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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
GWA
2426
Geometric Wealth Advisors
District of Columbia
$1.73M
OPWM
2427
Oregon Pacific Wealth Management
Oregon
$1.73M +$301K +441 +20%
CW
2428
Code Waechter
Florida
$1.73M -$13.7K -20 -0.7%
DP
2429
DDD Partners
Washington
$1.73M -$203K -298 -10%
TA
2430
TruWealth Advisors
Louisiana
$1.73M +$25.3K +37 +1%
BP
2431
BNP Paribas
France
$1.72M -$2.82M -4,125 -61%
SLC
2432
Second Line Capital
Louisiana
$1.71M +$45.1K +66 +3%
FWP
2433
Family Wealth Partners
North Carolina
$1.71M
ICM
2434
Islay Capital Management
Texas
$1.7M +$399K +584 +29%
BCA
2435
Bay Capital Advisors
Virginia
$1.7M +$2.05K +3 +0.1%
EM
2436
Excalibur Management
Massachusetts
$1.7M
FFC
2437
Frederick Financial Consultants
Maryland
$1.69M +$259K +379 +17%
CA
2438
Calton & Associates
Florida
$1.69M -$253K -370 -12%
RSA
2439
River Street Advisors
Illinois
$1.69M +$311K +455 +21%
DT
2440
DV Trading
Illinois
$1.69M +$281K +412 +19%
AWMI
2441
Aegis Wealth Management (Iowa)
Iowa
$1.69M +$389K +569 +28%
DA
2442
Drake & Associates
Wisconsin
$1.69M +$40.3K +59 +2%
IDA
2443
Intelligence Driven Advisers
California
$1.69M -$13K -19 -0.7%
CWA
2444
Cura Wealth Advisors
Illinois
$1.68M
CCWP
2445
Cedar Cove Wealth Partners
Minnesota
$1.68M -$45.8K -67 -3%
WAS
2446
Wealth Advisory Solutions
Indiana
$1.68M -$43.7K -64 -2%
FA
2447
Faithward Advisors
Pennsylvania
$1.68M -$16.4K -24 -0.9%
BOM
2448
Bank of Marin
California
$1.67M +$203K +297 +13%
VWM
2449
Vigilare Wealth Management
Arizona
$1.67M -$147K -216 -8%
WFG
2450
Wills Financial Group
Virginia
$1.67M +$3.41K +5 +0.2%

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.