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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
CWA
2351
Crusonia Wealth Advisors
Colorado
$1.96M +$7.51K +11 +0.4%
AAM
2352
Austin Asset Management
Texas
$1.95M +$30K +44 +1%
CB
2353
CNB Bank
Pennsylvania
$1.95M
JWWM
2354
Johnson & White Wealth Management
Pennsylvania
$1.95M -$29.4K -43 -1%
BI
2355
Bolthouse Investments
California
$1.95M -$6.83K -10 -0.3%
SG
2356
Sankala Group
Colorado
$1.95M +$2.73K +4 +0.1%
MPCL
2357
My Personal CFO LLC
Washington
$1.94M -$82.6K -121 -4%
GAM
2358
GEM Asset Management
Michigan
$1.93M +$10.2K +15 +0.5%
EP
2359
EPIQ Partners
Minnesota
$1.93M +$10.9K +16 +0.5%
CS
2360
Capital Square
Tennessee
$1.93M -$156K -228 -8%
APW
2361
Atlantic Private Wealth
North Carolina
$1.93M -$183K -268 -8%
SHFG
2362
S Harris Financial Group
Texas
$1.92M -$54.6K -80 -3%
LDB
2363
Lee, Danner & Bass
Tennessee
$1.92M
MA
2364
MKT Advisors
California
$1.92M -$34.1K -50 -2%
BMC
2365
Benin Management Corp
Connecticut
$1.91M +$5.46K +8 +0.3%
SWASL
2366
Spartan Wealth Advisory Services LLC
Michigan
$1.91M +$2M +2,926 New
CWM
2367
Cabot Wealth Management
Massachusetts
$1.9M +$410K +600 +26%
DFC
2368
DBK Financial Counsel
Ohio
$1.9M -$273K -400 -12%
ZI
2369
ZEGA Investments
Florida
$1.9M -$33.5K -49 -2%
PAM
2370
Panagora Asset Management
Massachusetts
$1.9M +$24.6K +36 +1%
MMG
2371
Monetary Management Group
Missouri
$1.89M
AI
2372
Axiom Investors
Connecticut
$1.89M +$205K +300 +12%
GWL
2373
Generations Wealth LLC
Ohio
$1.89M -$13.7K -20 -0.7%
WCMN
2374
Westchester Capital Management (Nebraska)
Nebraska
$1.89M
EPAM
2375
Evelyn Partners Asset Management
$1.89M +$104K +153 +6%

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.