IVV icon

iShares Core S&P 500 ETF

3,574 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, 1,477 increasing their positions, 1,450 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: 1,477 | Existing positions reduced: 1,450

1% less funds holding in top 10

Funds holding in top 10: 1,1481,139 (-9)

3.84% less ownership

Funds ownership: 79.11%75.27% (-3.8%)

Holders
3,574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,139
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
SFPG
1501
Stonebridge Financial Planning Group
Florida
$5.87M
SAM
1502
Strategy Asset Managers
California
$5.86M
SC
1503
Sykon Capital
New York
$5.86M
JJBC
1504
James J. Burns & Company
New York
$5.85M
FCA
1505
FLC Capital Advisors
California
$5.85M
MFG
1506
Magnus Financial Group
New York
$5.84M
EFG
1507
Embree Financial Group
Illinois
$5.84M
BB
1508
Berkshire Bank
Massachusetts
$5.84M
SJIM
1509
St. Johns Investment Management
Florida
$5.81M
MFA
1510
Morling Financial Advisors
California
$5.79M
BL
1511
BFSG LLC
California
$5.78M
EP
1512
Essential Planning
New Hampshire
$5.77M
SCA
1513
Strathmore Capital Advisors
North Carolina
$5.76M
QWM
1514
Quadcap Wealth Management
Texas
$5.75M
SMA
1515
Sage Mountain Advisors
Georgia
$5.74M
EFH
1516
Eaton Financial Holdings
Florida
$5.73M
T
1517
TrueFG
Texas
$5.73M
CIA
1518
Compass Ion Advisors
Pennsylvania
$5.72M
FFM
1519
Forum Financial Management
Illinois
$5.71M
JSL
1520
JT Stratford LLC
Georgia
$5.71M
NWM
1521
Navigoe Wealth Management
California
$5.69M
SWA
1522
Strategies Wealth Advisors
Michigan
$5.68M
BFW
1523
Brady Family Wealth
Missouri
$5.68M
KCP
1524
Kera Capital Partners
California
$5.68M
PCA
1525
PMV Capital Advisers
Texas
$5.66M