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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 %
CIAS
776
CFS Investment Advisory Services
New Jersey
$28.7M +$1.21M +1,955 +4%
SAG
777
SageView Advisory Group
California
$28.7M +$87K +136 +0.3%
PAMG
778
Patton Albertson Miller Group
Tennessee
$28.6M -$1.52M -2,443 -5%
BJL
779
Brighton Jones LLC
Washington
$28.6M +$2.47M +3,977 +9%
FNBOH
780
First National Bank of Hutchinson
Kansas
$28.5M -$1.87M -3,005 -6%
MTC
781
Matrix Trust Company
Colorado
$28.3M -$752K -1,211 -3%
SC
782
Saiph Capital
New Jersey
$28.3M -$220K -354 -0.8%
LKWM
783
Lee-Kelleher Wealth Management
Maryland
$28.3M +$1.5M +2,411 +6%
SFFS
784
Stonehage Fleming Financial Services
Jersey
$28.1M -$4.61M -7,425 -14%
PCM
785
Pennsylvania Capital Management
Pennsylvania
$28.1M -$369K -595 -1%
SFP
786
Shepherd Financial Partners
Massachusetts
$28M -$22.1M -35,618 -44%
CPW
787
Catalyst Private Wealth
California
$28M +$7.56M +12,177 +37%
CG
788
Cynosure Group
Utah
$27.8M +$1.21M +1,946 +5%
AWA
789
Adapt Wealth Advisors
Georgia
$27.8M +$451K +726 +2%
BEI
790
Benjamin Edwards Inc
Missouri
$27.8M -$510K -822 -2%
IFPG
791
Intrepid Financial Planning Group
Indiana
$27.6M -$515K -829 -2%
BAM
792
Belpointe Asset Management
Nevada
$27.5M +$8.6M +13,850 +46%
HCM
793
Hicks Capital Management
Ohio
$27.4M +$32.3K +52 +0.1%
AIA
794
Armor Investment Advisors
North Carolina
$27.4M +$1.03M +1,662 +4%
V
795
VeraBank
Texas
$27.3M +$5.36M +8,632 +24%
MNBTD
796
Moody National Bank Trust Division
Texas
$27.2M +$209K +337 +0.8%
BIAS
797
Beacon Investment Advisory Services
New Jersey
$27.2M -$3.09M -4,971 -10%
IWP
798
IAG Wealth Partners
Wisconsin
$27.1M +$2.07M +3,338 +8%
AWG
799
Altus Wealth Group
Colorado
$27M -$1.99M -3,206 -7%
FFO
800
Fortitude Family Office
Arizona
$27M -$8.29M -13,353 -24%
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