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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
MA
2276
MJP Associates
Connecticut
$2.17M -$29.4K -43 -1%
RWML
2277
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.17M +$6.15K +9 +0.3%
MAG
2278
Meadowbrook Advisors Group
New Jersey
$2.16M -$30K -44 -1%
CTC
2279
Corundum Trust Company
South Dakota
$2.16M +$248K +363 +12%
FMC
2280
First Merchants Corp
Indiana
$2.16M -$17.1K -25 -0.8%
RA
2281
Riversedge Advisors
Delaware
$2.15M -$107K -156 -5%
MAA
2282
Matrix Asset Advisors
New York
$2.15M +$7.51K +11 +0.3%
MCM
2283
Morton Capital Management
California
$2.15M +$223K +326 +11%
LWA
2284
Lantern Wealth Advisors
New York
$2.15M +$781K +1,144 +53%
SW
2285
SlateStone Wealth
Florida
$2.15M -$1.37K -2 -0.1%
EI
2286
Ellevest Inc
New York
$2.14M +$17.8K +26 +0.8%
LWANC
2287
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.14M +$53.9K +79 +3%
BTW
2288
Boston Trust Walden
Massachusetts
$2.14M +$50.5K +74 +2%
SC
2289
Searle & Co
Connecticut
$2.14M
ISB
2290
Iowa State Bank
Iowa
$2.14M +$49.2K +72 +2%
VAF
2291
Values Added Financial
District of Columbia
$2.14M
TBA
2292
Tower Bridge Advisors
Pennsylvania
$2.13M +$2.23M +3,266 New
WWM
2293
WJ Wealth Management
Arizona
$2.13M -$138K -202 -6%
SI
2294
Seeds Investor
New York
$2.13M +$1.68M +2,461 +418%
BT
2295
Brandywine Trust
Delaware
$2.13M
JCM
2296
J2 Capital Management
Michigan
$2.12M +$161K +236 +8%
CI
2297
Ceera Investments
Texas
$2.12M +$413K +605 +23%
HCM
2298
Howland Capital Management
Massachusetts
$2.12M -$47.1K -69 -2%
6F
2299
626 Financial
Michigan
$2.11M +$1.95M +2,850 +736%
2WWM
2300
21 West Wealth Management
California
$2.11M -$19.8K -29 -0.9%

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.