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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
FFG
2326
Fortress Financial Group
Minnesota
$2.03M
SEP
2327
Signature Equity Partners
Ohio
$2.03M -$47.8K -70 -2%
T
2328
Tableaux
Massachusetts
$2.03M -$29.4K -43 -1%
GWM
2329
Greenwich Wealth Management
Connecticut
$2.03M +$44.4K +65 +2%
PWP
2330
Perfromance Wealth Partners
Illinois
$2.02M +$23.2K +34 +1%
CFO
2331
Collective Family Office
Pennsylvania
$2.02M -$51.9K -76 -2%
LWCFA
2332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.02M -$13.7K -20 -0.7%
RIA
2333
Realta Investment Advisors
Delaware
$2.01M -$4.1K -6 -0.2%
KCAM
2334
Kagan Cocozza Asset Management
New Jersey
$2.01M -$23.9K -35 -1%
DWA
2335
Delap Wealth Advisory
Oregon
$2.01M +$15K +22 +0.7%
AWA
2336
Arbor Wealth Advisors
Michigan
$2.01M +$6.15K +9 +0.3%
ACM
2337
Advance Capital Management
Michigan
$2M +$206K +302 +11%
CIS
2338
Continental Investors Services
Washington
$1.99M +$47.8K +70 +3%
KAM
2339
KEB Asset Management
Illinois
$1.99M
FAM
2340
Frontier Asset Management
Wyoming
$1.98M -$169K -247 -8%
IP
2341
Integras Partners
Georgia
$1.98M -$111K -163 -5%
NLP
2342
Next Level Private
New York
$1.98M +$1.28M +1,868 +160%
ZIG
2343
Zullo Investment Group
Pennsylvania
$1.98M +$16.4K +24 +0.8%
PA
2344
PSI Advisors
Florida
$1.98M -$124K -182 -6%
CFD
2345
Creative Financial Designs
Indiana
$1.97M -$358K -525 -15%
PL
2346
Plancorp LLC
Missouri
$1.97M +$18.4K +27 +0.9%
TP
2347
Thayer Partners
Pennsylvania
$1.97M +$71.7K +105 +4%
TTWM
2348
TCV Trust & Wealth Management
Virginia
$1.97M +$87.4K +128 +4%
TFA
2349
Tobias Financial Advisors
Florida
$1.97M -$219K -321 -10%
AIC
2350
Archer Investment Corporation
Indiana
$1.96M +$17.8K +26 +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.