We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

3,997 hedge funds and large institutions have $587B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 465 funds opening new positions, 1,687 increasing their positions, 1,378 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more first-time investments, than exits

New positions opened: 465 | Existing positions closed: 64

22% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,378

12% more capital invested

Capital invested by funds: $526B → $587B (+$61.6B)

9% more funds holding in top 10

Funds holding in top 10: 1,1721,276 (+104)

9% more funds holding

Funds holding: 3,6733,997 (+324)

0.54% less ownership

Funds ownership: 79.51%78.97% (-0.54%)

15% less call options, than puts

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

Holders
3,997
Holders Change
+324
Holders Change %
+8.82%
% of All Funds
48.62%
Holding in Top 10
1,276
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+8.87%
% of All Funds
15.52%
New
465
Increased
1,687
Reduced
1,378
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
2826
Milestones Private Investment Advisors
New York
$1.03M
BWM
2827
BNC Wealth Management
Oregon
$1.02M
KWA
2828
Kondo Wealth Advisors
California
$1.02M
NA
2829
Navellier & Associates
Nevada
$1.02M +$10.9K +16 +1%
OS
2830
Objectivity Squared
South Carolina
$1.02M -$1.36K -2 -0.1%
SA
2831
Skyline Advisors
Washington
$1.02M -$40.1K -59 -4%
PS
2832
Portfolio Strategies
New York
$1.02M -$47.5K -70 -4%
TCM
2833
Towneley Capital Management
California
$1.02M -$27.8K -41 -3%
SIG
2834
Sky Investment Group
Connecticut
$1.02M
IWMO
2835
Integrated Wealth Management (Ohio)
Ohio
$1.02M +$1.01M +1,488 New
LAS
2836
Lloyd Advisory Services
Georgia
$1.02M +$129K +190 +15%
SL
2837
Summitry LLC
California
$1.02M -$282K -415 -22%
NIM
2838
Nicollet Investment Management
Minnesota
$1.02M +$3.4K +5 +0.3%
PIS
2839
POM Investment Strategies
North Carolina
$1.02M +$1.01M +1,485 New
CWMGP
2840
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.01M +$1.36K +2 +0.1%
DCA
2841
DSG Capital Advisors
Minnesota
$1.01M -$75.4K -111 -7%
PEWA
2842
Pacific Excel Wealth Advisors
California
$1.01M +$1M +1,479 New
CIG
2843
Cullen Investment Group
Louisiana
$1.01M -$86.9K -128 -8%
CHC
2844
City Holding Co
West Virginia
$1.01M +$595K +876 +147%
I
2845
InvesTrust
Oklahoma
$1.01M +$6.79K +10 +0.7%
CCM
2846
Colorado Capital Management
Colorado
$1M +$2.72K +4 +0.3%
AWM
2847
Atticus Wealth Management
Florida
$1M +$379K +558 +62%
WWM
2848
WT Wealth Management
Arizona
$1M
JF
2849
Joule Financial
Kentucky
$1M
LWMI
2850
Legacy Wealth Management (Idaho)
Idaho
$1M -$522K -769 -34%