iShares Core S&P 500 ETF
IVV
3,564 hedge funds and large institutions have $446B invested in iShares Core S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 1,517 increasing their positions, 1,449 reducing their positions, and 118 closing their positions.
215% more call options, than puts
Call options by funds: $8.6B | Put options by funds: $2.73B
25% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 118
3.58% more ownership
Funds ownership: 75.78% → 79.36% (+3.6%)
5% more repeat investments, than reductions
Existing positions increased: 1,517 | Existing positions reduced: 1,449
2% less capital invested
Capital invested by funds: $454B → $446B (-$8.42B)
1% less funds holding
Funds holding: 3,604 → 3,564 (-40)
1% less funds holding in top 10
Funds holding in top 10: 1,179 → 1,163 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NVCHI
New Vernon Capital Holdings II
Morristown,
New Jersey
|
+$14.6B |
| 2 |
CM
Capula Management
Grand Cayman,
Cayman Islands
|
+$9.08B |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.46B |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.4B |
| 5 |
JP Morgan Chase
New York
|
+$3.37B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nisa Investment Advisors
St. Louis,
Missouri
|
-$1.94B |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$1.4B |
| 3 |
BGDI
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
-$1.28B |
| 4 |
D.E. Shaw & Co
New York
|
-$951M |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$902M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
3676
Ransom Advisory
Providence,
Rhode Island
| – | -$94.2K | -160 | Closed |
|
|
FFA
3677
Fairfield Financial Advisors
Wellesley,
Massachusetts
| – | -$51.2K | -87 | Closed |
|
|
ATC
3678
Advantage Trust Company
Salina,
Kansas
| – | -$35.9K | -61 | Closed |
|
|
MA
3679
Modus Advisors
Excelsior,
Minnesota
| – | -$31.8K | -54 | Closed |
|
|
CPL
3680
Capital & Planning LLC
Jonesboro,
Georgia
| – | -$31.2K | -53 | Closed |
|
3681
Group One Trading
Chicago,
Illinois
| – | -$31.2K | -53 | Closed |
|
|
SFC
3682
SYM Financial Corp
Winona Lake,
Indiana
| – | -$30K | -51 | Closed |
|
|
BCM
3683
Birch Capital Management
Dallas,
Texas
| – | -$23.5K | -40 | Closed |
|
|
DRP
3684
Decker Retirement Planning
Levi,
Utah
| – | -$21.2K | -36 | Closed |
|
|
FC
3685
Fairscale Capital
Nashua,
New Hampshire
| – | -$19.4K | -33 | Closed |
|
|
PFA
3686
Pathway Financial Advisers
Auburn,
Indiana
| – | -$3.59K | -7 | Closed |
|
|
PWS
3687
Peterson Wealth Services
South Ogden,
Utah
| – | -$1.77K | -3 | Closed |
|
|
NWWA
3688
New Wave Wealth Advisors
Springdale,
Arkansas
| – | -$1.18K | -2 | Closed |
|
IVV Hedge Fund Activity: Q1 2025 in Review
3,564 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2025, worth a combined $446B — down 1.9% from $454B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new IVV positions and 118 closed out — a net gain of 29 holders — while 1,517 added to existing stakes and 1,449 trimmed.
The largest buyer was New Vernon Capital Holdings II, adding an estimated $14.6B. The largest seller was Nisa Investment Advisors, cutting an estimated $1.94B.
- 3,564 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2025, down from 3,604 in Q4 2024.
- Funds reported $446B of iShares Core S&P 500 ETF stock for Q1 2025, down 1.9% quarter-over-quarter.
- 147 funds opened new iShares Core S&P 500 ETF positions in Q1 2025 and 118 closed out, a net change of +29 holders.
- The largest iShares Core S&P 500 ETF buyer in Q1 2025 was New Vernon Capital Holdings II, an estimated $14.6B added.
- The largest iShares Core S&P 500 ETF seller in Q1 2025 was Nisa Investment Advisors, an estimated $1.94B sold.
Based on aggregated 13F filings for Q1 2025.