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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
AC
2976
Annandale Capital
Texas
$515K
RCS
2977
Retirement Capital Strategies
California
$513K -$26.4K -46 -5%
PFSC
2978
Peoples Financial Services Corp
Pennsylvania
$513K -$1.43M -2,495 -75%
FCIM
2979
Fairview Capital Investment Management
California
$512K
WIM
2980
Waverton Investment Management
United Kingdom
$509K +$100K +175 +27%
CNTOF
2981
Canandaigua National Trust of Florida
New York
$508K
SWM
2982
Sentinel Wealth Management
Virginia
$506K +$468K +815 New
MAS
2983
Meeder Advisory Services
Ohio
$506K -$120K -209 -20%
PWP
2984
Parkwoods Wealth Partners
New York
$505K
MIC
2985
Meridian Investment Counsel
California
$503K
CP
2986
Covenant Partners
Tennessee
$502K -$38.5K -67 -8%
LFA
2987
Longview Financial Advisors
Alabama
$498K -$8.04K -14 -2%
SPWG
2988
Sage Private Wealth Group
Illinois
$498K +$574 +1 +0.1%
MCFP
2989
Mallini Complete Financial Planning
Florida
$497K
TFG
2990
Taylor Financial Group
Virginia
$495K -$13.2K -23 -3%
BI
2991
Beckerman Institutional
New Jersey
$494K
PCM
2992
Pointe Capital Management
Michigan
$493K -$54K -94 -11%
BRWM
2993
Blue Rock Wealth Management
North Carolina
$491K -$21.2K -37 -4%
TWM
2994
Trevian Wealth Management
Massachusetts
$491K +$32.2K +56 +8%
ORC
2995
O'Rourke & Company
Massachusetts
$490K -$3.44K -6 -0.8%
WW
2996
Westshore Wealth
California
$490K
PFA
2997
Petra Financial Advisors
Colorado
$489K +$9.76K +17 +2%
CWM
2998
Challenger Wealth Management
California
$489K -$50.5K -88 -10%
FA
2999
Fagan Associates
New York
$488K
VRM
3000
Vectors Research Management
New York
$487K -$9.19K -16 -2%

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.