IVV icon

iShares Core S&P 500 ETF

3,514 hedge funds and large institutions have $445B invested in iShares Core S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 1,496 increasing their positions, 1,432 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,514
Holders Change
-54
Holders Change %
-1.51%
% of All Funds
47.73%
Holding in Top 10
1,145
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-1.63%
% of All Funds
15.55%
New
140
Increased
1,496
Reduced
1,432
Closed
116
Calls
$8.6B
Puts
$2.73B
Net Calls
+$5.87B
Net Calls Change
+$6.39B
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
2576
Seaside Wealth Management
California
$846K +$32K +57 +4%
OWP
2577
ORG Wealth Partners
Texas
$845K +$845K +1,496 New
PFA
2578
Pathway Financial Advisors
Vermont
$844K +$115K +205 +16%
AP
2579
Adero Partners
California
$843K +$14.6K +26 +2%
AW
2580
Avion Wealth
Texas
$842K
PFA
2581
Portland Financial Advisors
New York
$842K
SFS
2582
Sharp Financial Services
Pennsylvania
$841K -$494K -880 -37%
PWP
2583
Principle Wealth Partners
Connecticut
$841K
WIA
2584
Westbourne Investment Advisors
Maryland
$838K +$1.12K +2 +0.1%
NA
2585
Navellier & Associates
Nevada
$838K
SP
2586
Sequent Planning
Nebraska
$837K -$75.9K -135 -8%
KW
2587
Keyvantage Wealth
Pennsylvania
$836K +$1.12K +2 +0.1%
MWM
2588
Meritas Wealth Management
California
$836K -$4.5K -8 -0.5%
FFG
2589
Frisch Financial Group
New York
$835K +$97.2K +173 +13%
SL
2590
Summitry LLC
California
$834K -$80.3K -143 -9%
SRCM
2591
Signature Resources Capital Management
California
$831K +$30.3K +54 +4%
PAG
2592
Powers Advisory Group
Illinois
$830K +$120K +214 +17%
HTHT
2593
Hemenway Trust Hemenway Trust
New Hampshire
$830K -$251K -447 -23%
PP
2594
Prosperity Planning
Missouri
$826K -$77.5K -138 -9%
HCP
2595
Hexagon Capital Partners
Arkansas
$825K -$86.5K -154 -9%
NIM
2596
Nicollet Investment Management
Minnesota
$823K +$300K +534 +57%
NEWAS
2597
N.E.W. Advisory Services
Wisconsin
$822K +$128K +228 +18%
PWA
2598
Prairie Wealth Advisors
Nebraska
$822K -$105K -187 -11%
SIG
2599
Sky Investment Group
Connecticut
$817K -$1.01M
SA
2600
Sincerus Advisory
New York
$814K -$5.06K -9 -0.6%