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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
LWP
2701
LMG Wealth Partners
Louisiana
$813K +$752K +1,309 New
B
2702
Bensler
Washington
$811K -$2.3K -4 -0.3%
IRAG
2703
Investment Research & Advisory Group
Georgia
$810K +$2.3K +4 +0.3%
ISFAN
2704
Investor's Fiduciary Advisor Network
Washington
$810K -$66K -115 -8%
CAM
2705
Congress Asset Management
Massachusetts
$808K -$1.87M -3,265 -72%
LSWP
2706
Liberty Square Wealth Partners
Pennsylvania
$803K -$214K -372 -22%
TPWM
2707
Twelve Points Wealth Management
Massachusetts
$802K +$2.87K +5 +0.4%
HIP
2708
Harrell Investment Partners
Texas
$800K -$63.7K -111 -8%
CWAG
2709
Compton Wealth Advisory Group
Virginia
$799K
CCA
2710
Conservest Capital Advisors
Pennsylvania
$795K +$1.15K +2 +0.2%
RFN
2711
RDA Financial Network
Iowa
$791K -$22.4K -39 -3%
CWM
2712
Collaborative Wealth Management
Florida
$788K +$39K +68 +6%
FNBOMD
2713
First National Bank of Mount Dora
Florida
$788K
GCP
2714
Gill Capital Partners
Colorado
$788K +$29.9K +52 +4%
TAM
2715
Tucker Asset Management
Colorado
$787K +$302K +526 +71%
SFWC
2716
Strategic Family Wealth Counselors
New Jersey
$787K +$292K +508 +67%
CISOA
2717
Capital Investment Services of America
Wisconsin
$785K -$71.8K -125 -9%
SWM
2718
SpringVest Wealth Management
Texas
$784K -$2.87K -5 -0.4%
CF
2719
Convergence Financial
Missouri
$784K +$20.1K +35 +3%
GWWM
2720
Great Waters Wealth Management
Minnesota
$780K +$574 +1 +0.1%
TF
2721
Tenon Financial
New Jersey
$777K +$4.02K +7 +0.6%
WCAMG
2722
Woodard & Company Asset Management Group
North Carolina
$777K -$14.9K -26 -2%
RB
2723
Renasant Bank
Mississippi
$776K -$36.2K -63 -5%
GWAG
2724
Garrett Wealth Advisory Group
Texas
$774K -$434K -755 -38%
TH
2725
Team Hewins
California
$772K -$727K -1,267 -50%

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.