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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
RMC
3276
Ring Mountain Capital
California
$301K -$17.2K -30 -6%
BW
3277
Basepoint Wealth
Iowa
$301K
DFP
3278
Defined Financial Planning
California
$300K +$9.76K +17 +4%
TCM
3279
Tradewinds Capital Management
Washington
$300K +$1.15K +2 +0.4%
CAM
3280
Clarity Asset Management
Iowa
$299K +$76.4K +133 +38%
FA
3281
Financial Alternatives
California
$299K -$24.7K -43 -8%
ICM
3282
Intrepid Capital Management
Florida
$297K -$1.15K -2 -0.4%
FEG
3283
Financial Enhancement Group
Indiana
$296K -$242K -422 -47%
MWM
3284
Mittelman Wealth Management
Massachusetts
$296K -$386K -672 -58%
SGC
3285
Slocum, Gordon & Co
Rhode Island
$294K
RCA
3286
Ranch Capital Advisors
Florida
$294K -$43.1K -75 -14%
XWM
3287
Xcel Wealth Management
Florida
$294K -$13.2K -23 -5%
HP
3288
HT Partners
Connecticut
$291K
MWP
3289
Meredith Wealth Planning
Illinois
$290K +$1.15K +2 +0.4%
CFGSD
3290
Compass Financial Group (South Dakota)
South Dakota
$290K -$21.8K -38 -8%
SAMC
3291
Spectrum Asset Management (California)
California
$289K
RWP
3292
Reliant Wealth Planning
Kentucky
$289K
BCG
3293
Bravias Capital Group
New Jersey
$288K -$3.44K -6 -1%
BWM
3294
Bernard Wealth Management
Michigan
$288K
NI
3295
Natural Investments
California
$288K +$43.6K +76 +20%
AWA
3296
Acorn Wealth Advisors
Michigan
$288K -$16.1K -28 -6%
IP
3297
Intellectus Partners
California
$288K
MVA
3298
Mount Vernon Associates
Maryland
$287K -$28.7K -50 -10%
BPW
3299
BLVD Private Wealth
Kentucky
$287K +$265K +462 New
SRB
3300
Shotwell Rutter Baer
Michigan
$286K

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.