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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
AWP
3026
Axis Wealth Partners
Rhode Island
$468K -$39K -68 -8%
NAMP
3027
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$466K
OFP
3028
OLIO Financial Planning
Virginia
$465K +$574 +1 +0.1%
PWG
3029
Private Wealth Group
Florida
$465K
EFN
3030
Equita Financial Network
Pennsylvania
$464K -$7.45M -12,971 -95%
IF
3031
Integrity Financial
Wyoming
$463K
RL
3032
Retireful LLC
Michigan
$463K +$428K +745 New
FSA
3033
Financial Security Advisor
Virginia
$462K +$1.15K +2 +0.3%
MLL
3034
Moody Lynn & Lieberson
Massachusetts
$460K
CWD
3035
Clarity Wealth Development
Oregon
$459K
CB
3036
Chris Bulman
California
$458K -$98.8K -172 -19%
GCWM
3037
Guided Capital Wealth Management
Texas
$457K
SMH
3038
Sanders Morris Harris
Texas
$456K -$2.16M -3,761 -84%
MCIA
3039
Mountain Capital Investment Advisors
Colorado
$456K -$79.8K -139 -16%
HCM
3040
Hillman Capital Management
Maryland
$454K
NC
3041
NewSquare Capital
Pennsylvania
$454K +$32.7K +57 +8%
QIM
3042
Quest Investment Management
Oregon
$454K -$14.4K -25 -3%
CMS
3043
Capital Market Strategies
Florida
$454K -$5.17K -9 -1%
CF
3044
Clarity Financial
Texas
$453K -$574 -1 -0.1%
AHC
3045
Adell Harriman & Carpenter
Texas
$453K
APA
3046
Astoria Portfolio Advisors
New York
$453K +$14.9K +26 +4%
CAC
3047
Core Alternative Capital
Georgia
$450K -$13.2K -23 -3%
FSG
3048
Financial Strategies Group
Michigan
$449K -$103K -180 -20%
HP
3049
Hilltop Partners
Indiana
$448K +$92.4K +161 +29%
SLT
3050
St Louis Trust
Missouri
$447K

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.