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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
HWM
451
HighMark Wealth Management
Minnesota
$68.4M +$388K +675 +0.6%
CCB
452
Country Club Bank
Missouri
$68.2M +$1.07M +1,871 +2%
PP
453
Passaic Partners
New Jersey
$67.8M +$38.3M +66,708 +157%
MWA
454
Meridian Wealth Advisors
Texas
$67.6M -$1.67M -2,913 -3%
SMC
455
Smith, Moore & Co
Missouri
$67M -$386K -672 -0.6%
AWA
456
Arkadios Wealth Advisors
Georgia
$67M +$7M +12,190 +13%
FFN
457
Focus Financial Network
Minnesota
$66.8M -$47.2M -82,147 -43%
HIG
458
Heritage Investment Group
Florida
$66.5M -$3.87M -6,740 -6%
HA
459
Harfst & Associates
Wyoming
$66.2M -$946K -1,647 -2%
AC
460
Asio Capital
Kentucky
$65.5M +$12.3M +21,473 +26%
BHWM
461
Bar Harbor Wealth Management
New Hampshire
$65.3M -$887K -1,544 -1%
TA
462
Teramo Advisors
Florida
$65.2M +$58.3M +101,500 +2,900%
BOC
463
Bull Oak Capital
California
$65M +$4.72M +8,217 +9%
WS
464
Wela Strategies
Georgia
$64.8M +$1.44M +2,506 +2%
CWA
465
Consilio Wealth Advisors
Washington
$64.4M +$201K +350 +0.3%
SW
466
Simplicity Wealth
New Jersey
$64.3M +$11.7M +20,460 +25%
CGA
467
Crescent Grove Advisors
Illinois
$64.1M -$436K -760 -0.7%
2P
468
26North Partners
New York
$64M +$111K +193 +0.2%
KWM
469
KMT Wealth Management
California
$63.7M +$4.22M +7,357 +8%
MMA
470
Miracle Mile Advisors
California
$63.6M -$1.22M -2,132 -2%
CI
471
Conning Inc
Connecticut
$63.2M
CFIA
472
Cantor Fitzgerald Investment Advisors
New York
$63M +$351K +611 +0.6%
IWM
473
IHT Wealth Management
Illinois
$62.6M +$21.5M +37,412 +59%
BWA
474
Beam Wealth Advisors
Louisiana
$62.2M +$920K +1,602 +2%
CFC
475
Coyle Financial Counsel
Illinois
$62.1M +$3.54M +6,169 +7%

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.