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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 %
FFA
601
Fi3 Financial Advisors
Indiana
$44.8M +$2.18M +3,517 +5%
TGCMU
602
Titan Global Capital Management USA
New York
$44.7M +$1.57M +2,527 +4%
WHG
603
Westwood Holdings Group
Texas
$44.7M +$947K +1,525 +2%
1WM
604
1900 Wealth Management
Texas
$44.6M +$1.28M +2,061 +3%
HH
605
HWG Holdings
Texas
$44.4M +$8.76M +14,107 +25%
B
606
Bailard
California
$44.2M +$343K +553 +0.8%
HCM
607
Hollencrest Capital Management
California
$44.2M -$2.42M -3,890 -5%
HWM
608
Horizon Wealth Management
Illinois
$44M +$43M +69,229 +4,065%
TWC
609
TD Waterhouse Canada
Ontario, Canada
$44M +$593K +955 +1%
VFA
610
Voya Financial Advisors
Connecticut
$43.5M -$119K -193 -0.3%
AFP
611
Alpha Financial Partners
Kentucky
$43.5M -$206K -332 -0.5%
PVAMC
612
PPS&V Asset Management Consultants
Michigan
$43.5M +$1.84M +2,970 +4%
CPSAC
613
Chas P. Smith & Associates (CPS)
Florida
$43.4M -$3.77M -6,064 -8%
Pictet Asset Management
614
Pictet Asset Management
Switzerland
$43.3M +$8.83M +14,300 +26%
ATPW
615
Ashton Thomas Private Wealth
Arizona
$43M -$14.2M -22,937 -25%
AAMA
616
Advanced Asset Management Advisors
Ohio
$43M – – –
OMC
617
Old Mission Capital
Illinois
$42.9M +$34.3M +55,275 +398%
CP
618
Capital Planning
Washington
$42.7M -$624K -1,005 -1%
National Bank of Canada
619
National Bank of Canada
Quebec, Canada
$42.7M -$3.79M -6,097 -8%
RA
620
Rational Advisors
New York
$42.6M -$25.2M -40,629 -37%
MA
621
MCF Advisors
Kentucky
$42.6M -$2.23M -3,593 -5%
NCM
622
Novare Capital Management
North Carolina
$42.4M +$3.11M +5,012 +8%
WFAG
623
Wescott Financial Advisory Group
Pennsylvania
$42.3M +$1.27M +2,052 +3%
CA
624
Cornerstone Advisory
Maryland
$41.8M +$330K +531 +0.8%
PWAM
625
Private Wealth Asset Management
Iowa
$41.8M +$4.1M +6,611 +11%
23 24
25
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