We are live on ! Find out more
IVV icon

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
MSWMA
976
Market Street Wealth Management Advisors
Indiana
$18.7M -$300K -522 -2%
GVAG
977
Great Valley Advisor Group
Delaware
$18.7M -$298K -519 -2%
FPAS
978
Focus Partners Advisor Solutions
Missouri
$18.6M +$82.7K +144 +0.5%
AWP
979
Astra Wealth Partners
New Jersey
$18.5M -$404K -703 -2%
AL
980
ADE LLC
Maryland
$18.5M -$64.9K -113 -0.4%
EW
981
Element Wealth
Mississippi
$18.5M -$181K -316 -1%
BRM
982
Boston Research & Management
Massachusetts
$18.4M -$480K -836 -3%
HG
983
Harbor Group
New Hampshire
$18.4M +$1.4M +2,439 +9%
SWA
984
Sax Wealth Advisors
New Jersey
$18.3M +$3.81M +6,627 +29%
OWA
985
Oak Wealth Advisors
Illinois
$18.3M +$647K +1,126 +4%
CFS
986
Commonwealth Financial Services
West Virginia
$18.3M -$3.79M -6,592 -18%
PHAM
987
Palisades Hudson Asset Management
Florida
$18.3M +$4.17M +7,270 +33%
CLOS
988
Compagnie Lombard Odier SCmA
Switzerland
$18.3M -$531K -925 -3%
Retirement Systems of Alabama
989
Retirement Systems of Alabama
Alabama
$18.2M +$287K +500 +2%
CFS
990
Coordinated Financial Services
Colorado
$18.2M +$21.8K +38 +0.1%
WB
991
WesBanco Bank
West Virginia
$18.2M +$2.01M +3,503 +14%
TRCT
992
Tower Research Capital (TRC)
New York
$18.1M +$16.7M +29,084 New
SFG
993
Sovereign Financial Group
Connecticut
$18M +$183K +318 +1%
OC
994
Oarsman Capital
Wisconsin
$18M -$191K -333 -1%
CWA
995
Centennial Wealth Advisory
Michigan
$18M -$8.29M -14,434 -33%
FFG
996
Foundry Financial Group
New Hampshire
$18M +$1.63M +2,838 +11%
SWA
997
Stratos Wealth Advisors
Ohio
$17.9M +$1.14M +1,984 +7%
KG
998
Kilter Group
New York
$17.9M -$15M -26,140 -48%
KWA
999
Kingswood Wealth Advisors
California
$17.9M +$3.87M +6,747 +31%
TMWM
1000
Taylor & Morgan Wealth Management
Michigan
$17.9M +$713K +1,242 +4%

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.