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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
FPCP
751
Fort Point Capital Partners
California
$31.2M +$1.02M +1,773 +4%
VFG
752
Valley Financial Group
Pennsylvania
$31.1M +$1.25M +2,174 +5%
BFP
753
Beacon Financial Planning
Massachusetts
$31M -$1.45M -2,528 -5%
PWMAG
754
Pinnacle Wealth Management Advisory Group
New Jersey
$30.8M +$988K +1,721 +4%
OIS
755
Okabena Investment Services
Minnesota
$30.8M +$20.1M +34,966 +240%
VFP
756
Verus Financial Partners
Virginia
$30.6M -$45.4K -79 -0.2%
CFP
757
Cascade Financial Partners
California
$30.6M -$689K -1,200 -2%
CAAM
758
Cornerstone Advisors Asset Management
Pennsylvania
$30.5M +$28.1K +49 +0.1%
NFP
759
NorthLanding Financial Partners
New York
$30.4M +$1.77M +3,077 +7%
ACM
760
Ascent Capital Management
Oregon
$30.4M +$559K +974 +2%
BWM
761
Brown Wealth Management
Illinois
$30.4M +$2.68M +4,667 +11%
NIWA
762
New Insight Wealth Advisors
California
$30.4M -$725K -1,263 -3%
CI
763
CacheTech Inc
Utah
$30.3M +$2M +3,476 +8%
CFGF
764
Compass Financial Group (Florida)
Florida
$30.3M +$173K +302 +0.6%
WIA
765
World Investment Advisors
California
$30.2M +$374K +652 +1%
MYIA
766
Mount Yale Investment Advisors
Colorado
$30.1M -$4.06M -7,069 -13%
DT
767
Diversified Trust
Tennessee
$30M +$1.41M +2,455 +5%
S
768
SignatureFD
Georgia
$29.9M -$1.78M -3,103 -6%
ALA
769
Atlas Legacy Advisors
California
$29.9M -$1.15M -2,011 -4%
AWM
770
Adams Wealth Management
Utah
$29.9M +$1.56M +2,718 +6%
MAG
771
MRA Advisory Group
New Jersey
$29.8M -$415K -722 -1%
NA
772
Nottingham Advisors
New York
$29.8M +$9.76K +17 +0%
COFSG
773
Carbahal Olsen Financial Services Group
California
$29.8M +$689K +1,200 +3%
NL
774
NWAM LLC
Washington
$29.7M +$10.7M +18,578 +65%
FB
775
Fulton Bank
Pennsylvania
$29.7M +$2.72M +4,745 +11%

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.