IVV icon

iShares Core S&P 500 ETF

3,590 hedge funds and large institutions have $461B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 1,486 increasing their positions, 1,454 reducing their positions, and 84 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: 1,486 | Existing positions reduced: 1,454

1% less funds holding in top 10

Funds holding in top 10: 1,1511,144 (-7)

3.96% less ownership

Funds ownership: 79.11%75.15% (-4%)

Holders
3,590
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,144
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
NBWM
1876
North Berkeley Wealth Management
California
$3.15M
CL
1877
CVFG LLC
Indiana
$3.15M
DWS
1878
Discipline Wealth Solutions
South Carolina
$3.14M
ECA
1879
Elevated Capital Advisors
Utah
$3.14M
PCMF
1880
Private Capital Management (Florida)
Florida
$3.12M
FWM
1881
Forza Wealth Management
Florida
$3.12M
MSA
1882
McAlister Sweet & Associates
Texas
$3.11M
CAM
1883
Cidel Asset Management
Ontario, Canada
$3.11M
CCA
1884
Carrera Capital Advisors
Michigan
$3.11M
CL
1885
COWA LLC
Oklahoma
$3.11M
SFWA
1886
Summit Financial Wealth Advisors
Louisiana
$3.09M
AWMNY
1887
Arcadia Wealth Management (New York)
New York
$3.08M
AIM
1888
Arcadia Investment Management
Michigan
$3.08M
IP
1889
Investment Partners
Ohio
$3.07M
KBFS
1890
Kohmann Bosshard Financial Services
Ohio
$3.07M
VWM
1891
Valley Wealth Managers
New Jersey
$3.06M
CSC
1892
Caldwell Sutter Capital
California
$3.06M
RCWMU
1893
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.06M
WF
1894
Warner Financial
Maryland
$3.06M
CCA
1895
Clarity Capital Advisors
Florida
$3.04M
TDWM
1896
Topel & Distasi Wealth Management
California
$3.04M
SA
1897
SRH Advisors
Kansas
$3.03M
PPA
1898
Painted Porch Advisors
California
$3.02M
MWM
1899
Melfa Wealth Management
Massachusetts
$3.02M
KCPG
1900
Kavar Capital Partners Group
Kansas
$3.02M