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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
PPG
1026
Peak Planning Group
Colorado
$16.6M -$11.7M -20,367 -43%
UCB
1027
United Community Bank
South Carolina
$16.5M -$686K -1,195 -4%
PBO
1028
Peoples Bank (Ohio)
Ohio
$16.5M -$416K -724 -3%
ZF
1029
Zhang Financial
Michigan
$16.5M +$873K +1,521 +6%
TNBTD
1030
Trustmark National Bank Trust Department
Mississippi
$16.5M +$440K +766 +3%
PCP
1031
Proficio Capital Partners
Massachusetts
$16.5M -$414K -721 -3%
CT
1032
Caldwell Trust
Florida
$16.5M -$327K -570 -2%
IWMWV
1033
Ironwood Wealth Management (West Virginia)
West Virginia
$16.4M -$143K -249 -0.9%
SAS
1034
Sage Advisory Services
Texas
$16.3M -$6.17M -10,749 -29%
FWP
1035
Forefront Wealth Partners
Texas
$16.3M +$3.21M +5,585 +25%
Empower Advisory Group
1036
Empower Advisory Group
Colorado
$16.2M +$17.8K +31 +0.1%
Treasurer of the State of North Carolina
1037
Treasurer of the State of North Carolina
North Carolina
$16.2M -$17.9M -31,186 -54%
WB
1038
Webster Bank
Connecticut
$16.2M +$1.1M +1,924 +8%
EWM
1039
EPG Wealth Management
Georgia
$16.1M -$3.98M -6,930 -21%
CPC
1040
Congress Park Capital
New York
$16.1M +$516K +899 +4%
Luther King Capital Management (LKCM)
1041
Luther King Capital Management (LKCM)
Texas
$16.1M
BCM
1042
BTC Capital Management
Iowa
$16.1M -$14.4K -25 -0.1%
ECM
1043
Evergreen Capital Management
Washington
$16.1M +$1.25M +2,184 +9%
IAA
1044
Independent Advisor Alliance
North Carolina
$16.1M +$10.4M +18,060 +232%
PCA
1045
Providence Capital Advisors
North Carolina
$15.9M +$923K +1,607 +7%
AWM
1046
Axxcess Wealth Management
California
$15.9M +$1.06M +1,848 +8%
HR
1047
Hardy Reed
Mississippi
$15.9M -$86.1K -150 -0.6%
BAS
1048
Breakthru Advisory Services
Wisconsin
$15.9M
PVI
1049
Pine Valley Investments
New Jersey
$15.8M +$2.31M +4,031 +19%
PWA
1050
Peterson Wealth Advisors
Utah
$15.8M +$589K +1,025 +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.