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 %
MBFW
3076
Morton Brown Family Wealth
Pennsylvania
$351K
AC
3077
AIFG Consultants
New York
$350K
ACA
3078
American Capital Advisory
Idaho
$350K -$19.7K -35 -5%
BC
3079
Bowman & Company
Wisconsin
$349K +$1.12K +2 +0.3%
SFG
3080
Shum Financial Group
California
$349K
WKSWA
3081
White Knight Strategic Wealth Advisors
New Jersey
$348K -$371K -660 -52%
TPW
3082
TL Private Wealth
Texas
$348K +$998 +2 +0.3%
FDW
3083
Fourth Dimension Wealth
Ohio
$347K +$55.1K +98 +19%
NPAN
3084
Northeast Planning Associates NH
New Hampshire
$347K -$40.5K -72 -10%
RFS
3085
Richardson Financial Services
Massachusetts
$346K +$218K +388 +171%
IWP
3086
Invenio Wealth Partners
Florida
$345K
POIA
3087
Pin Oak Investment Advisors
Texas
$344K
LKIM
3088
Lawson Kroeker Investment Management
Nebraska
$344K
LIA
3089
Lynx Investment Advisory
District of Columbia
$343K -$39.3K -70 -10%
IA
3090
Intellus Advisors
Florida
$342K
CPW
3091
Cove Private Wealth
New York
$342K +$342K +609 New
SA
3092
SoundView Advisors
Washington
$342K +$562 +1 +0.2%
CP
3093
Castleview Partners
Texas
$341K -$19.7K -35 -5%
CPA
3094
Cathy Pareto & Associates
Florida
$340K -$134K -239 -28%
MCG
3095
McCollum Christoferson Group
New York
$340K
KA
3096
Kearns & Associates
California
$340K
SC
3097
Schiavi & Co
Delaware
$340K +$22.5K +40 +7%
HIS
3098
Horizon Investment Services
Indiana
$340K
BF
3099
Brogan Financial
Tennessee
$339K +$1.12K +2 +0.3%
DC
3100
Defender Capital
North Carolina
$339K