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
BC
2901
Brio Consultants
California
$579K +$20.1K +35 +4%
PCMM
2902
Piedmont Capital Management (Montana)
Montana
$578K +$13.2K +23 +3%
LFA
2903
Level Financial Advisors
New York
$578K
SWM
2904
Silverlake Wealth Management
Vermont
$578K +$196K +341 +58%
SNBOSD
2905
Security National Bank of So Dak
Iowa
$577K -$658K -1,146 -55%
RFA
2906
Reyes Financial Architecture
California
$577K -$283K -493 -35%
RW
2907
RVW Wealth
California
$577K
T
2908
Tidemark
California
$575K -$45.9K -80 -8%
CGH
2909
Crossmark Global Holdings
Texas
$574K
TA
2910
TruWealth Advisors
Louisiana
$574K -$574 -1 -0.1%
BFS
2911
Beacon Financial Strategies
North Carolina
$574K
MCP
2912
Mirador Capital Partners
California
$574K -$31.6K -55 -6%
MSWM
2913
Mowery & Schoenfeld Wealth Management
Illinois
$572K -$214K -372 -29%
RCM
2914
Richardson Capital Management
Wisconsin
$570K -$574 -1 -0.1%
MFG
2915
Monte Financial Group
Connecticut
$570K +$29.3K +51 +6%
NA
2916
Nestegg Advisors
New York
$570K -$93.6K -163 -15%
EFG
2917
Elm3 Financial Group
Georgia
$569K -$116K -202 -18%
WH
2918
Willner & Heller
California
$569K +$14.9K +26 +3%
HCMG
2919
Howard Capital Management Group
California
$568K +$37.9K +66 +8%
HC
2920
Hurley Capital
New York
$568K +$185K +322 +54%
MPCG
2921
Matrix Private Capital Group
New York
$568K -$51.1K -89 -9%
HWMO
2922
Heritage Wealth Management (Ohio)
Ohio
$567K +$23K +40 +5%
EA
2923
Eclectic Associates
California
$567K
MSFP
2924
Mark Sheptoff Financial Planning
Connecticut
$566K -$2.87K -5 -0.5%
QFA
2925
Quattro Financial Advisors
Texas
$565K +$280K +487 +115%

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.