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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
LAM
3051
Lewis Asset Management
California
$447K +$413K +720 New
RFW
3052
Rainier Family Wealth
Washington
$447K +$176K +306 +74%
CPG
3053
Cornerstone Planning Group
New Jersey
$446K -$251K -437 -38%
CMP
3054
Coston McIsaac & Partners
Maine
$445K
WPWM
3055
Western Pacific Wealth Management
Illinois
$444K +$403K +702 +5,400%
OBGC
3056
O'Brien Greene & Co
Pennsylvania
$443K
OHWP
3057
Oak Harbor Wealth Partners
North Carolina
$442K
W
3058
WorthPointe
California
$439K
SF
3059
Strategent Financial
Virginia
$438K
FCM
3060
Fogel Capital Management
Florida
$438K +$4.59K +8 +1%
SGWM
3061
Sterling Group Wealth Management
California
$438K -$16.7K -29 -4%
BFC
3062
Blue Fin Capital
Rhode Island
$435K -$1.37M -2,383 -77%
EPAM
3063
Evelyn Partners Asset Management
$435K
SWK
3064
Stephen W. Kidder
$435K -$28.7K -50 -7%
EB
3065
Emprise Bank
Kansas
$434K -$66K -115 -14%
FF
3066
Farrell Financial
New York
$432K -$6.32K -11 -2%
Legacy Financial Group (Iowa)
3067
Legacy Financial Group (Iowa)
Iowa
$432K
IWP
3068
Insight Wealth Partners
Texas
$431K
TWP
3069
Total Wealth Planning
Ohio
$430K -$227K -395 -36%
FWM
3070
Finer Wealth Management
Massachusetts
$429K -$28.1K -49 -7%
CFSG
3071
Clark Financial Services Group
Missouri
$429K +$2.3K +4 +0.6%
SPI
3072
Sutton Place Investors
New York
$429K +$18.9K +33 +5%
HFP
3073
Holistic Financial Partners
Indiana
$429K +$397K +691 New
CSA
3074
Cornerstone Select Advisors
Missouri
$428K
ESBC
3075
E.S. Barr & Co
Kentucky
$428K

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.