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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
AA
1076
Armis Advisers
Georgia
$15M +$1.65M +2,878 +14%
NB
1077
Northwest Bancshares
Pennsylvania
$14.9M -$356K -620 -3%
G
1078
GenTrust
Florida
$14.9M
LFS
1079
Lutz Financial Services
Nebraska
$14.9M +$150K +261 +1%
BCG
1080
Breakwater Capital Group
New Jersey
$14.9M -$109K -190 -0.8%
AAM
1081
Aureus Asset Management
Massachusetts
$14.8M -$18.9K -33 -0.1%
NYLIM
1082
New York Life Investment Management
New York
$14.8M +$5.26M +9,169 +62%
FNT
1083
First National Trust
Pennsylvania
$14.8M -$97K -169 -0.7%
SWM
1084
Scissortail Wealth Management
Oklahoma
$14.7M +$467K +813 +4%
FC
1085
Fusion Capital
South Carolina
$14.7M +$199K +346 +1%
SC
1086
Sierra Capital
Florida
$14.7M -$127K -222 -0.9%
CWP
1087
Cyndeo Wealth Partners
Florida
$14.6M -$911K -1,586 -6%
PFA
1088
Pinnacle Family Advisors
Missouri
$14.5M +$796K +1,386 +6%
FAIM
1089
Financial Advocates Investment Management
Washington
$14.3M -$334K -581 -2%
MFG
1090
Mosaic Financial Group
Illinois
$14.3M +$229K +399 +2%
STA
1091
Summit Trail Advisors
New York
$14.3M +$13.2M +23,016 New
TWM
1092
TSA Wealth Management
Texas
$14.3M -$314K -546 -2%
CTWM
1093
Cherry Tree Wealth Management
Minnesota
$14.3M -$67.8K -118 -0.5%
CWA
1094
CM Wealth Advisors
Ohio
$14.3M +$5.23M +9,111 +66%
VVP
1095
Venture Visionary Partners
Ohio
$14.2M +$315K +549 +2%
MWA
1096
Motive Wealth Advisors
Michigan
$14.2M -$83.3K -145 -0.6%
SAM
1097
Smartleaf Asset Management
Massachusetts
$14.2M +$5.77M +10,050 +78%
GAM
1098
Gould Asset Management
California
$14.1M -$515K -897 -4%
NSIM
1099
North Star Investment Management
Illinois
$14M -$175K -304 -1%
JHCP
1100
Jackson Hole Capital Partners
Oklahoma
$14M -$63.2K -110 -0.5%

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.