IVV icon

iShares Core S&P 500 ETF

3,660 hedge funds and large institutions have $525B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,566 increasing their positions, 1,377 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,660
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,166
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.17B
Puts
$1.9B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2751
Shakespeare Wealth Management
Wisconsin
$835K
TF
2752
Tenon Financial
New Jersey
$834K
NEWAS
2753
N.E.W. Advisory Services
Wisconsin
$832K
TFG
2754
Team Financial Group
California
$830K
SAM
2755
Sompo Asset Management
Japan
$830K
PRP
2756
Peak Retirement Planning
Ohio
$829K
GWAG
2757
Garrett Wealth Advisory Group
Texas
$826K
RIP
2758
RAM Investment Partners
Washington
$826K
KFG
2759
Kelly Financial Group
Connecticut
$824K
VWM
2760
VCI Wealth Management
Missouri
$823K
HWM
2761
HRC Wealth Management
Idaho
$820K
AFA
2762
Avant Financial Advisors
Texas
$818K
IWP
2763
Innova Wealth Partners
Pennsylvania
$818K
JTWM
2764
Jackson Thornton Wealth Management
Alabama
$818K
IP
2765
Ignite Planners
California
$816K
FA
2766
Fortis Advisors
Pennsylvania
$815K
PT
2767
Plimoth Trust
Massachusetts
$815K
MC
2768
Martin & Co
Tennessee
$815K
GPWM
2769
Grant Private Wealth Management
California
$815K
OBWP
2770
O'Brien Wealth Partners
Massachusetts
$813K
CLP
2771
Charis Legacy Partners
Texas
$813K
DK
2772
David Kennon
Florida
$812K
WA1
2773
Wimmer Associates 1
California
$811K
TCM
2774
Tandem Capital Management
New Jersey
$811K
SP
2775
Sequent Planning
Nebraska
$809K