We are live on ! Find out more
IVV icon

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
BEW
2301
Burton Enright Welch
California
$2.11M -$50.5K -74 -2%
HIM
2302
Hanlon Investment Management
New Jersey
$2.1M +$347K +508 +19%
JMFC
2303
J.M. Forbes & Co
Massachusetts
$2.1M +$8.88K +13 +0.4%
NSAM
2304
North Star Asset Management
Wisconsin
$2.09M -$65.6K -96 -3%
CFCS
2305
CDM Financial Counseling Services
Connecticut
$2.09M +$143K +209 +7%
FVCM
2306
F&V Capital Management
Florida
$2.09M
GAM
2307
Griffin Asset Management
New York
$2.08M -$21.2K -31 -1%
MCM
2308
Maple Capital Management
Vermont
$2.08M -$188K -275 -8%
PFW
2309
Petros Family Wealth
Minnesota
$2.07M -$419K -614 -16%
CV
2310
Counterweight Ventures
North Carolina
$2.07M -$162K -237 -7%
GFL
2311
Granite FO LLC
New Hampshire
$2.06M -$173K -253 -7%
CWM
2312
Castle Wealth Management
Florida
$2.06M -$17.8K -26 -0.8%
LFG
2313
Lazard Frères Gestion
France
$2.06M
WRPWM
2314
Werba Rubin Papier Wealth Management
California
$2.05M -$40.3K -59 -2%
GD
2315
Grandfield & Dodd
New York
$2.05M -$95.6K -140 -4%
JIR
2316
James Investment Research
Ohio
$2.05M -$19.1K -28 -0.9%
FWM
2317
Fingerlakes Wealth Management
New York
$2.05M +$90.1K +132 +4%
RIM
2318
Redwood Investment Management
Arizona
$2.05M +$407K +596 +23%
RPGNY
2319
Retirement Planning Group (New York)
New York
$2.05M +$897K +1,314 +72%
RA
2320
Rodgers & Associates
Pennsylvania
$2.05M +$47.1K +69 +2%
PPF
2321
Pacific Park Financial
California
$2.05M -$385K -564 -15%
S
2322
Sachetta
Massachusetts
$2.05M -$56.7K -83 -3%
SSWM
2323
Smith Salley Wealth Management
North Carolina
$2.04M +$2.73K +4 +0.1%
FTC
2324
Farmers Trust Company
Ohio
$2.03M -$114K -167 -5%
SFB
2325
STAR Financial Bank
Indiana
$2.03M -$420K -615 -17%

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.