We are live on ! Find out more
IVV icon

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
AUB
251
Atlantic Union Bankshares
Virginia
$162M +$142M +247,441 +1,924%
EPA
252
Element Pointe Advisors
Florida
$160M -$12.2M -21,324 -8%
LBC
253
Lowe Brockenbrough & Co
Virginia
$160M +$4.77M +8,301 +3%
GIM
254
Goelzer Investment Management
Indiana
$160M +$3.79M +6,596 +3%
CWM
255
Calamos Wealth Management
Illinois
$159M -$6.24M -10,873 -4%
MFG
256
Merit Financial Group
Georgia
$158M -$6.29M -10,962 -4%
JC
257
JB Capital
Connecticut
$156M -$120M -209,772 -46%
BBA
258
BLB&B Advisors
Pennsylvania
$154M +$6.03M +10,501 +4%
GC
259
Grimes & Company
Massachusetts
$153M +$14.1M +24,586 +11%
PFM
260
Phillips Financial Management
Indiana
$153M +$1.11M +1,926 +0.8%
MFIM
261
Mesirow Financial Investment Management
Illinois
$150M +$4.06M +7,075 +3%
SP
262
Stairway Partners
Illinois
$150M +$851K +1,482 +0.6%
JFA
263
JNBA Financial Advisors
Minnesota
$149M +$11.2M +19,543 +9%
BWP
264
BlueStem Wealth Partners
Minnesota
$148M +$8.25M +14,360 +6%
Ensign Peak Advisors
265
Ensign Peak Advisors
Utah
$147M -$14M -24,314 -9%
MA
266
Montag & Associates
Georgia
$146M +$4.19M +7,300 +3%
FSWA
267
Financial Synergies Wealth Advisors
Texas
$145M +$774K +1,348 +0.6%
MFS
268
McNamara Financial Services
Massachusetts
$144M -$200K -349 -0.1%
Financial Engines Advisors
269
Financial Engines Advisors
California
$144M +$124M +215,504 +1,321%
QCG
270
Quadrant Capital Group
Ohio
$143M -$26.1M -45,540 -16%
LGWM
271
Litman Gregory Wealth Management
California
$142M +$2.19M +3,819 +2%
LFG
272
Leverty Financial Group
Wisconsin
$140M +$103M +178,604 +379%
MLIC
273
Mandatum Life Insurance Company
Finland
$140M +$5.14M +8,952 +4%
CB
274
Commerce Bank
Missouri
$140M -$8.2M -14,289 -6%
HFBOT
275
Home Federal Bank of Tennessee
Tennessee
$140M -$108K -188 -0.1%

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.