IVV icon

iShares Core S&P 500 ETF

3,950 hedge funds and large institutions have $586B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 437 funds opening new positions, 1,678 increasing their positions, 1,369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

8% more funds holding

Funds holding: 3,6603,950 (+290)

0.59% less ownership

Funds ownership: 79.36%78.77% (-0.59%)

15% less call options, than puts

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

Holders
3,950
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,260
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.14B
Puts
$2.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Summit Financial Strategies
Ohio
$101M
CIA
402
Concurrent Investment Advisors
Florida
$101M
TIM
403
Tortoise Investment Management
New York
$101M
BS
404
Banco Santander
Spain
$99.9M
UW
405
Unique Wealth
Florida
$99.8M
IWA
406
Icon Wealth Advisors
Texas
$99.7M
MCWS
407
McKinley Carter Wealth Services
West Virginia
$99.3M
GLA
408
Great Lakes Advisors
Illinois
$98M
AWA
409
Arkadios Wealth Advisors
Georgia
$97.9M
RFA
410
RTD Financial Advisors
Pennsylvania
$97.8M
PWAM
411
Private Wealth Asset Management
Iowa
$97.5M
RDFA
412
Ritter Daniher Financial Advisory
Ohio
$97.3M
ACM
413
Arcataur Capital Management
Wisconsin
$97.2M
Betterment LLC
414
Betterment LLC
New York
$97.1M
CIM
415
CenturyLink Investment Management
Colorado
$96.9M
FWM
416
FFT Wealth Management
Pennsylvania
$96.8M
GSAM
417
Grant Street Asset Management
Pennsylvania
$96.6M
PA
418
Pinnacle Associates
New York
$96.3M
AFG
419
Atomi Financial Group
New York
$95.4M
P3I
420
Progeny 3 Inc
Washington
$95.3M
BAAM
421
Baker Avenue Asset Management
California
$95.2M
CCFCSB
422
Cape Cod Five Cents Savings Bank
Massachusetts
$94.7M
CTB
423
Country Trust Bank
Illinois
$94.4M
CL
424
Choreo LLC
Illinois
$94.2M
AG
425
AlTi Global
New York
$94M