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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
FA
476
Fiducient Advisors
Illinois
$61.7M +$1.27M +2,207 +2%
CPW
477
Crestmont Private Wealth
Texas
$61.6M -$1.08M -1,888 -2%
UW
478
Unique Wealth
Florida
$61.2M -$6.55M -11,406 -10%
GSWM
479
Golden State Wealth Management
California
$61.2M +$6.74M +11,734 +14%
SPIA
480
Strategic Point Investment Advisors
Rhode Island
$61.1M +$529K +922 +0.9%
KFP
481
KMG Fiduciary Partners
Ohio
$61.1M +$60.3K +105 +0.1%
BWFA
482
Baltimore-Washington Financial Advisors
Maryland
$60.5M +$10.5M +18,301 +23%
BFA
483
Beaumont Financial Advisors
Massachusetts
$60.3M +$2.17M +3,771 +4%
BWM
484
Buska Wealth Management
Wisconsin
$60.3M +$672K +1,170 +1%
KPWG
485
KFA Private Wealth Group
Virginia
$60.2M -$458K -798 -0.8%
LWA
486
Lineweaver Wealth Advisors
Ohio
$60M -$9.27M -16,137 -14%
BA
487
Bristlecone Advisors
Washington
$60M +$1.93M +3,361 +4%
PSCM
488
Per Stirling Capital Management
Texas
$59.7M +$477K +831 +0.9%
TCM
489
Twele Capital Management
Minnesota
$59.6M -$998K -1,738 -2%
BOS
490
Bank of Stockton
California
$59.3M +$2.3M +4,005 +4%
PFS
491
Prospera Financial Services
Texas
$58.5M +$15M +26,067 +38%
PI
492
Parkside Investments
Illinois
$58.1M -$967K -1,684 -2%
BWS
493
Buck Wealth Strategies
Colorado
$57.9M +$6.94M +12,087 +15%
RFP
494
Roth Financial Partners
Texas
$57.7M -$595K -1,036 -1%
VWA
495
Visionary Wealth Advisors
Illinois
$57.7M +$2.76M +4,799 +5%
FYW
496
Future You Wealth
New York
$57.6M -$140K -243 -0.3%
HCMT
497
Highland Capital Management (Tennessee)
Tennessee
$57.4M +$257K +447 +0.5%
FMN
498
Financial Management Network
California
$57.3M +$2.47M +4,304 +5%
PIM
499
Parker Investment Management
California
$57.3M -$326K -568 -0.6%
SIM
500
SSI Investment Management
California
$57M -$1.96M -3,418 -4%

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.