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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
MWM
426
Modern Wealth Management
Kansas
$74.5M +$35M +60,950 +103%
KPWS
427
Kestra Private Wealth Services
Texas
$74.4M +$15.6M +27,217 +29%
AWM
428
Avior Wealth Management
Nebraska
$74.2M +$38.5K +67 +0.1%
GSAM
429
Grant Street Asset Management
Pennsylvania
$73.9M -$55.7K -97 -0.1%
WA
430
Wealth Architects
California
$73.9M +$544K +948 +0.8%
ETS
431
ESL Trust Services
New York
$73.7M +$1.85M +3,222 +3%
DWM
432
Destination Wealth Management
California
$73.3M -$4.4M -7,663 -6%
APCM
433
Alaska Permanent Capital Management
Alaska
$72.8M +$3.82M +6,656 +6%
MWM
434
Mascoma Wealth Management
New Hampshire
$72.1M +$1.72M +2,992 +3%
AFG
435
Atomi Financial Group
New York
$72.1M +$2.49M +4,344 +4%
JWCA
436
J.W. Cole Advisors
Florida
$72M +$26.5M +46,204 +66%
GF
437
Gries Financial
Ohio
$71.8M +$225K +392 +0.3%
Arrowstreet Capital
438
Arrowstreet Capital
Massachusetts
$71.8M -$11.8M -20,580 -15%
FPGK
439
Financial Partners Group (Kansas)
Kansas
$71.6M +$1.65M +2,873 +3%
WDL
440
Well Done LLC
Michigan
$71.2M +$1.06M +1,852 +2%
Deutsche Bank
441
Deutsche Bank
Germany
$70.8M -$1.74M -3,032 -3%
AIP
442
Ameritas Investment Partners
Nebraska
$70.4M +$1.91M +3,333 +3%
CIBC World Market
443
CIBC World Market
Ontario, Canada
$70.3M -$5.98M -10,412 -8%
SQA
444
Simon Quick Advisors
New Jersey
$70.2M +$184K +321 +0.3%
WBG
445
Wharton Business Group
Pennsylvania
$70.1M +$10.4M +18,195 +19%
SC
446
Savant Capital
Illinois
$69.9M +$2.61M +4,541 +4%
RIA
447
Regal Investment Advisors
Michigan
$69.9M -$10.5M -18,230 -14%
BFPW
448
BOK Financial Private Wealth
Colorado
$69.5M -$2.7M -4,705 -4%
MCM
449
MV Capital Management
Maryland
$68.5M -$3.9M -6,791 -6%
AF
450
Advisornet Financial
Minnesota
$68.4M +$20M +34,917 +46%

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.