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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 %
CCC
3601
Compass Capital Corp
Massachusetts
– -$352K -628 Closed
EWA
3602
Evolution Wealth Advisors
Florida
– -$353K -628 Closed
NPAN
3603
Northeast Planning Associates NH
New Hampshire
– -$347K -618 Closed
CP
3604
Castleview Partners
Texas
– -$341K -607 Closed
DC
3605
Defender Capital
North Carolina
– -$339K -600 Closed
QFW
3606
QTR Family Wealth
Florida
– -$335K -597 Closed
CI
3607
Carroll Investors
South Carolina
– -$307K -547 Closed
BCM
3608
Bayesian Capital Management
New York
– -$303K -540 Closed
ATI
3609
ARK & TLK Investments
Oklahoma
– -$276K -492 Closed
IP
3610
Isthmus Partners
Wisconsin
– -$267K -476 Closed
CA
3611
Crumly & Associates
Illinois
– -$261K -465 Closed
PIWA
3612
Prevail Innovative Wealth Advisors
Kansas
– -$259K -461 Closed
CFP
3613
Curran Financial Partners
South Carolina
– -$241K -429 Closed
TPW
3614
Transatlantique Private Wealth
New York
– -$231K -411 Closed
APW
3615
Axim Planning & Wealth
Ohio
– -$229K -407 Closed
IPW
3616
Inlet Private Wealth
Florida
– -$228K -406 Closed
ACP
3617
Aveo Capital Partners
Colorado
– -$228K -405 Closed
CF
3618
Claris Financial
Virginia
– -$228K -387 Closed
PAM
3619
Pegasus Asset Management
New York
– -$216K -385 Closed
GBWM
3620
Granite Bay Wealth Management
New Hampshire
– -$214K -381 Closed
EM
3621
ELCO Management
New York
– -$207K -369 Closed
EFP
3622
EnRich Financial Partners
Wisconsin
– -$206K -366 Closed
LTI
3623
Laffer Tengler Investments
Tennessee
– -$205K -364 Closed
PAM
3624
PCG Asset Management
New Jersey
– -$202K -360 Closed
NCM
3625
New Capital Management
Texas
– -$200K -356 Closed
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