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 %
ATC
626
Argent Trust Co
Tennessee
$39.3M +$564K +1,004 +1%
JWCA
627
J.W. Cole Advisors
Florida
$39.2M -$5.94M -10,565 -13%
CP
628
Capital Planning
Washington
$39.2M -$1.03M -1,832 -3%
1WM
629
1900 Wealth Management
Texas
$39.2M -$896K -1,595 -2%
MFA
630
Mayflower Financial Advisors
Massachusetts
$39.2M -$1.77M -3,158 -4%
KCM
631
Kaye Capital Management
California
$39.1M -$202K -360 -0.5%
TGCMU
632
Titan Global Capital Management USA
New York
$39.1M +$4.27M +7,608 +12%
AAMA
633
Advanced Asset Management Advisors
Ohio
$38.9M
SFMG
634
Sage Financial Management Group
Virginia
$38.8M +$3.34M +5,944 +9%
FFA
635
Fi3 Financial Advisors
Indiana
$38.5M -$1.11M -1,984 -3%
DZ Bank
636
DZ Bank
Germany
$38.3M +$1.02M +1,808 +3%
PFS
637
Prospera Financial Services
Texas
$38.3M +$897K +1,596 +2%
KFS
638
Kelly Financial Services
Massachusetts
$37.9M -$925K -1,647 -2%
PVAMC
639
PPS&V Asset Management Consultants
Michigan
$37.7M -$8.99K -16 -0%
EWM
640
Evercore Wealth Management
New York
$37.7M -$667K -1,187 -2%
IWMA
641
Ironwood Wealth Management (Arizona)
Arizona
$37.7M +$506K +901 +1%
SIA
642
Sovereign Investment Advisors
Arizona
$37.6M -$3.16M -6,013 -8%
CA
643
Cornerstone Advisory
Maryland
$37.5M +$610K +1,086 +2%
PFP
644
Pinnacle Financial Partners
Tennessee
$37.3M +$2M +3,510 +6%
WFAG
645
Wescott Financial Advisory Group
Pennsylvania
$37.1M -$1.71M -3,041 -4%
WWM
646
Waterway Wealth Management
Texas
$37M +$14.2M +25,317 +62%
OAP
647
One Advisory Partners
Kansas
$37M -$3.48M -6,200 -9%
NWA
648
New World Advisors
Massachusetts
$37M +$17.8M +31,753 +93%
NL
649
NDWM LLC
California
$36.9M -$2M -3,551 -5%
DWT
650
Dorsey & Whitney Trust
South Dakota
$36.7M +$405K +721 +1%