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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
PWM
3226
Puff Wealth Management
New Jersey
$325K +$300K +523 New
HAFS
3227
Hapanowicz & Associates Financial Services
Pennsylvania
$323K
BWS
3228
Broadway Wealth Solutions
Texas
$322K +$10.3K +18 +4%
RWA
3229
Rooted Wealth Advisors
Illinois
$321K +$14.4K +25 +5%
TWM
3230
TriaGen Wealth Management
California
$320K -$67.8K -118 -19%
Capital Research Global Investors
3231
Capital Research Global Investors
California
$320K +$297K +518 New
RF
3232
RHS Financial
California
$320K -$2.31M -4,021 -89%
RSS
3233
Rosenblum Silverman Sutton
California
$320K -$37.3K -65 -11%
FLFS
3234
Family Legacy Financial Solutions
North Carolina
$319K +$295K +514 New
CPC
3235
Consolidated Planning Corp
Georgia
$319K -$120K -209 -29%
EC
3236
Eaton-Cambridge
Arizona
$319K
KNFPWM
3237
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$319K +$574 +1 +0.2%
CNC
3238
Citizens & Northern Corp
Pennsylvania
$318K -$15.5K -27 -5%
HHAA
3239
Henry H. Armstrong Associates
Pennsylvania
$318K
OHWA
3240
Oak Hill Wealth Advisors
Virginia
$318K
FH
3241
Financial Harvest
Florida
$318K +$294K +512 New
PHS
3242
Pekin Hardy Strauss
Illinois
$318K +$32.2K +56 +12%
LWM
3243
Level Wealth Management
North Carolina
$316K
SIAP
3244
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K +$3.44K +6 +1%
AAIM
3245
Asset Advisors Investment Management
Georgia
$315K +$10.3K +18 +4%
SCM
3246
Stonehearth Capital Management
Massachusetts
$314K
PA
3247
Paragon Advisors
Texas
$314K -$607K -1,058 -68%
SSA
3248
SSA Swiss Advisors
$313K -$45.9K -80 -14%
KRW
3249
Kaufman Rossin Wealth
Florida
$313K
SG
3250
Stanich Group
New York
$313K -$16.7K -29 -6%

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.