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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 %
LSL
2701
Legacy Solutions LLC
Pennsylvania
$731K -$11.2K -18 -2%
AA
2702
Apriem Advisors
California
$728K +$54.7K +88 +8%
JTWM
2703
Jackson Thornton Wealth Management
Alabama
$727K +$425K +682 +141%
FI
2704
FWG Investments
Kentucky
$726K +$726K +1,170 New
AFO
2705
Arrowroot Family Office
California
$726K +$726K +1,169 New
SFS
2706
Stiles Financial Services
Minnesota
$726K +$621 +1 +0.1%
AI
2707
Axecap Investments
Ohio
$725K +$76.4K +123 +12%
LWM
2708
LJI Wealth Management
Indiana
$725K +$2.48K +4 +0.3%
FRA
2709
Front Row Advisors
California
$724K – – –
BF
2710
Blankinship & Foster
California
$723K -$18K -29 -2%
SFS
2711
Sharp Financial Services
Pennsylvania
$721K -$208K -335 -22%
ZIG
2712
Zuckerman Investment Group
Illinois
$721K +$20.5K +33 +3%
CWP
2713
CFM Wealth Partners
Texas
$721K -$21.1K -34 -3%
DA
2714
Dash Acquisitions
California
$721K – – –
CCM
2715
Colorado Capital Management
Colorado
$720K -$9.94K -16 -1%
HWM
2716
HRC Wealth Management
Idaho
$719K +$2.48K +4 +0.3%
TWD
2717
True Wealth Design
Ohio
$717K +$31K +50 +5%
AWA
2718
AmeriServ Wealth Advisors
Pennsylvania
$717K -$5.59K -9 -0.8%
MIAS
2719
Mason Investment Advisory Services
Virginia
$716K +$1.86K +3 +0.3%
A
2720
Argentarii
Ohio
$715K +$621 +1 +0.1%
ST
2721
Somerset Trust
Pennsylvania
$713K – – –
SFP
2722
Strategic Financial Planning
Texas
$713K – – –
AWM
2723
Activest Wealth Management
Florida
$712K +$1.86K +3 +0.3%
MKA
2724
M. Kulyk & Associates
Georgia
$712K -$42.8K -69 -6%
OL
2725
one8zero8 LLC
North Carolina
$710K +$1.24K +2 +0.2%
107 108
109
110 111