IVV icon

iShares Core S&P 500 ETF

3,917 hedge funds and large institutions have $584B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 418 funds opening new positions, 1,668 increasing their positions, 1,367 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

Funds holding:

7% more funds holding in top 10

Funds holding in top 10: 1,1631,246 (+83)

0.73% less ownership

Funds ownership: 79.3%78.58% (-0.73%)

15% less call options, than puts

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

Holders
3,917
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,246
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
LKWM
801
Lee-Kelleher Wealth Management
Maryland
$32.9M
NA
802
Nottingham Advisors
New York
$32.8M
MC
803
Middleton & Co
Massachusetts
$32.8M
DAS
804
Dynamic Advisor Solutions
Arizona
$32.7M
COFSG
805
Carbahal Olsen Financial Services Group
California
$32.6M
AC
806
AlphaCore Capital
California
$32.3M
AAP
807
Arax Advisory Partners
Colorado
$32.2M
BEI
808
Benjamin Edwards Inc
Missouri
$32.1M
IA
809
IFS Advisors
Kansas
$32.1M
CB
810
Community Bank
New York
$32.1M
AWG
811
Altus Wealth Group
Colorado
$32M
WP
812
WealthShield Partners
North Carolina
$31.9M
CFGF
813
Compass Financial Group (Florida)
Florida
$31.8M
SCA
814
Sandy Cove Advisors
Massachusetts
$31.8M
ACA
815
Aptus Capital Advisors
Alabama
$31.7M
DT
816
Diversified Trust
Tennessee
$31.7M
SFP
817
Shepherd Financial Partners
Massachusetts
$31.7M
B
818
Bedminster
South Carolina
$31.7M
CAAM
819
Cornerstone Advisors Asset Management
Pennsylvania
$31.6M
PFA
820
Pettinga Financial Advisors
Indiana
$31.6M
PCM
821
Pennsylvania Capital Management
Pennsylvania
$31.4M
GBT
822
Grove Bank & Trust
Florida
$31.4M
CFP
823
Cascade Financial Partners
California
$31.3M
MWM
824
Meridian Wealth Management
Kentucky
$31.3M
BFS
825
BridgePort Financial Solutions
Iowa
$31.2M