IVV icon

iShares Core S&P 500 ETF

3,660 hedge funds and large institutions have $525B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,566 increasing their positions, 1,377 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,660
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,166
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
RF
1901
Roxbury Financial
New Jersey
$3.43M
EE
1902
EWG Elevate
California
$3.42M
BFO
1903
Biltmore Family Office
North Carolina
$3.42M
FAM
1904
Frontier Asset Management
Wyoming
$3.42M
TPA
1905
Trivium Point Advisory
Connecticut
$3.41M
APW
1906
Austin Private Wealth
Texas
$3.41M
ATWA
1907
Arbor Trust Wealth Advisors
Michigan
$3.4M
DCM
1908
Donaldson Capital Management
Indiana
$3.4M
AIM
1909
Arcadia Investment Management
Michigan
$3.38M
ECA
1910
Elevated Capital Advisors
Utah
$3.38M
HFS
1911
Hughes Financial Services
Virginia
$3.37M
TWP
1912
Triad Wealth Partners
Kansas
$3.37M
BPFA
1913
Barnes Pettey Financial Advisors
Mississippi
$3.37M
FM
1914
Family Management
New York
$3.37M
CL
1915
CVFG LLC
Indiana
$3.37M
CFG
1916
Certior Financial Group
Pennsylvania
$3.36M
CFA
1917
CWS Financial Advisors
Michigan
$3.36M
CAM
1918
Cidel Asset Management
Ontario, Canada
$3.35M
WFAG
1919
Worth Financial Advisory Group
North Carolina
$3.35M
CL
1920
COWA LLC
Oklahoma
$3.34M
PCMF
1921
Private Capital Management (Florida)
Florida
$3.32M
FCM
1922
Firestone Capital Management
Florida
$3.3M
RCWMU
1923
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.3M
WF
1924
Warner Financial
Maryland
$3.3M
CF
1925
Centaurus Financial
California
$3.3M