IVV icon

iShares Core S&P 500 ETF

3,564 hedge funds and large institutions have $460B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 1,472 increasing their positions, 1,446 reducing their positions, and 87 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: 1,472 | Existing positions reduced: 1,446

1% less funds holding in top 10

Funds holding in top 10: 1,1471,137 (-10)

3.85% less ownership

Funds ownership: 79.1%75.26% (-3.8%)

Holders
3,564
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,137
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
AssetMark Inc
101
AssetMark Inc
California
$563M
Franklin Resources
102
Franklin Resources
California
$563M
UCFA
103
United Capital Financial Advisors
Texas
$532M
PAS
104
Park Avenue Securities
New York
$528M
Principal Financial Group
105
Principal Financial Group
Iowa
$516M
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$516M
CM
107
Churchill Management
California
$513M
SG Americas Securities
108
SG Americas Securities
New York
$513M
PCIG
109
Partners Capital Investment Group
Massachusetts
$506M
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$503M
Allianz Asset Management
111
Allianz Asset Management
Germany
$497M
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$495M
Baird Financial Group
113
Baird Financial Group
Wisconsin
$490M
LWIC
114
Leith Wheeler Investment Counsel
British Columbia, Canada
$471M
CCM
115
Coldstream Capital Management
Washington
$462M
DWM
116
Dynasty Wealth Management
Florida
$458M
CWM
117
Circle Wealth Management
New Jersey
$456M
KAS
118
Kestra Advisory Services
Texas
$455M
PA
119
Parallel Advisors
California
$454M
SGI
120
Swan Global Investments
Colorado
$452M
HSBC Holdings
121
HSBC Holdings
United Kingdom
$439M
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$424M
CFG
123
CKW Financial Group
Hawaii
$414M
UB
124
UMB Bank
Missouri
$411M
MMFA
125
Main Management Fund Advisors
California
$408M