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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,546 hedge funds and large institutions have $460B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 1,466 increasing their positions, 1,439 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,546
Holders Change
+32
Holders Change %
+0.91%
% of All Funds
47.51%
Holding in Top 10
1,130
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.31%
% of All Funds
15.14%
New
189
Increased
1,466
Reduced
1,439
Closed
87
Calls
$2.58B
Puts
$2.21B
Net Calls
+$366M
Net Calls Change
-$5.51B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.72B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.43B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$739M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$661M
5
Macquarie Group
Macquarie Group
Australia
+$649M

Top Sellers

1
CM
Capula Management
Cayman Islands
-$4.79B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.55B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.94B
4
Prudential Financial
Prudential Financial
New Jersey
-$2.58B
5
Bank of America
Bank of America
North Carolina
-$2.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
2551
Worth Asset Management
Texas
$951K +$3.73K +6 +0.4%
TCM
2552
Towneley Capital Management
California
$950K -$93.1K -150 -9%
IFS
2553
Ifrah Financial Services
Arkansas
$947K -$28.6K -46 -3%
KAM
2554
Karani Asset Management
New York
$946K -$248K -400 -21%
SCM
2555
Seascape Capital Management
New Hampshire
$946K -$190K -306 -17%
RTC
2556
Real Talk Capital
Tennessee
$944K +$1.24K +2 +0.1%
WAOTB
2557
Wealth Advisors of Tampa Bay
Florida
$944K -$78.2K -126 -8%
LHWM
2558
Lake Hills Wealth Management
Texas
$944K – – –
MMPW
2559
Mitchell McLeod Pugh & Williams
Alabama
$942K -$29.8K -48 -3%
RC
2560
Reik & Co
New York
$941K – – –
GCM
2561
GKV Capital Management
California
$940K +$751K +1,210 +398%
FEM
2562
Fulcrum Equity Management
Texas
$939K +$939K +1,512 New
WIM
2563
Warwick Investment Management
Texas
$938K +$403K +649 +75%
CCM
2564
Charter Capital Management
Wisconsin
$935K +$935K +1,507 New
PFA
2565
Pathway Financial Advisors
Vermont
$932K – – –
PFA
2566
Portland Financial Advisors
New York
$930K – – –
MPIAL
2567
Milestones Private Investment Advisors LLC
New York
$930K +$930K +1,498 New
KWA
2568
Kondo Wealth Advisors
California
$930K +$179K +288 +24%
OS
2569
Objectivity Squared
South Carolina
$929K +$2.48K +4 +0.3%
WIA
2570
Westbourne Investment Advisors
Maryland
$928K +$1.24K +2 +0.1%
KW
2571
Keyvantage Wealth
Pennsylvania
$927K +$1.86K +3 +0.2%
WFA
2572
Wells Financial Advisors
Massachusetts
$926K -$255K -410 -22%
CIG
2573
Cullen Investment Group
Louisiana
$925K +$217K +350 +31%
CFSG
2574
Community Financial Services Group
Vermont
$923K -$253K -408 -22%
SP
2575
Sequent Planning
Nebraska
$923K -$2.49K -4 -0.3%
101 102
103
104 105