IVV icon

iShares Core S&P 500 ETF

3,625 hedge funds and large institutions have $523B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 1,550 increasing their positions, 1,368 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,625
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,150
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
CA
1926
Capital Advantage
California
$3.22M
DACG
1927
Donor Advised Charitable Giving
California
$3.22M
HFS
1928
Hopwood Financial Services
Virginia
$3.21M
AWM
1929
Alterna Wealth Management
Texas
$3.21M
TYCC
1930
Texas Yale Capital Corp
Florida
$3.21M
BFA
1931
Beacon Financial Advisory
Ohio
$3.2M
GCM
1932
Generation Capital Management
New York
$3.19M
BCM
1933
Birmingham Capital Management
Alabama
$3.19M
AF
1934
Alerus Financial
North Dakota
$3.19M
GWA
1935
Gratus Wealth Advisors
Virginia
$3.19M
HAS
1936
HBW Advisory Services
California
$3.18M
PMA
1937
Prudent Man Advisors
Illinois
$3.17M
TF
1938
Tudor Financial
Ohio
$3.17M
MA
1939
Marquette Associates
Illinois
$3.16M
VWM
1940
Valley Wealth Managers
New Jersey
$3.16M
KCPG
1941
Kavar Capital Partners Group
Kansas
$3.15M
SWA
1942
Sterling Wealth Advisors
Florida
$3.15M
DC
1943
Darrow Company
Massachusetts
$3.15M
SAM
1944
SP Asset Management
California
$3.14M
DWM
1945
Diversify Wealth Management
Utah
$3.13M
SRC
1946
Sage Rhino Capital
California
$3.12M
TWM
1947
Tolleson Wealth Management
Texas
$3.12M
ACA
1948
Ackerman Capital Advisors
Texas
$3.11M
MCM
1949
Mengis Capital Management
Oregon
$3.1M
TPWA
1950
TRUE Private Wealth Advisors
Oregon
$3.09M