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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
CJ
3201
Caitlin John
Michigan
$340K -$64.3K -112 -17%
BZWA
3202
Blue Zone Wealth Advisors
California
$340K +$35.6K +62 +13%
AWP
3203
Abacus Wealth Partners
California
$339K +$28.1K +49 +10%
SAI
3204
Systematic Alpha Investments
New Jersey
$338K
HOWA
3205
Heritage Oak Wealth Advisors
Florida
$338K +$312K +544 New
GWM
3206
Grand Wealth Management
Michigan
$337K
PA
3207
Probity Advisors
Texas
$337K -$18.9K -33 -6%
CPA
3208
Capital Planning Advisors
California
$337K +$20.7K +36 +7%
CCM
3209
Cambridge Capital Management
Illinois
$336K -$6.32K -11 -2%
AAA
3210
AG Asset Advisory
California
$335K
ACM
3211
Alpha Capital Management
Texas
$335K -$88.4K -154 -22%
MC
3212
Matisse Capital
Oregon
$334K
RMP
3213
Richards, Merrill & Peterson
Washington
$334K +$18.9K +33 +7%
DWAM
3214
Duncan Williams Asset Management
Tennessee
$334K +$59.1K +103 +24%
GWAM
3215
Guardian Wealth Advisors (Minnesota)
Minnesota
$332K -$33.3K -58 -10%
MI
3216
Motiv8 Investments
Florida
$332K -$2.3K -4 -0.7%
LCM
3217
Leisure Capital Management
California
$332K +$307K +534 New
NFW
3218
Noble Family Wealth
Florida
$331K
TCTWM
3219
Three Cord True Wealth Management
Pennsylvania
$331K +$62K +108 +25%
SCM
3220
Soros Capital Management
New York
$330K
MCM
3221
McDonough Capital Management
Florida
$330K
SA
3222
Seneschal Advisors
Washington
$329K
KOMWMG
3223
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$328K -$8.04K -14 -3%
SFGP
3224
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$327K -$105K -183 -26%
ASBI
3225
American State Bank (Iowa)
Iowa
$327K +$302K +526 New

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.