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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
RA
626
Rational Advisors
New York
$42.6M -$23.3M -40,629 -37%
MA
627
MCF Advisors
Kentucky
$42.6M -$2.06M -3,593 -5%
NCM
628
Novare Capital Management
North Carolina
$42.4M +$2.88M +5,012 +8%
WFAG
629
Wescott Financial Advisory Group
Pennsylvania
$42.3M +$1.18M +2,052 +3%
CA
630
Cornerstone Advisory
Maryland
$41.8M +$305K +531 +0.8%
PWAM
631
Private Wealth Asset Management
Iowa
$41.8M +$3.8M +6,611 +11%
TPCW
632
TD Private Client Wealth
New York
$41.5M +$1.62M +2,826 +4%
NL
633
NDWM LLC
California
$41.5M +$648K +1,128 +2%
SAM
634
Silvercrest Asset Management
New York
$41.3M +$1.18M +2,053 +3%
EWM
635
Evercore Wealth Management
New York
$41.2M -$365K -635 -0.9%
VA
636
Vestwell Advisors
New York
$41.2M
KA
637
Kovack Advisors
Florida
$41M -$25.9M -45,121 -41%
KCM
638
Kaye Capital Management
California
$40.7M -$2.35M -4,091 -6%
DWT
639
Dorsey & Whitney Trust
South Dakota
$40.4M -$146K -255 -0.4%
CQWA
640
Chokshi & Queen Wealth Advisors
California
$40.4M +$1.56M +2,725 +4%
RIS
641
Retirement Income Solutions
Michigan
$40M -$91.5M -159,303 -71%
NCM
642
Next Capital Management
New York
$39.8M +$3.19M +5,564 +9%
RCAG
643
Rehmann Capital Advisory Group
Michigan
$39.8M -$575K -1,001 -2%
1832 Asset Management
644
1832 Asset Management
Ontario, Canada
$39.7M -$58M -100,969 -61%
GCA
645
Greenwood Capital Associates
South Carolina
$39.7M +$14.3M +24,818 +64%
WAP
646
Wealthcare Advisory Partners
Pennsylvania
$39.6M +$2.34M +4,083 +7%
WPW
647
Watershed Private Wealth
Illinois
$39.5M -$5.14M -8,956 -12%
PGA
648
Portland Global Advisors
Maine
$39.5M -$568K -989 -2%
WTB
649
Washington Trust Bank
Washington
$39.4M +$224K +390 +0.6%
CW
650
CreativeOne Wealth
Kansas
$39.4M +$2.26M +3,940 +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.