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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
YP
2251
YANKCOM Partnership
South Dakota
$2.27M +$112K +164 +5%
TCOT
2252
Trust Company of Tennessee
Tennessee
$2.27M -$337K -493 -12%
BTWM
2253
Baker Tilly Wealth Management
Wisconsin
$2.27M +$88.8K +130 +4%
SWM
2254
StoneCrest Wealth Management
Arizona
$2.26M -$60.1K -88 -2%
UBP
2255
Union Bancaire Privee
Switzerland
$2.26M +$415K +608 +16%
TWM
2256
Tradition Wealth Management
Minnesota
$2.26M +$78.5K +115 +3%
GJIA
2257
Glass Jacobson Investment Advisors
Maryland
$2.26M -$204K -299 -8%
OWA
2258
Octavia Wealth Advisors
Ohio
$2.26M +$133K +195 +6%
1SB
2259
1ST Source Bank
Indiana
$2.25M -$50.5K -74 -2%
WCM
2260
Weik Capital Management
Pennsylvania
$2.25M +$8.88K +13 +0.4%
HFP
2261
Holistic Financial Partners
Indiana
$2.24M +$976K +1,430 +71%
LOPW
2262
Live Oak Private Wealth
North Carolina
$2.23M +$14.3K +21 +0.6%
RPWA
2263
Regent Peak Wealth Advisors
Georgia
$2.23M +$176K +258 +8%
RCP
2264
Roan Capital Partners
Tennessee
$2.23M +$2.33M +3,409 New
TFA
2265
Toth Financial Advisory
Virginia
$2.22M +$111K +163 +5%
BFG
2266
Berger Financial Group
Minnesota
$2.22M +$72.4K +106 +3%
PFM
2267
Peak Financial Management
Massachusetts
$2.22M -$62.8K -92 -3%
NFP
2268
Narus Financial Partners
Utah
$2.22M +$13.7K +20 +0.6%
NAM
2269
NTV Asset Management
West Virginia
$2.22M -$188K -275 -7%
CA
2270
Commerce Advisors
Tennessee
$2.21M +$2.31M +3,378 New
VST
2271
Van Strum & Towne
California
$2.19M -$314K -460 -12%
RFP
2272
Root Financial Partners
California
$2.19M +$498K +729 +28%
OSNBOA
2273
Old Second National Bank of Aurora
Illinois
$2.18M
QA
2274
Quattro Advisors
Pennsylvania
$2.18M +$386K +565 +20%
EWM
2275
Evolution Wealth Management
Florida
$2.17M +$86.7K +127 +4%

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.