IVV icon

iShares Core S&P 500 ETF

3,575 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 192 funds opening new positions, 1,477 increasing their positions, 1,450 reducing their positions, and 87 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: 1,477 | Existing positions reduced: 1,450

1% less funds holding in top 10

Funds holding in top 10: 1,1481,140 (-8)

3.82% less ownership

Funds ownership: 79.11%75.29% (-3.8%)

Holders
3,575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,140
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
WSWA
2001
Warren Street Wealth Advisors
California
$2.53M
RFA
2002
Resurgent Financial Advisors
Georgia
$2.53M
JC
2003
Jentner Corp
Ohio
$2.53M
NCM
2004
Northwest Capital Management
Oregon
$2.53M
Qube Research & Technologies (QRT)
2005
Qube Research & Technologies (QRT)
United Kingdom
$2.52M
PWA
2006
PCG Wealth Advisors
Kansas
$2.52M
OCG
2007
Opus Capital Group
Ohio
$2.52M
SFC
2008
Strategic Financial Concepts
Texas
$2.52M
GSIAS
2009
Garden State Investment Advisory Services
New Jersey
$2.51M
TCOT
2010
Trust Company of Tennessee
Tennessee
$2.5M
ACM
2011
AlphaStar Capital Management
North Carolina
$2.5M
CA
2012
CGN Advisors
Kansas
$2.5M
OA
2013
Operose Advisors
Wisconsin
$2.49M
PPC
2014
Pennington Partners & Co
Maryland
$2.48M
SWA
2015
SOA Wealth Advisors
New York
$2.47M
CGL
2016
Clarius Group LLC
Washington
$2.47M
FFB
2017
First Financial Bankshares
Texas
$2.46M
FF
2018
Francis Financial
$2.45M
CPWA
2019
Cerro Pacific Wealth Advisors
California
$2.45M
BIG
2020
Builder Investment Group
Georgia
$2.44M
CB
2021
Cadence Bank
Mississippi
$2.43M
IA
2022
Inspire Advisors
Idaho
$2.42M
AFG
2023
Allegheny Financial Group
Pennsylvania
$2.42M
KFI
2024
Key Financial Inc
Pennsylvania
$2.41M
WHCI
2025
W.H. Cornerstone Investments
Massachusetts
$2.41M