We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

3,994 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, 1,375 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

23% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,375

12% more capital invested

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

9% more funds holding in top 10

Funds holding in top 10: 1,1711,275 (+104)

9% more funds holding

Funds holding: 3,6713,994 (+323)

0.54% less ownership

Funds ownership: 79.5%78.97% (-0.54%)

15% less call options, than puts

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

Holders
3,994
Holders Change
+323
Holders Change %
+8.8%
% of All Funds
48.6%
Holding in Top 10
1,275
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+8.88%
% of All Funds
15.51%
New
465
Increased
1,687
Reduced
1,375
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
3301
Moody Lynn & Lieberson
Massachusetts
$516K +$6.79K +10 +1%
FCT
3302
Family Capital Trust
Massachusetts
$516K -$6.79K -10 -1%
RW
3303
RVW Wealth
California
$515K -$103K -151 -17%
BCAM
3304
Boston Common Asset Management
Massachusetts
$514K -$30.6K -45 -6%
NAMP
3305
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$514K
PWG
3306
Private Wealth Group
Florida
$513K
AWA
3307
Acorn Wealth Advisors
Michigan
$512K -$107K -157 -17%
AWP
3308
Axis Wealth Partners
Rhode Island
$510K -$6.11K -9 -1%
4WM
3309
44 Wealth Management
Oregon
$510K +$505K +744 New
GC
3310
Grange Capital
Oregon
$508K -$23.8K -35 -5%
RFW
3311
Rainier Family Wealth
Washington
$508K +$14.9K +22 +3%
CWD
3312
Clarity Wealth Development
Oregon
$507K
CB
3313
Chris Bulman
California
$505K +$679 +1 +0.1%
GCWM
3314
Guided Capital Wealth Management
Texas
$504K
RMCM
3315
Reynders McVeigh Capital Management
Massachusetts
$504K -$61.1K -90 -11%
BBI
3316
Baxter Bros Inc
Connecticut
$503K
FLA
3317
Financial Life Advisors
Texas
$503K +$81.5K +120 +20%
DAC
3318
Dutch Asset Corp
New York
$503K +$498K +733 New
CA
3319
Cannon Advisors
North Carolina
$501K -$1.24M -1,819 -72%
WF
3320
Willow Financial
Arkansas
$500K +$496K +730 New
IA
3321
IMZ Advisory
Florida
$500K +$11.5K +17 +2%
VWA
3322
Valued Wealth Advisors
Utah
$498K -$176K -259 -26%
EA
3323
Ellsworth Advisors
Ohio
$498K -$29.2K -43 -6%
CFSG
3324
Clark Financial Services Group
Missouri
$497K +$18.3K +27 +4%
GA
3325
GoalVest Advisory
New York
$497K +$219K +323 +80%