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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 %
4A
3351
4Wealth Advisors
Illinois
$234K – – –
RA
3352
Rise Advisors
New York
$233K +$2.48K +4 +1%
MDCM
3353
Morgan Dempsey Capital Management
Wisconsin
$233K +$233K +375 New
FIC
3354
Family Investment Center
Missouri
$232K -$4.97K -8 -2%
BAM
3355
Byrne Asset Management
New Jersey
$231K +$231K +372 New
PMSA
3356
Patrick M. Sweeney & Associates
Illinois
$229K – – –
SWP
3357
ShoreHaven Wealth Partners
New Jersey
$229K -$103K -165 -31%
WCM
3358
Wallace Capital Management
Texas
$229K – – –
AA
3359
AJ Advisors
Tennessee
$229K +$621 +1 +0.3%
AFM
3360
Abbot Financial Management
Massachusetts
$228K – – –
FF
3361
Farnam Financial
Arizona
$228K -$43.4K -70 -16%
BCP
3362
Blue Chip Partners
Michigan
$227K +$227K +366 New
ICP
3363
Ironvine Capital Partners
Nebraska
$227K +$6.21K +10 +3%
AWC
3364
Adamsbrown Wealth Consultants
Kansas
$227K +$227K +366 New
RW
3365
Ridgeline Wealth
Arizona
$227K -$40.3K -65 -15%
OC
3366
Opinicus Capital
Florida
$225K +$621 +1 +0.3%
LG
3367
LaFleur & Godfrey
Michigan
$225K -$621 -1 -0.3%
WCM
3368
Westend Capital Management
California
$225K +$3.73K +6 +2%
CCP
3369
Carmel Capital Partners
California
$224K – – –
DL
3370
DOHJ LLC
Washington
$223K -$46.3K -86 -17%
PIA
3371
Powell Investment Advisors
Florida
$223K – – –
PFA
3372
Plotkin Financial Advisors
Maryland
$223K +$223K +359 New
SRWM
3373
Shira Ridge Wealth Management
California
$223K +$223K +359 New
AFC
3374
AFT Forsyth & Company
Florida
$223K +$1.24K +2 +0.6%
M1FG
3375
Mach-1 Financial Group
Arkansas
$222K +$222K +358 New
133 134
135
136 137