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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
SWG
2451
Summit Wealth Group
Vermont
$1.67M -$7.51K -11 -0.4%
OFI
2452
Outbound Financial Inc
Colorado
$1.67M
ECA
2453
Elevated Capital Advisors
Utah
$1.67M -$1.61M -2,353 -48%
MSR
2454
Main Street Research
Connecticut
$1.67M +$884K +1,294 +103%
TFA
2455
Teamwork Financial Advisors
Texas
$1.66M +$646K +946 +59%
STCOSD
2456
Sageworth Trust Company of South Dakota
South Dakota
$1.65M
SM
2457
Sensible Money
Arizona
$1.65M +$407K +596 +31%
HCP
2458
Hardin Capital Partners
South Carolina
$1.64M -$22.5K -33 -1%
IPA
2459
Investment Planning Advisors
Georgia
$1.64M +$47.1K +69 +3%
SCM
2460
Sterling Capital Management
North Carolina
$1.63M +$3.41K +5 +0.2%
HKIMG
2461
Hutchens & Kramer Investment Management Group
Indiana
$1.63M -$1.04M -1,524 -38%
TW
2462
TritonPoint Wealth
Maryland
$1.63M -$278K -407 -14%
IDBONY
2463
Israel Discount Bank of New York
New York
$1.63M -$173K -253 -9%
FA
2464
Fedenia Advisers
Wisconsin
$1.63M -$1.84M -2,693 -52%
STB
2465
S&T Bank
Pennsylvania
$1.63M
CBA
2466
Coastal Bridge Advisors
Connecticut
$1.63M +$304K +445 +22%
MIG
2467
McGuire Investment Group
Rhode Island
$1.62M +$91.5K +134 +6%
MPW
2468
Magnolia Private Wealth
Pennsylvania
$1.62M -$650K -952 -28%
RFG
2469
Range Financial Group
Oregon
$1.62M +$2.73K +4 +0.2%
CKAIS
2470
Christensen King & Associates Investment Services
Washington
$1.62M -$117K -171 -6%
VCM
2471
Violich Capital Management
California
$1.62M +$143K +210 +9%
AFAS
2472
Acorn Financial Advisory Services
Virginia
$1.62M -$154K -226 -8%
AAIM
2473
Asset Advisors Investment Management
Georgia
$1.62M
MIA
2474
MMBG Investment Advisors
Florida
$1.62M -$205K -300 -11%
TLA
2475
Tanglewood Legacy Advisors
Texas
$1.61M

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.