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 %
DCM
726
Disciplina Capital Management
Tennessee
$30.4M
ANC
727
Ames National Corp
Iowa
$30.2M +$1.39M +2,470 +5%
VCP
728
Verus Capital Partners
Arizona
$30.1M -$814K -1,449 -3%
FA
729
Fermata Advisors
California
$30.1M -$5.22M -9,292 -15%
ICMM
730
Integrated Capital Management (Michigan)
Michigan
$29.8M +$169K +301 +0.6%
CCFM
731
Clear Creek Financial Management
Washington
$29.8M -$2.05M -3,648 -6%
SP
732
SWS Partners
Ohio
$29.7M -$444K -790 -1%
BFS
733
BridgePort Financial Solutions
Iowa
$29.7M +$514K +915 +2%
PIAS
734
PCA Investment Advisory Services
Ohio
$29.7M +$4.44M +7,907 +18%
SFFS
735
Stonehage Fleming Financial Services
Jersey
$29.6M +$3.18M +5,660 +12%
CWA
736
Continuum Wealth Advisors
New York
$29.5M -$176K -313 -0.6%
AFS
737
Axiom Financial Strategies
Indiana
$29.5M -$50.6K -90 -0.2%
BFP
738
Beacon Financial Planning
Massachusetts
$29.5M -$273K -486 -0.9%
CT
739
Coastline Trust
Rhode Island
$29.4M +$633K +1,127 +2%
CPA
740
Capital Performance Advisors
California
$29.4M +$17.3M +30,819 +143%
PPW
741
PACK Private Wealth
Minnesota
$29.4M -$642K -1,142 -2%
MC
742
Middleton & Co
Massachusetts
$29.4M -$222K -395 -0.8%
OCBCO
743
Oversea-Chinese Banking Corp (OCBC)
Singapore
$29.3M
VA
744
VestGen Advisors
Illinois
$29.3M +$29.3M +52,103 New
DW
745
Durante & Waters
New York
$29.2M +$289K +515 +1%
GCA
746
Gradient Capital Advisors
California
$29M +$703K +1,251 +2%
GLA
747
Good Life Advisors
Pennsylvania
$29M +$8.6M +15,306 +42%
DAS
748
Dynamic Advisor Solutions
Arizona
$28.9M +$861K +1,533 +3%
CWP
749
Corepath Wealth Partners
Arizona
$28.9M +$1.91M +3,611 +7%
RFO
750
RiverGlades Family Offices
Florida
$28.8M -$22.5K -40 -0.1%