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 %
CC
926
Cadinha & Co
Hawaii
$19M -$7.81M -13,896 -29%
OCM
927
Orion Capital Management
California
$19M +$1.22M +2,174 +7%
DCM
928
Dimension Capital Management
Florida
$18.9M -$2.38M -4,241 -11%
LCOV
929
London Company of Virginia
Virginia
$18.8M -$20.7M -36,756 -52%
KDA
930
Kraft Davis & Associates
Missouri
$18.8M -$202K -383 -1%
HAS
931
Holland Advisory Services
Florida
$18.8M -$835K -1,486 -4%
DAS
932
Diversify Advisory Services
Utah
$18.8M -$2.69M -4,828 -13%
DC
933
Destiny Capital
Colorado
$18.7M +$1.4M +2,488 +8%
WCP
934
Wick Capital Partners
Pennsylvania
$18.7M +$32K +57 +0.2%
RA
935
RFG Advisory
Alabama
$18.6M -$11.2M -19,958 -38%
CPW
936
Catalyst Private Wealth
California
$18.5M +$2.37M +4,225 +15%
EWM
937
EPG Wealth Management
Georgia
$18.5M -$402K -716 -2%
AECF
938
Annie E. Casey Foundation
Maryland
$18.4M +$6.36M +11,312 +53%
FW
939
Fairway Wealth
Ohio
$18.4M +$1.61M +2,862 +10%
TR
940
Tepp RIA
New Jersey
$18.4M +$579K +1,031 +3%
NEAM
941
New England Asset Management
Connecticut
$18.3M
SCP
942
Stevens Capital Partners
Nebraska
$18.3M -$3.63M -6,453 -17%
JWM
943
Jackson Wealth Management
Florida
$18.3M -$44.4K -79 -0.2%
Luther King Capital Management (LKCM)
944
Luther King Capital Management (LKCM)
Texas
$18.2M -$22.3M
OWA
945
Outlook Wealth Advisors
Texas
$18.2M +$1.48M +2,630 +9%
TFM
946
Trademark Financial Management
Minnesota
$18M +$586K +1,042 +3%
GWM
947
GSB Wealth Management
Connecticut
$18M -$2.52M -4,488 -12%
WJA
948
Willis Johnson & Associates
Texas
$17.9M +$761K +1,355 +4%
GWM
949
Global Wealth Management
New Jersey
$17.9M -$126K -225 -0.7%
AWS
950
Aspen Wealth Strategies
Colorado
$17.8M +$427K +760 +2%