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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 %
EW
651
Enzi Wealth
Texas
$38.4M -$455K -727 -1%
CPIG
652
Chicago Partners Investment Group
Illinois
$38.2M -$491K -771 -1%
WCM
653
WealthBridge Capital Management
Ohio
$38.2M +$1.21M +1,955 +3%
IIA
654
Integrity Investment Advisors
Colorado
$38.2M +$544K +876 +1%
BFS
655
Bare Financial Services
Pennsylvania
$38M +$1.79M +2,887 +5%
American Century Companies
656
American Century Companies
Missouri
$37.8M -$142M -228,443 -79%
CAWM
657
Capital Advisors Wealth Management
Washington
$37.4M -$1.26M -2,029 -3%
MFC
658
Morris Financial Concepts
South Carolina
$37.4M -$1.78M -2,872 -5%
NPF
659
Norris Perne & French
Michigan
$37.3M -$366K -590 -1%
CS
660
Cisco Systems
California
$37.3M – – –
VA
661
Valmark Advisers
Ohio
$37.2M -$304K -490 -0.8%
CIAS
662
CBIZ Investment Advisory Services
Ohio
$37.2M +$6.11M +9,842 +20%
AFG
663
Arkansas Financial Group
Arkansas
$37.1M -$352K -565 -0.9%
PIAS
664
PCA Investment Advisory Services
Ohio
$37.1M +$4.28M +6,896 +13%
SIM
665
Stratos Investment Management
Ohio
$37M +$3.06M +4,921 +9%
SFG
666
Snider Financial Group
Washington
$36.9M +$1.44M +2,318 +4%
SFG
667
Somnio Financial Group
Connecticut
$36.8M +$36.8M +59,321 New
BRWA
668
B. Riley Wealth Advisors
Florida
$36.8M +$36.8M +59,254 New
IWM
669
Integris Wealth Management
California
$36.7M -$541K -872 -1%
MFA
670
Mayflower Financial Advisors
Massachusetts
$36.7M -$6.6M -10,630 -15%
SC
671
Schoolcraft Capital
Colorado
$36.6M -$1.12M -1,805 -3%
CAM
672
Creekmur Asset Management
Illinois
$36.4M +$19.5M +31,466 +116%
BTI
673
Blue Trust Inc
Georgia
$36.4M -$23.9M -38,556 -40%
NWM
674
NRI Wealth Management
California
$36.3M +$1.46M +2,345 +4%
VT
675
Vise Technologies
New York
$36.3M +$36.3M +58,391 New
25 26
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