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
PWM
1926
PMG Wealth Management
Illinois
$3.29M
GFPC
1927
Global Financial Private Client
Florida
$3.29M
KAM
1928
Knightsbridge Asset Management
California
$3.29M
IP
1929
Investment Partners
Ohio
$3.28M
FFWA
1930
Forthright Family Wealth Advisory
Texas
$3.27M
HWM
1931
Howard Wealth Management
Connecticut
$3.27M
SA
1932
SRH Advisors
Kansas
$3.27M
FCM
1933
Fortis Capital Management
Washington
$3.26M
MWM
1934
Melfa Wealth Management
Massachusetts
$3.26M
EAM
1935
Evanson Asset Management
California
$3.25M
SPC
1936
Spirepoint Private Client
Florida
$3.24M
CSC
1937
Caldwell Sutter Capital
California
$3.24M
RFG
1938
REAP Financial Group
Texas
$3.24M
CCA
1939
Clarity Capital Advisors
Florida
$3.23M
MGW
1940
MB Generational Wealth
Washington
$3.23M
PPA
1941
Painted Porch Advisors
California
$3.23M
CA
1942
Capital Advantage
California
$3.22M
DACG
1943
Donor Advised Charitable Giving
California
$3.22M
HFS
1944
Hopwood Financial Services
Virginia
$3.21M
AWM
1945
Alterna Wealth Management
Texas
$3.21M
TYCC
1946
Texas Yale Capital Corp
Florida
$3.21M
BFA
1947
Beacon Financial Advisory
Ohio
$3.2M
GCM
1948
Generation Capital Management
New York
$3.19M
BCM
1949
Birmingham Capital Management
Alabama
$3.19M
AF
1950
Alerus Financial
North Dakota
$3.19M