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 %
RA
2326
RoundAngle Advisors
New Jersey
$1.31M +$28.1K +50 +2%
MCM
2327
Mendel Capital Management
Arkansas
$1.31M +$562 +1 +0%
SW
2328
SkyOak Wealth
Michigan
$1.31M -$77.5K -138 -6%
CWG
2329
Crown Wealth Group
North Carolina
$1.31M -$442K -787 -25%
SA
2330
Skyline Advisors
Washington
$1.3M
PP
2331
Patron Partners
Texas
$1.3M +$21.9K +39 +2%
FAG
2332
Fortitude Advisory Group
Washington
$1.3M -$89.8K -170 -6%
PPW
2333
Parcion Private Wealth
Washington
$1.3M +$380K +677 +42%
BOM
2334
Bank of Marin
California
$1.29M -$15.2K -27 -1%
APWA
2335
Atlas Private Wealth Advisors
New Jersey
$1.29M -$129K -230 -9%
CGL
2336
Clarius Group LLC
Washington
$1.29M +$2.25K +4 +0.2%
UFA
2337
Uptown Financial Advisors
Texas
$1.29M
FIM
2338
FWL Investment Management
Texas
$1.29M -$283K -504 -18%
FMTC
2339
Farmers & Merchants Trust Company
California
$1.28M
PGWM
2340
Pitti Group Wealth Management
New York
$1.28M +$19.7K +35 +2%
AMCA
2341
Arthur M. Cohen & Associates
Illinois
$1.28M +$24.2K +43 +2%
MHB
2342
Midwest Heritage Bank
Iowa
$1.28M
CP
2343
Clarendon Private
Massachusetts
$1.28M +$88.2K +157 +7%
CAL
2344
Capital Advisors Ltd
Ohio
$1.28M +$2.25K +4 +0.2%
SSWM
2345
Smith Salley Wealth Management
North Carolina
$1.27M -$10.7K -19 -0.8%
BC
2346
Burney Company
Virginia
$1.27M -$298K -530 -19%
DWM
2347
Diversify Wealth Management
Utah
$1.27M -$264K -474 -17%
IPW
2348
Intergy Private Wealth
Colorado
$1.27M -$54.5K -97 -4%
CP
2349
Canopy Partners
Ohio
$1.27M -$100K -178 -7%
MFA
2350
McClarren Financial Advisors
Pennsylvania
$1.26M +$1.26M +3,207 New