IVV icon

iShares Core S&P 500 ETF

3,917 hedge funds and large institutions have $584B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 418 funds opening new positions, 1,668 increasing their positions, 1,367 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% more funds holding in top 10

Funds holding in top 10: 1,1631,246 (+83)

0.73% less ownership

Funds ownership: 79.3%78.58% (-0.73%)

15% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $2.53B

Holders
3,917
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,246
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.14B
Puts
$2.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2651
Crux Wealth Advisors
California
$1.24M
BF
2652
Brooklyn FI
New York
$1.24M
RWA
2653
Roberts Wealth Advisors
California
$1.24M
CAM
2654
Close Asset Management
United Kingdom
$1.24M
CAG
2655
Centerpoint Advisory Group
Kansas
$1.24M
LPP
2656
Life Planning Partners
Florida
$1.24M
SCM
2657
SB Capital Management
California
$1.24M
AWMS
2658
Advocacy Wealth Management Services
Georgia
$1.23M
JC
2659
JM2 Capital
Oklahoma
$1.23M
SC
2660
Shearwater Capital
Colorado
$1.23M
NF
2661
Nvest Financial
New Hampshire
$1.23M
PCI
2662
Planning Center Inc
Illinois
$1.22M
SFP
2663
SwitchPoint Financial Planning
Utah
$1.22M
BWM
2664
Birchcreek Wealth Management
Ohio
$1.22M
IPW
2665
IronBridge Private Wealth
Texas
$1.22M
SGFG
2666
Silver Grove Financial Group
New York
$1.22M
CBB
2667
Citizens Business Bank
California
$1.22M
AP
2668
Atwood & Palmer
Missouri
$1.22M
CNFG
2669
Creegan & Nassoura Financial Group
New Hampshire
$1.22M
SWP
2670
Stone Wealth Partners
Louisiana
$1.22M
JSAM
2671
J. Safra Asset Management
New York
$1.21M
SAM
2672
Sequent Asset Management
Texas
$1.21M
NWM
2673
Northwest Wealth Management
Iowa
$1.21M
SP
2674
Sequent Planning
Nebraska
$1.21M
GC
2675
Guidance Capital
Kentucky
$1.2M