IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,546 hedge funds and large institutions have $460B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 1,466 increasing their positions, 1,439 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,546
Holders Change
+32
Holders Change %
+0.91%
% of All Funds
47.52%
Holding in Top 10
1,130
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.31%
% of All Funds
15.14%
New
189
Increased
1,466
Reduced
1,439
Closed
87
Calls
$2.58B
Puts
$2.21B
Net Calls
+$366M
Net Calls Change
-$5.51B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.72B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.43B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$739M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$661M
5
Macquarie Group
Macquarie Group
Australia
+$649M

Top Sellers

1
CM
Capula Management
Cayman Islands
-$4.79B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.55B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.94B
4
Prudential Financial
Prudential Financial
New Jersey
-$2.58B
5
Bank of America
Bank of America
North Carolina
-$2.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
3301
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$258K -$4.97K -8 -2%
MWA
3302
Mills Wealth Advisors
Texas
$258K +$36K +58 +16%
MFG
3303
Marmo Financial Group
Tennessee
$257K +$1.24K +2 +0.5%
FWM
3304
ForthRight Wealth Management
Georgia
$257K +$257K +414 New
SWTS
3305
Stonehaven Wealth & Tax Solutions
Wisconsin
$256K -$87.5K -141 -25%
HWM
3306
Hobbs Wealth Management
Indiana
$256K – – –
FI
3307
Financial Insights
Washington
$256K -$1.86K -3 -0.7%
IA
3308
IFG Advisors
Missouri
$256K – – –
GPWM
3309
Grant Private Wealth Management
California
$253K -$532K -856 -68%
BMM
3310
Berkshire Money Management
Massachusetts
$252K -$45.3K -73 -15%
GK
3311
Graney & King
New York
$252K – – –
ONSWM
3312
Old North State Wealth Management
North Carolina
$252K +$1.25K +2 +0.5%
EWM
3313
Elevatus Welath Management
New York
$252K +$1.24K +2 +0.5%
RMF
3314
Red Mountain Financial
Colorado
$252K – – –
SWM
3315
Schwallier Wealth Management
Michigan
$252K +$252K +405 New
MAM
3316
Marotta Asset Management
Virginia
$251K +$251K +405 New
PWM
3317
Provident Wealth Management
Tennessee
$251K -$621 -1 -0.2%
MFG
3318
Midwest Financial Group
Kansas
$250K +$24.8K +40 +11%
CWA
3319
CJM Wealth Advisers
Virginia
$250K -$3.72K -6 -1%
SFA
3320
Souders Financial Advisors
Ohio
$250K +$250K +402 New
EFMC
3321
Empire Financial Management Company
New York
$250K +$1.86K +3 +0.8%
NWAG
3322
Net Worth Advisory Group
Utah
$248K +$248K +400 New
OPOWM
3323
One Plus One Wealth Management
Florida
$248K -$12.4K -20 -5%
AMIM
3324
Aull & Monroe Investment Management
Alabama
$248K – – –
AAM
3325
American Asset Management
Florida
$248K +$248K +400 New
131 132
133
134 135