IVV icon

iShares Core S&P 500 ETF

3,636 hedge funds and large institutions have $524B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 170 funds opening new positions, 1,555 increasing their positions, 1,372 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,636
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,154
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.17B
Puts
$1.9B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHM
1501
Sagard Holdings Management
Ontario, Canada
$6.63M
PI
1502
Pachira Investments
California
$6.62M
SAM
1503
Strategy Asset Managers
California
$6.62M
LSPW
1504
Lake Street Private Wealth
Illinois
$6.62M
GWS
1505
Glassman Wealth Services
Virginia
$6.61M
JAG
1506
Journey Advisory Group
Kentucky
$6.6M
AIM
1507
Advyzon Investment Management
Illinois
$6.55M
WAG
1508
Windsor Advisory Group
Ohio
$6.53M
SWM
1509
SK Wealth Management
Rhode Island
$6.51M
WA
1510
WPG Advisers
Maryland
$6.5M
IIM
1511
InTrack Investment Management
Vermont
$6.49M
OFP
1512
OFC Financial Planning
New Jersey
$6.48M
PFBT
1513
Parkside Financial Bank & Trust
Missouri
$6.47M
GLLW
1514
Graves Light Lenhart Wealth
Virginia
$6.47M
AAS
1515
Annex Advisory Services
Wisconsin
$6.47M
SFM
1516
Signet Financial Management
New Jersey
$6.46M
BBPWM
1517
Blue Bell Private Wealth Management
Pennsylvania
$6.43M
CWP
1518
Curated Wealth Partners
California
$6.4M
LWMNY
1519
Landmark Wealth Management (New York)
New York
$6.4M
ACM
1520
Armbruster Capital Management
New York
$6.39M
CIA
1521
Compass Ion Advisors
Pennsylvania
$6.35M
EIA
1522
Edgemoor Investment Advisors
Maryland
$6.34M
TH
1523
TCTC Holdings
Texas
$6.32M
LFAS
1524
Level Four Advisory Services
Texas
$6.31M
MFG
1525
Magnus Financial Group
New York
$6.29M