IVV icon

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 %
DI
901
DAGCO Inc
Ohio
$21.7M +$2.24M +3,610 +12%
GG
902
GenWealth Group
New Jersey
$21.7M +$21.2M +34,174 +4,456%
HWA
903
Hilltop Wealth Advisors
North Carolina
$21.7M +$559K +901 +3%
SS
904
Sunbelt Securities
Texas
$21.5M +$4.68M +7,945 +28%
SC
905
Scotia Capital
Ontario, Canada
$21.4M -$271K -436 -1%
AI
906
Arvest Investments
Arkansas
$21.4M +$353K +568 +2%
LA
907
Lynch & Associates
Indiana
$21.4M +$306K +493 +1%
MCCA
908
Mill Creek Capital Advisors
Pennsylvania
$21.3M -$153K -247 -0.7%
WPW
909
Waldron Private Wealth
Pennsylvania
$21.1M -$336K -541 -2%
AC
910
Avestar Capital
New York
$21.1M +$8.92M +14,371 +73%
ST
911
Sageworth Trust
Pennsylvania
$21.1M -$10.6K -17 -0.1%
WWM
912
Western Wealth Management
Colorado
$21M +$6.21K +10 +0%
HC
913
Hoese & Co
Minnesota
$21M -$88.2K -142 -0.4%
XF
914
XML Financial
Maryland
$21M +$1.96M +3,156 +10%
PPC
915
Park Place Capital
Alabama
$21M +$14.9M +24,084 +248%
DCM
916
Dimension Capital Management
Florida
$21M +$124K +199 +0.6%
WPC
917
Waters Parkerson & Co
Louisiana
$20.9M +$1.98M +3,189 +10%
MWP
918
Madison Wealth Partners
Wisconsin
$20.9M +$1.19M +1,922 +6%
HAS
919
Holland Advisory Services
Florida
$20.8M +$22.4K +36 +0.1%
AWM
920
Avaii Wealth Management
Wisconsin
$20.6M -$2.14M -3,444 -9%
FW
921
Fairway Wealth
Ohio
$20.6M +$224K +361 +1%
APM
922
a16z Perennial Management
California
$20.6M – – –
OWA
923
Outlook Wealth Advisors
Texas
$20.5M +$468K +754 +2%
BWCS
924
Beirne Wealth Consulting Services
Connecticut
$20.3M +$6.89M +11,090 +51%
JWM
925
Jackson Wealth Management
Florida
$20.3M +$141K +227 +0.7%
35 36
37
38 39