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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
FFP
1126
Forbes Financial Planning
Rhode Island
$13.3M +$4.3M +7,481 +54%
Koshinski Asset Management
1127
Koshinski Asset Management
Illinois
$13.2M -$296K -515 -2%
BONH
1128
Bank of New Hampshire
New Hampshire
$13.2M -$154K -269 -1%
FWA
1129
FOCUS Wealth Advisors
Texas
$13.2M -$2.63M -4,574 -18%
PW
1130
Pandora Wealth
Illinois
$13.1M +$2.87K +5 +0%
GB
1131
Gunma Bank
Japan
$13M
FPW
1132
Fairvoy Private Wealth
Alabama
$13M -$632K -1,100 -5%
GI
1133
Gradient Investments
Minnesota
$13M +$4.35M +7,573 +57%
FCA
1134
Fortis Capital Advisors
Kansas
$12.9M +$2.02M +3,511 +20%
GWSG
1135
GPS Wealth Strategies Group
Colorado
$12.9M +$1.93M +3,366 +19%
CAG
1136
Csenge Advisory Group
Florida
$12.8M -$4.92M -8,561 -28%
FWMP
1137
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.8M -$17.2K -30 -0.1%
KA
1138
Kooman & Associates
Pennsylvania
$12.8M -$249K -434 -2%
LA
1139
Latitude Advisors
Florida
$12.8M +$262K +457 +2%
BHWM
1140
Beaird Harris Wealth Management
Texas
$12.8M +$871K +1,517 +8%
PF
1141
PlanWiser Financial
Colorado
$12.8M +$806K +1,404 +8%
YIA
1142
YHB Investment Advisors
Connecticut
$12.8M -$49.4K -86 -0.4%
Capital Fund Management (CFM)
1143
Capital Fund Management (CFM)
France
$12.8M +$1.71M +2,974 +17%
MCWA
1144
Meadow Creek Wealth Advisors
Georgia
$12.8M +$108K +188 +0.9%
WP
1145
WealthPLAN Partners
Nebraska
$12.8M -$313K -545 -3%
PTC
1146
Private Trust Company
Ohio
$12.7M -$1.42M -2,475 -11%
NW
1147
NewEdge Wealth
Pennsylvania
$12.7M +$3.37M +5,864 +41%
CCA
1148
Cypress Capital Advisors
Tennessee
$12.7M +$1.76M +3,067 +18%
TBC
1149
Ted Buchan & Co
California
$12.7M +$233K +405 +2%
UWS
1150
Unique Wealth Strategies
Illinois
$12.6M -$97.6K -170 -0.8%

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.