
Armstrong Advisory Group
Massachusetts
$277M +$127M +185,741 +78%
ZBNA
204
Zions Bancorporation, National Association
Utah
$277M -$35.4M -51,842 -11%
Lido Advisors
205
Lido Advisors
California
$275M -$22M -32,189 -7%
LIA
206
LBMC Investment Advisors
Tennessee
$275M -$4.83M -7,073 -2%
HW
207
Hancock Whitney
Mississippi
$274M -$5.76M -8,435 -2%
Two Sigma Investments
208
Two Sigma Investments
New York
$272M +$16.1M +23,520 +6%
PA
209
Planning Alternatives
Michigan
$271M +$721K +1,056 +0.3%
HW
210
HORAN Wealth
Ohio
$269M +$134M +196,291 +100%
WT
211
Whittier Trust
California
$266M -$17.8M -26,069 -6%
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$265M -$58.4M -85,555 -17%
AHSW
213
Adventist Health System West
California
$265M -$29.7M -43,560 -10%
WFA
214
Wellspring Financial Advisors
Ohio
$264M +$4.34M +6,351 +2%
JC
215
JB Capital
Connecticut
$254M +$73.7M +107,907 +38%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$253M +$5.2M +7,614 +2%
EWA
217
EP Wealth Advisors
California
$250M +$126M +184,359 +93%
Verition Fund Management
218
Verition Fund Management
Connecticut
$246M -$1.03B -1,503,288 -80%
SCM
219
Steele Capital Management
Iowa
$246M -$433K -634 -0.2%
TC
220
Toews Corporation
New Jersey
$245M -$26.1M -38,250 -9%
PAG
221
Private Advisor Group
New Jersey
$245M -$6.89M -10,086 -3%
BP
222
Ballentine Partners
Massachusetts
$241M +$2.08M +3,051 +0.8%
Wellington Management Group
223
Wellington Management Group
Massachusetts
$241M +$6.86M +10,051 +3%
FHB
224
First Hawaiian Bank
Hawaii
$237M +$688K +1,008 +0.3%
AA
225
Ashford Advisors
New York
$235M -$3.67M -5,369 -1%

IVV Hedge Fund Activity: Q1 2026 in Review

3,979 of the 8,132 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 1,772 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.

  • 3,979 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.