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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
CSB
2851
City State Bank
Iowa
$635K +$14.4K +25 +3%
BPAMU
2852
BTG Pactual Asset Management US
New York
$635K +$119K +208 +26%
CWM
2853
Compass Wealth Management
Connecticut
$633K -$1.15K -2 -0.2%
PCM
2854
Passive Capital Management
Maryland
$633K
MIM
2855
Marco Investment Management
Georgia
$633K -$9.76K -17 -2%
MAM
2856
Milestone Asset Management
Pennsylvania
$632K +$1.15K +2 +0.2%
EAM
2857
Everstar Asset Management
North Carolina
$631K +$584K +1,017 New
AWM
2858
Austin Wealth Management
Texas
$631K +$6.32K +11 +1%
LAMNM
2859
Longview Asset Management (New Mexico)
New Mexico
$626K -$28.7K -50 -5%
HBT
2860
Hills Bank & Trust
Iowa
$626K -$64.9K -113 -10%
SP
2861
Stonebrook Private
Michigan
$624K +$574 +1 +0.1%
SWM
2862
Seaside Wealth Management
California
$623K -$289K -503 -33%
GG
2863
Gleason Group
Kentucky
$623K +$1.72K +3 +0.3%
WA
2864
Wealthstream Advisors
New York
$619K +$28.1K +49 +5%
UBV
2865
United Bank (Virginia)
Virginia
$618K
TA
2866
Tactive Advisors
Florida
$618K +$572K +996 New
IAG
2867
Ipsen Advisor Group
Arkansas
$618K +$1.72K +3 +0.3%
PMG
2868
Private Management Group
California
$618K -$11.5K -20 -2%
BC
2869
Bowman & Company
Wisconsin
$617K +$213K +371 +60%
TSWM
2870
Triangle Securities Wealth Management
North Carolina
$616K +$287K +500 +102%
FFA
2871
Frazier Financial Advisors
Ohio
$615K -$16.7K -29 -3%
KCFA
2872
Key Client Fiduciary Advisors
New Jersey
$613K -$8.61K -15 -1%
TSW
2873
Thompson Siegel & Walmsley
Virginia
$613K +$24.1K +42 +4%
MGWA
2874
Monument Group Wealth Advisors
Massachusetts
$613K +$1.15K +2 +0.2%
VWA
2875
Valued Wealth Advisors
Utah
$612K -$69.5K -121 -11%

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.