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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 %
BFAG
3401
Blackston Financial Advisory Group
Florida
$211K +$211K +340 New
CA
3402
CWC Advisors
Oregon
$210K +$210K +339 New
AF
3403
Atala Financial
California
$209K +$141K +227 +206%
VAG
3404
Vannoy Advisory Group
Texas
$209K +$209K +336 New
CAP
3405
Columbia Advisory Partners
Washington
$209K +$209K +336 New
NWMG
3406
Nicholson Wealth Management Group
South Carolina
$208K +$208K +335 New
FS
3407
Ferguson Shapiro
Georgia
$207K +$207K +334 New
CPP
3408
Capasso Planning Partners
South Carolina
$206K -$154K -248 -43%
GA
3409
Gordian Advisors
Arizona
$206K +$206K +332 New
PRS
3410
Pinkerton Retirement Specialists
Idaho
$206K +$206K +331 New
WC
3411
Wynn Capital
Georgia
$206K +$206K +331 New
FCG
3412
Financial Connections Group
California
$205K -$52K -84 -20%
KWA
3413
Kellett Wealth Advisors
Ohio
$205K +$205K +330 New
CFG
3414
Clayton Financial Group
Missouri
$205K -$5.41M -8,727 -96%
MA
3415
McGrath & Associates
North Carolina
$205K +$205K +330 New
CCA
3416
Cooper Capital Advisors
California
$204K +$204K +329 New
MGAM
3417
McGowan Group Asset Management
Texas
$204K +$204K +329 New
JC
3418
Jacobs & Co
California
$204K +$204K +329 New
MMCM
3419
Murphy & Mullick Capital Management
New York
$204K +$71.1K +112 +54%
BAG
3420
Bridgewealth Advisory Group
California
$204K +$204K +328 New
TW
3421
Towerpoint Wealth
California
$203K +$203K +328 New
SPAS
3422
Spectrum Planning & Advisory Services
California
$203K +$203K +327 New
CA
3423
Cannon Advisors
North Carolina
$202K +$202K +325 New
RF
3424
rebel Financial
Ohio
$202K +$202K +325 New
YCM
3425
Yousif Capital Management
Michigan
$202K +$202K +325 New
135 136
137
138 139