As of the latest SEC filings, ISHARES CORE S&P 500 ETF (IVV) is held by 242 institutional funds. The largest fund shareholder is Potomac Defensive Bull Fund (CRDBX), holding an estimated $1,968,774,940.00 in market value, representing 70.86% of its portfolio.
Funds holding ISHARES CORE S&P 500 ETF (IVV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IVV
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CRDBX
Potomac Defensive Bull Fund
|
MF | Independent / Boutique | 70.86% | $1,968,774,940.00 | 3,014,000 | Mar 31, 2026 | May 28, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 1.70% | $1,565,751,567.48 | 2,271,246 | Feb 28, 2026 | Apr 24, 2026 |
|
AOA
iShares Core 80/20 Aggressive Allocation ETF
|
ETF | BlackRock / iShares | 45.83% | $1,396,884,850.92 | 1,934,556 | Apr 30, 2026 | Jun 25, 2026 |
|
AOR
iShares Core 60/40 Balanced Allocation ETF
|
ETF | BlackRock / iShares | 35.04% | $1,218,140,754.84 | 1,687,012 | Apr 30, 2026 | Jun 25, 2026 |
|
-
S&P 500 Index Master Portfolio
|
ETF | Independent / Boutique | 0.97% | $504,453,180.28 | 772,268 | Mar 31, 2026 | May 28, 2026 |
|
FMUEX
Free Market U.S. Equity Fund
|
MF | Independent / Boutique | 9.29% | $488,134,811.64 | 708,078 | Feb 28, 2026 | Apr 28, 2026 |
|
-
BlackRock Global Tactical Strategies Portfolio
|
ETF | Independent / Boutique | 15.59% | $432,884,879.84 | 662,704 | Mar 31, 2026 | May 28, 2026 |
|
AOM
iShares Core 40/60 Moderate Allocation ETF
|
ETF | BlackRock / iShares | 23.83% | $410,131,427.58 | 567,994 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Transamerica Goldman Sachs Managed Risk - Balanced ETF VP
|
ETF | Transamerica | 10.55% | $347,686,046.33 | 532,273 | Mar 31, 2026 | May 26, 2026 |
|
SDRAX
Swan Defined Risk Fund
|
MF | Independent / Boutique | 59.16% | $347,507,720.00 | 532,000 | Mar 31, 2026 | May 28, 2026 |
|
-
AVIP Constellation Managed Risk Moderate Growth Portfolio
|
ETF | Independent / Boutique | 28.33% | $326,998,232.42 | 500,602 | Mar 31, 2026 | May 29, 2026 |
|
HEQT
Simplify Hedged Equity ETF
|
ETF | Independent / Boutique | 98.13% | $301,613,185.40 | 461,740 | Mar 31, 2026 | May 29, 2026 |
|
-
AVIP Constellation Dynamic Risk Balanced Portfolio
|
ETF | Independent / Boutique | 20.49% | $293,448,060.40 | 449,240 | Mar 31, 2026 | May 29, 2026 |
|
BIAPX
BlackRock 80/20 Target Allocation Fund
|
MF | BlackRock / iShares | 11.83% | $278,789,374.79 | 426,799 | Mar 31, 2026 | May 26, 2026 |
|
-
Transamerica Goldman Sachs Managed Risk - Growth ETF VP
|
ETF | Transamerica | 17.52% | $276,228,791.59 | 422,879 | Mar 31, 2026 | May 26, 2026 |
|
IVVW
iShares S&P 500 BuyWrite ETF
|
ETF | BlackRock / iShares | 102.24% | $276,047,361.00 | 382,300 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Diversified Growth Adaptive Allocation Account
|
ETF | Independent / Boutique | 19.78% | $273,773,375.20 | 419,120 | Mar 31, 2026 | May 26, 2026 |
|
MRSK
Agility Shares Managed Risk ETF
|
ETF | Independent / Boutique | 88.40% | $258,508,280.70 | 358,010 | Apr 30, 2026 | Jun 26, 2026 |
|
TEND
iShares Large Cap 10% Target Buffer Dec ETF
|
ETF | BlackRock / iShares | 99.39% | $226,332,841.50 | 313,450 | Apr 30, 2026 | Jun 24, 2026 |
|
-
SSGA Growth and Income ETF Portfolio
|
ETF | Independent / Boutique | 13.81% | $221,900,009.47 | 339,707 | Mar 31, 2026 | May 28, 2026 |
|
-
Transamerica BlackRock iShares Active Asset Allocation - Moderate VP
|
ETF | Transamerica | 27.98% | $217,230,211.18 | 332,558 | Mar 31, 2026 | May 26, 2026 |
|
-
AST PGIM Aggressive Multi-Asset Portfolio
|
ETF | Independent / Boutique | 1.73% | $216,983,297.80 | 332,180 | Mar 31, 2026 | May 27, 2026 |
|
HEDG
Equable Shares Hedged Equity ETF
|
ETF | Independent / Boutique | 53.42% | $213,010,650.00 | 295,000 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Transamerica BlackRock iShares Dynamic Allocation - Balanced VP
|
ETF | Transamerica | 33.39% | $194,527,897.63 | 297,803 | Mar 31, 2026 | May 26, 2026 |
|
-
AST Balanced Asset Allocation Portfolio
|
ETF | Independent / Boutique | 0.85% | $183,314,241.56 | 280,636 | Mar 31, 2026 | May 27, 2026 |
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