IVV icon

iShares Core S&P 500 ETF

3,590 hedge funds and large institutions have $461B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 1,486 increasing their positions, 1,454 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 1,486 | Existing positions reduced: 1,454

1% less funds holding in top 10

Funds holding in top 10: 1,1511,144 (-7)

3.96% less ownership

Funds ownership: 79.11%75.15% (-4%)

Holders
3,590
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,144
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.58B
Puts
$2.21B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
726
Cypress Financial Planning
New Jersey
$32.2M
MOS
727
MGO One Seven
Ohio
$32M
SC
728
Syon Capital
California
$32M
Balyasny Asset Management
729
Balyasny Asset Management
Illinois
$32M
RFO
730
RiverGlades Family Offices
Florida
$31.8M
CFFNO
731
Common Fund For Nonprofit Organizations
Connecticut
$31.8M
OGF
732
Orin Green Financial
California
$31.8M
ERWM
733
Elk River Wealth Management
Colorado
$31.7M
WWA
734
WCG Wealth Advisors
Nevada
$31.6M
RWA
735
River Wealth Advisors
Pennsylvania
$31.6M
VA
736
VestGen Advisors
Illinois
$31.6M
BFS
737
BridgePort Financial Solutions
Iowa
$31.6M
SIA
738
Soltis Investment Advisors
Utah
$31.6M
LPFG
739
Landing Point Financial Group
Ohio
$31.6M
AFW
740
Atlantic Family Wealth
Florida
$31.6M
MM
741
Meridian Management
Arkansas
$31.6M
NPT
742
Nixon Peabody Trust
Massachusetts
$31.5M
WQ
743
Wealth Quarterback
New Jersey
$31.2M
AFS
744
Axiom Financial Strategies
Indiana
$31.2M
SW
745
SVB Wealth
Massachusetts
$31.2M
MC
746
Middleton & Co
Massachusetts
$31.2M
FPCP
747
Fort Point Capital Partners
California
$31.2M
VFG
748
Valley Financial Group
Pennsylvania
$31.1M
BFP
749
Beacon Financial Planning
Massachusetts
$31M
PWMAG
750
Pinnacle Wealth Management Advisory Group
New Jersey
$30.8M