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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
GPWM
3376
Grant Private Wealth Management
California
$253K -$491K -856 -68%
BMM
3377
Berkshire Money Management
Massachusetts
$252K -$41.9K -73 -15%
GK
3378
Graney & King
New York
$252K
ONSWM
3379
Old North State Wealth Management
North Carolina
$252K +$1.15K +2 +0.5%
EWM
3380
Elevatus Welath Management
New York
$252K +$1.15K +2 +0.5%
RMF
3381
Red Mountain Financial
Colorado
$252K
SWM
3382
Schwallier Wealth Management
Michigan
$252K +$233K +405 New
MAM
3383
Marotta Asset Management
Virginia
$251K +$233K +405 New
PWM
3384
Provident Wealth Management
Tennessee
$251K -$574 -1 -0.2%
MFG
3385
Midwest Financial Group
Kansas
$250K +$23K +40 +11%
CWA
3386
CJM Wealth Advisers
Virginia
$250K -$3.44K -6 -1%
SFA
3387
Souders Financial Advisors
Ohio
$250K +$231K +402 New
EFMC
3388
Empire Financial Management Company
New York
$250K +$1.72K +3 +0.8%
NWAG
3389
Net Worth Advisory Group
Utah
$248K +$230K +400 New
OPOWM
3390
One Plus One Wealth Management
Florida
$248K -$11.5K -20 -5%
AMIM
3391
Aull & Monroe Investment Management
Alabama
$248K
AAM
3392
American Asset Management
Florida
$248K +$230K +400 New
WF
3393
WoodTrust Financial
Wisconsin
$248K -$11.5K -20 -5%
VDI
3394
Vaughan David Investments
Illinois
$248K
PWM
3395
Partners Wealth Management
California
$248K
CPA
3396
Clear Point Advisors
New York
$247K +$574 +1 +0.3%
QFPS
3397
Quantum Financial Planning Services
Washington
$247K -$45.9K -80 -17%
BBA
3398
Braun-Bostich & Associates
Pennsylvania
$246K
RCA
3399
Riverview Capital Advisers
Massachusetts
$246K -$72.3K -126 -24%
RH
3400
RFG Holdings
Texas
$246K -$1.15K -2 -0.5%

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.