IVV icon

iShares Core S&P 500 ETF

3,651 hedge funds and large institutions have $524B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 170 funds opening new positions, 1,560 increasing their positions, 1,377 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,651
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,162
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
CWMGO
3526
Capstone Wealth Management Group (Oregon)
Oregon
$209K
WFM
3527
Wolff Financial Management
Michigan
$209K
SC
3528
Stephens Consulting
Michigan
$207K
MTWM
3529
Masso Torrence Wealth Management
New Jersey
$207K
PPW
3530
Presilium Private Wealth
Pennsylvania
$206K
OWM
3531
OneAscent Wealth Management
Alabama
$206K
QHA
3532
Quarry Hill Advisors
Minnesota
$206K
CC
3533
Capstone Capital
Nevada
$205K
BCG
3534
Bravias Capital Group
New Jersey
$205K
AFG
3535
Albion Financial Group
Utah
$204K
MCM
3536
MontVue Capital Management
Virginia
$203K
ATI
3537
ARK & TLK Investments
Oklahoma
$203K
CWM
3538
Cherrydale Wealth Management
New Jersey
$203K
PA
3539
Prism Advisors
California
$202K
HFM
3540
Hartford Funds Management
Pennsylvania
$202K
PCMN
3541
Paradigm Capital Management (Nevada)
Nevada
$202K
RF
3542
rebel Financial
Ohio
$201K
BFAG
3543
Blackston Financial Advisory Group
Florida
$201K
EPW
3544
Evergreen Private Wealth
Colorado
$201K
AWM
3545
Aberdeen Wealth Management
Illinois
$201K
PIA
3546
Powell Investment Advisors
Florida
$199K
AWM
3547
AllSquare Wealth Management
New York
$199K
ACM
3548
Anfield Capital Management
California
$195K
CAM
3549
Clarity Asset Management
Iowa
$192K
BAM
3550
Bellevue Asset Management
Washington
$191K