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 %
SF
951
SWP Financial
California
$19.1M -$4.17M -6,721 -18%
VHAM
952
Van Hulzen Asset Management
California
$19.1M -$62.1K -100 -0.3%
EL
953
EQ LLC
Washington
$19.1M +$2.93M +4,725 +18%
SSW
954
Smith Shellnut Wilson
Mississippi
$19.1M -$132K -213 -0.7%
WWM
955
Wiser Wealth Management
Georgia
$19.1M -$366K -589 -2%
CIP
956
Capital Insight Partners
Arizona
$18.9M -$741K -1,194 -4%
JC
957
JCSD Capital
California
$18.9M +$18.9M +30,450 New
AA
958
ArborFi Advisors
Michigan
$18.9M +$1.42M +2,280 +8%
TNB
959
Thomasville National Bank
Georgia
$18.9M -$417K -672 -2%
Vanguard Group
960
Vanguard Group
Pennsylvania
$18.8M +$514K +828 +3%
MSWMA
961
Market Street Wealth Management Advisors
Indiana
$18.7M -$324K -522 -2%
GVAG
962
Great Valley Advisor Group
Delaware
$18.7M -$322K -519 -2%
FPAS
963
Focus Partners Advisor Solutions
Missouri
$18.6M +$89.4K +144 +0.5%
AWP
964
Astra Wealth Partners
New Jersey
$18.5M -$436K -703 -2%
AL
965
ADE LLC
Maryland
$18.5M -$70.2K -113 -0.4%
EW
966
Element Wealth
Mississippi
$18.5M -$196K -316 -1%
BRM
967
Boston Research & Management
Massachusetts
$18.4M -$519K -836 -3%
HG
968
Harbor Group
New Hampshire
$18.4M +$1.51M +2,439 +9%
SWA
969
Sax Wealth Advisors
New Jersey
$18.3M +$4.11M +6,627 +29%
OWA
970
Oak Wealth Advisors
Illinois
$18.3M +$699K +1,126 +4%
CFS
971
Commonwealth Financial Services
West Virginia
$18.3M -$4.09M -6,592 -18%
PHAM
972
Palisades Hudson Asset Management
Florida
$18.3M +$4.51M +7,270 +33%
CLOS
973
Compagnie Lombard Odier SCmA
Switzerland
$18.3M -$574K -925 -3%
Retirement Systems of Alabama
974
Retirement Systems of Alabama
Alabama
$18.2M +$310K +500 +2%
CFS
975
Coordinated Financial Services
Colorado
$18.2M +$23.6K +38 +0.1%
37 38
39
40 41