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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
DA
1151
Doliver Advisors
Texas
$12.6M +$70K +122 +0.6%
CC
1152
Chicago Capital
Illinois
$12.6M -$458K -798 -4%
X
1153
Xponance
Pennsylvania
$12.5M -$2.28M -3,970 -16%
UB
1154
Umpqua Bank
Oregon
$12.5M -$2.38M -4,151 -17%
MCC
1155
Money Concepts Capital
Florida
$12.5M +$3.84M +6,688 +50%
YLHM
1156
Yelin Lapidot Holdings Management
Israel
$12.4M -$225K -392 -2%
SWP
1157
Strategic Wealth Partners
Ohio
$12.4M +$11.5M +20,001 New
AFP
1158
Ausdal Financial Partners
Iowa
$12.4M +$1.09M +1,899 +10%
BHWM
1159
Bay Harbor Wealth Management
Maryland
$12.4M -$12.8M -22,343 -53%
OWCM
1160
One Wealth Capital Management
Arizona
$12.4M -$6.04M -10,526 -35%
SS
1161
Sound Stewardship
Kansas
$12.4M +$836K +1,456 +8%
TCM
1162
Telos Capital Management
California
$12.4M +$857K +1,493 +8%
BFA
1163
Bright Financial Advisors
Michigan
$12.3M +$57.4K +100 +0.5%
CWM
1164
Cordatus Wealth Management
Pennsylvania
$12.2M +$11.3M +19,706 New
MCM
1165
MidAtlantic Capital Management
Virginia
$12.2M +$1.12M +1,943 +11%
CASB
1166
Cape Ann Savings Bank
Massachusetts
$12.2M -$62K -108 -0.5%
SL
1167
Sentry LLC
Tennessee
$12.1M +$752K +1,309 +7%
PIMG
1168
Patriot Investment Management Group
Tennessee
$12.1M -$14.4K -25 -0.1%
WMP
1169
Wealth Management Partners
Arizona
$12.1M +$417K +726 +4%
TCA
1170
Transcend Capital Advisors
New Jersey
$12.1M +$14.9K +26 +0.1%
SDAM
1171
Shulman DeMeo Asset Management
New York
$12.1M -$72.9K -127 -0.6%
RTL
1172
Red Tortoise LLC
Georgia
$12M -$405K -706 -4%
PWP
1173
Precedent Wealth Partners
Texas
$12M -$1.36M -2,368 -11%
MPM
1174
Meritage Portfolio Management
Kansas
$12M -$2.36M -4,115 -18%
LI
1175
Louisbourg Investments
New Brunswick, Canada
$12M +$23K +40 +0.2%

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.