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iShares Core S&P 500 ETF

3,617 hedge funds and large institutions have $463B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 1,496 increasing their positions, 1,463 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 87

15% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.24B

1% more funds holding

Funds holding: 3,5643,617 (+53)

4% more capital invested

Capital invested by funds: $446B → $463B (+$16.9B)

2% more repeat investments, than reductions

Existing positions increased: 1,496 | Existing positions reduced: 1,463

1% less funds holding in top 10

Funds holding in top 10: 1,1631,157 (-6)

3.97% less ownership

Funds ownership: 79.36%75.39% (-4%)

Holders
3,617
Holders Change
+53
Holders Change %
+1.49%
% of All Funds
47.62%
Holding in Top 10
1,157
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.52%
% of All Funds
15.23%
New
193
Increased
1,496
Reduced
1,463
Closed
87
Calls
$2.58B
Puts
$2.24B
Net Calls
+$342M
Net Calls Change
-$5.53B
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
2601
William Mack & Associates
Michigan
$948K -$6.32K -11 -0.7%
IFS
2602
Ifrah Financial Services
Arkansas
$947K -$26.4K -46 -3%
KAM
2603
Karani Asset Management
New York
$946K -$230K -400 -21%
SCM
2604
Seascape Capital Management
New Hampshire
$946K -$176K -306 -17%
RTC
2605
Real Talk Capital
Tennessee
$944K +$1.15K +2 +0.1%
WAOTB
2606
Wealth Advisors of Tampa Bay
Florida
$944K -$72.3K -126 -8%
LHWM
2607
Lake Hills Wealth Management
Texas
$944K
MMPW
2608
Mitchell McLeod Pugh & Williams
Alabama
$942K -$27.6K -48 -3%
RC
2609
Reik & Co
New York
$941K
GCM
2610
GKV Capital Management
California
$940K +$695K +1,210 +398%
FEM
2611
Fulcrum Equity Management
Texas
$939K +$868K +1,512 New
IWA
2612
Invera Wealth Advisors
Oregon
$939K -$1.19M -2,067 -58%
WIM
2613
Warwick Investment Management
Texas
$938K +$373K +649 +75%
CCM
2614
Charter Capital Management
Wisconsin
$935K +$865K +1,507 New
PFA
2615
Pathway Financial Advisors
Vermont
$932K
PFA
2616
Portland Financial Advisors
New York
$930K
MPIA
2617
Milestones Private Investment Advisors
New York
$930K +$860K +1,498 New
KWA
2618
Kondo Wealth Advisors
California
$930K +$165K +288 +24%
OS
2619
Objectivity Squared
South Carolina
$929K +$2.3K +4 +0.3%
WIA
2620
Westbourne Investment Advisors
Maryland
$928K +$1.15K +2 +0.1%
KW
2621
Keyvantage Wealth
Pennsylvania
$927K +$1.72K +3 +0.2%
WFA
2622
Wells Financial Advisors
Massachusetts
$926K -$235K -410 -22%
CIG
2623
Cullen Investment Group
Louisiana
$925K +$201K +350 +31%
CFSG
2624
Community Financial Services Group
Vermont
$923K -$234K -408 -22%
SP
2625
Sequent Planning
Nebraska
$923K -$2.3K -4 -0.3%

IVV Hedge Fund Activity: Q2 2025 in Review

3,617 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2025, worth a combined $463B — up 3.8% from $446B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new IVV positions and 87 closed out — a net gain of 106 holders — while 1,496 added to existing stakes and 1,463 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.51B. The largest seller was Capula Management, cutting an estimated $4.43B.

  • 3,617 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2025, up from 3,564 in Q1 2025.
  • Funds reported $463B of iShares Core S&P 500 ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 193 funds opened new iShares Core S&P 500 ETF positions in Q2 2025 and 87 closed out, a net change of +106 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $2.51B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2025 was Capula Management, an estimated $4.43B sold.

Based on aggregated 13F filings for Q2 2025.