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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
BWL
2376
Bogart Wealth LLC
Virginia
$1.88M +$201K +294 +11%
MIM
2377
Marco Investment Management
Georgia
$1.88M +$1.27M +1,865 +184%
TWA
2378
Talisman Wealth Advisors
New Jersey
$1.88M +$238K +349 +14%
GP
2379
Greenline Partners
New York
$1.88M
AFO
2380
Allie Family Office
Florida
$1.87M +$182K +266 +10%
CPWA
2381
Cerro Pacific Wealth Advisors
California
$1.87M -$343K -502 -15%
BOPW
2382
Brandywine Oak Private Wealth
Pennsylvania
$1.87M +$3.41K +5 +0.2%
MAWA
2383
Moss Adams Wealth Advisors
Washington
$1.87M +$683 +1 +0%
WFAG
2384
Worth Financial Advisory Group
North Carolina
$1.86M -$2.15M -3,151 -62%
BFG
2385
Beto Financial Group
Idaho
$1.86M -$184K -270 -10%
R
2386
Rebalance
California
$1.86M +$4.78K +7 +0.2%
KPP
2387
Kings Path Partners
Texas
$1.85M
PPW
2388
Parcion Private Wealth
Washington
$1.85M -$609M -891,581 -100%
IFWM
2389
Institute for Wealth Management
Colorado
$1.85M +$122K +178 +7%
GIA
2390
Goodwin Investment Advisory
Georgia
$1.85M
LCM
2391
Lazari Capital Management
California
$1.84M -$109K -159 -5%
W
2392
Wealthquest
Ohio
$1.84M -$130K -190 -6%
BFG
2393
Broussard Financial Group
Louisiana
$1.83M -$114K -167 -6%
CHWM
2394
Cauble & Harre Wealth Management
Missouri
$1.83M
KCM
2395
Kornitzer Capital Management
Kansas
$1.82M -$97K -142 -5%
CRW
2396
Clarity Retirement & Wealth
Massachusetts
$1.82M -$116K -170 -6%
FCT
2397
First Community Trust
Iowa
$1.82M
JWS
2398
Juncture Wealth Strategies
Arizona
$1.81M +$17.1K +25 +0.9%
CAAS
2399
Capital Asset Advisory Services
Michigan
$1.81M +$491K +719 +39%
HFAS
2400
Hummer Financial Advisory Services
Illinois
$1.81M +$41K +60 +2%

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.