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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
TF
2401
Theory Financial
Colorado
$1.81M +$46.4K +68 +3%
VAMG
2402
Voisard Asset Management Group
Michigan
$1.81M +$11.6K +17 +0.6%
BFIM
2403
Beese Fulmer Investment Management
Ohio
$1.8M -$8.19K -12 -0.4%
HL
2404
HeadInvest LLC
Maine
$1.79M -$13.7K -20 -0.7%
DWP
2405
Destiny Wealth Partners
Florida
$1.79M +$115K +168 +7%
SFA
2406
Seneca Financial Advisors
New York
$1.79M +$2.05K +3 +0.1%
BMWM
2407
Brown Miller Wealth Management
Virginia
$1.79M -$2.05K -3 -0.1%
FGWP
2408
Founders Grove Wealth Partners
Virginia
$1.78M
NWA
2409
Navis Wealth Advisors
New York
$1.78M +$39.6K +58 +2%
QC
2410
Quent Capital
New York
$1.78M -$29.4K -43 -2%
FFM
2411
Fullerton Fund Management
Singapore
$1.78M -$2.19M -3,210 -54%
STA
2412
Shade Tree Advisors
New York
$1.78M
OHIS
2413
Oak Harvest Investment Services
Texas
$1.77M -$130K -191 -7%
RA
2414
RoundAngle Advisors
New Jersey
$1.77M +$29.4K +43 +2%
KLI
2415
Kelman-Lazarov Inc
Tennessee
$1.77M +$73.1K +107 +4%
SI
2416
Saxon Interests
Texas
$1.76M -$8.88K -13 -0.5%
AFA
2417
Amicus Financial Advisors
Texas
$1.76M -$55.3K -81 -3%
SCM
2418
Sheridan Capital Management
California
$1.76M -$3.41K -5 -0.2%
NAG
2419
Northstar Advisory Group
New Jersey
$1.75M -$9.61M -14,080 -84%
HOWA
2420
Hudson Oak Wealth Advisory
New Jersey
$1.75M
SWM
2421
Silverlake Wealth Management
Vermont
$1.75M +$776K +1,137 +74%
PL
2422
Parthenon LLC
Kentucky
$1.75M -$122K -178 -6%
PTC
2423
Philadelphia Trust Company
Pennsylvania
$1.74M -$176K -258 -9%
UFA
2424
Uptown Financial Advisors
Texas
$1.74M +$47.1K +69 +3%
RWP
2425
Ridgeline Wealth Planning
Ohio
$1.74M +$97K +142 +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.