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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 %
WP
1126
WealthPLAN Partners
Nebraska
$12.8M -$338K -545 -3%
PTC
1127
Private Trust Company
Ohio
$12.7M -$1.54M -2,475 -11%
NW
1128
NewEdge Wealth
Pennsylvania
$12.7M +$3.73M +5,864 +41%
CCA
1129
Cypress Capital Advisors
Tennessee
$12.7M +$1.9M +3,067 +18%
TBC
1130
Ted Buchan & Co
California
$12.7M +$251K +405 +2%
DA
1131
Doliver Advisors
Texas
$12.6M +$75.8K +122 +0.6%
CC
1132
Chicago Capital
Illinois
$12.6M -$495K -798 -4%
X
1133
Xponance
Pennsylvania
$12.5M -$2.46M -3,970 -16%
UB
1134
Umpqua Bank
Oregon
$12.5M -$2.59M -4,151 -17%
MCC
1135
Money Concepts Capital
Florida
$12.5M +$4.15M +6,688 +50%
YLHM
1136
Yelin Lapidot Holdings Management
Israel
$12.4M -$243K -392 -2%
SWP
1137
Strategic Wealth Partners
Ohio
$12.4M +$12.4M +20,001 New
AFP
1138
Ausdal Financial Partners
Iowa
$12.4M +$1.18M +1,899 +10%
BHWM
1139
Bay Harbor Wealth Management
Maryland
$12.4M -$13.9M -22,343 -53%
OWCM
1140
One Wealth Capital Management
Arizona
$12.4M -$6.54M -10,526 -35%
SS
1141
Sound Stewardship
Kansas
$12.4M +$904K +1,456 +8%
TCM
1142
Telos Capital Management
California
$12.4M +$927K +1,493 +8%
BFA
1143
Bright Financial Advisors
Michigan
$12.3M +$62.1K +100 +0.5%
CWM
1144
Cordatus Wealth Management
Pennsylvania
$12.2M +$12.2M +19,706 New
MCM
1145
MidAtlantic Capital Management
Virginia
$12.2M +$1.21M +1,943 +11%
CASB
1146
Cape Ann Savings Bank
Massachusetts
$12.2M -$67.1K -108 -0.5%
SL
1147
Sentry LLC
Tennessee
$12.1M +$813K +1,309 +7%
PIMG
1148
Patriot Investment Management Group
Tennessee
$12.1M -$15.5K -25 -0.1%
WMP
1149
Wealth Management Partners
Arizona
$12.1M +$453K +726 +4%
TCA
1150
Transcend Capital Advisors
New Jersey
$12.1M +$16.1K +26 +0.1%
44 45
46
47 48