At Holdings Channel, we have reviewed the latest batch of the 58 most recent 13F filings for the 06/30/2026 reporting period, and noticed that iShares Trust – Core S&P 500 Exchange Traded Fund (Symbol: IVV) was held by 39 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in IVV positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Sound Income Strategies LLC
Existing
+3,059+$4,097Entrust Financial LLC
Existing
UNCH+$3First Pacific Financial
Existing
+97+$197IFP Advisors Inc
Existing
+56+$5,229Brindle & Bay Financial Advisors LLC
Existing
+198,263+$7,609FLC Capital Advisors
Existing
–553+$490Sage Capital Management LLC
Existing
+2+$163Aull & Monroe Investment Management Corp
Existing
+5,779+$537Gateway Investment Advisers LLC
Existing
+3,898+$3,129Webster Bank N. A.
Existing
–235+$2,236Human Investing LLC
Existing
UNCH+$3,723Interchange Capital Partners LLC
Existing
+199+$1,171Market Street Wealth Management Advisors LLC
Existing
–500+$2,430Guyasuta Investment Advisors Inc.
Existing
+4+$888Owl Creek Wealth Partners LLC
Existing
+61+$107Merit Financial Group LLC
Existing
+32,223+$54,871Kavar Capital Partners Group LLC
Existing
–17+$439SlateStone Wealth LLC
Existing
+118+$402Counterpoint Mutual Funds LLC
NEW
+4,293,532+$350,631GFG Capital LLC
NEW
+74,597+$6,449C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors
Existing
–1,000+$1,005Allied Investment Advisors LLC
Existing
+18+$54PFS Partners LLC
Existing
+40+$1,074MeadowBrook Investment Advisors LLC
Existing
UNCH+$131Palisade Asset Management LLC
Existing
UNCH+$74Acorn Financial Advisory Services Inc. ADV
Existing
–4+$234Colony Family Offices LLC
Existing
–300+$605PCB Capital LLC
NEW
+304+$228Global Financial Private Client LLC
Existing
+493+$862Objective Capital Management LLC
Existing
+149,802+$16,775Live Oak Private Wealth LLC
Existing
+620+$790Thomasville National Bank
NEW
+31,575+$22,157Arcadia Wealth Management LLC
Existing
+27+$61Sterling Investment Counsel LLC
Existing
–90+$1,050Smithbridge Asset Management Inc. DE
Existing
+525,418+$41,953Ticino Wealth
Existing
–445+$144Clarity Financial LLC
Existing
–64+$120Farmers & Merchants Investments Inc.
Existing
+2,801+$39,201Hixon Zuercher LLC
Existing
–31+$49Aggregate Change:
+5,319,747+$571,368
In terms of shares owned, we count 20 of the above funds having increased existing IVV positions from 03/31/2026 to 06/30/2026, with 11 having decreased their positions and 4 new positions. Worth noting is that Koa Wealth Management LLC, included in this recent batch of 13F filers, exited IVV common stock as of 06/30/2026.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the IVV share count in the aggregate among all of the funds which held IVV at the 06/30/2026 reporting period (out of the 1,373 we looked at in total). We then compared that number to the sum total of IVV shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for IVV. We found that between these two periods, funds reduced their holdings by 22,026,954 shares in the aggregate, from 32,008,424 down to 9,981,470 for a share count decline of approximately -68.82%. The overall top three funds holding IVV on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like iShares Trust – Core S&P 500 Exchange Traded Fund (Symbol: IVV).
