IVV icon

iShares Core S&P 500 ETF

3,514 hedge funds and large institutions have $445B invested in iShares Core S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 1,496 increasing their positions, 1,432 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,514
Holders Change
-54
Holders Change %
-1.51%
% of All Funds
47.73%
Holding in Top 10
1,145
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-1.63%
% of All Funds
15.55%
New
140
Increased
1,496
Reduced
1,432
Closed
116
Calls
$8.6B
Puts
$2.73B
Net Calls
+$5.87B
Net Calls Change
+$6.39B
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$214M -$24M -48,041 -10%
SCM
202
Steele Capital Management
Iowa
$210M +$2.86M +5,089 +1%
GWM
203
Geneos Wealth Management
Colorado
$209M +$129M +228,853 +160%
PAG
204
Private Advisor Group
New Jersey
$209M -$119M -211,577 -36%
BP
205
Ballentine Partners
Massachusetts
$209M -$216K -385 -0.1%
TFO
206
Tarbox Family Office
California
$209M -$2.73M -4,863 -1%
AF
207
Apexium Financial
Texas
$206M +$7.17M +12,756 +4%
Sumitomo Mitsui Trust Group
208
Sumitomo Mitsui Trust Group
Japan
$205M +$23.8M +42,390 +13%
HP
209
Hancock Prospecting
Australia
$205M +$143M +254,966 +233%
WI
210
WealthNavi Inc
Japan
$204M +$44.3M +78,872 +28%
AIIMS
211
Analyst IMS Investment Management Services
Israel
$203M -$4.28M -7,618 -2%
PP
212
Prudential plc
United Kingdom
$203M +$33.3M +59,212 +20%
Wellington Management Group
213
Wellington Management Group
Massachusetts
$202M +$2.15M +3,823 +1%
RWM
214
Ritholtz Wealth Management
New York
$200M -$816K -1,453 -0.4%
MWA
215
Midland Wealth Advisors
Illinois
$199M -$6.13M -10,918 -3%
DLIC
216
Daido Life Insurance Company
Japan
$198M
IWC
217
Integrated Wealth Concepts
Massachusetts
$195M -$8.97M -15,963 -4%
MW
218
Marcum Wealth
Ohio
$194M +$5.7M +10,146 +3%
EIG
219
Ellenbecker Investment Group
Wisconsin
$188M -$17M -30,194 -8%
AWM
220
AE Wealth Management
Kansas
$188M +$15.9M +28,255 +9%
VC
221
Vicus Capital
Pennsylvania
$184M +$189K +337 +0.1%
Lazard Asset Management
222
Lazard Asset Management
New York
$183M -$3.57M -6,358 -2%
LPT
223
Legacy Private Trust
Wisconsin
$183M +$14M +24,841 +8%
HSBC Holdings
224
HSBC Holdings
United Kingdom
$182M -$91.5M -164,028 -33%
SPC
225
Sigma Planning Corp
Michigan
$181M -$6.03M -10,729 -3%