IVV icon

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 %
WF
1201
Welch & Forbes
Massachusetts
$10.8M +$67.1K +108 +0.6%
DC
1202
Davenport & Co
Virginia
$10.8M -$527K -849 -5%
CAM
1203
Campion Asset Management
Virginia
$10.8M +$701K +1,129 +7%
AM
1204
AGF Management
Ontario, Canada
$10.7M -$197K -318 -2%
TRIA
1205
Trail Ridge Investment Advisors
Colorado
$10.7M -$516K -812 -5%
CWM
1206
Connecticut Wealth Management
Connecticut
$10.7M -$149K -240 -1%
VCA
1207
Verdence Capital Advisors
Maryland
$10.7M -$101K -163 -0.9%
ARG
1208
Advisory Resource Group
Oklahoma
$10.6M -$25.5K -41 -0.2%
AWA
1209
Archvest Wealth Advisors
California
$10.6M +$1.12M +1,811 +12%
TVM
1210
True Vision MN
Minnesota
$10.6M -$8.36M -13,459 -44%
Citadel Advisors
1211
Citadel Advisors
Florida
$10.6M +$10.6M +17,138 New
LIM
1212
Leavell Investment Management
Alabama
$10.6M -$110K -177 -1%
GCM
1213
Granby Capital Management
Florida
$10.6M – – –
WJWM
1214
Williams Jones Wealth Management
New York
$10.6M -$180K -290 -2%
NFC
1215
Northeast Financial Consultants
Connecticut
$10.5M +$276K +444 +3%
FHA
1216
Flagship Harbor Advisors
Massachusetts
$10.5M +$1.53M +2,460 +17%
FPCG
1217
Forum Private Client Group
Indiana
$10.4M +$582K +938 +6%
GP
1218
Geneva Partners
Wisconsin
$10.4M +$36.6K +59 +0.4%
DWM
1219
DecisionMap Wealth Management
Virginia
$10.4M +$347K +559 +3%
MWAM
1220
Manhattan West Asset Management
California
$10.3M -$122K -196 -1%
RC
1221
Roundview Capital
New Jersey
$10.3M -$93.8K -151 -0.9%
SCM
1222
SOL Capital Management
Maryland
$10.3M +$144K +232 +1%
JA
1223
JVL Associates
Michigan
$10.3M +$126K +203 +1%
GKIM
1224
GW&K Investment Management
Massachusetts
$10.2M +$3.54M +5,706 +53%
CT
1225
Clearstead Trust
Maine
$10.2M +$105K +169 +1%
47 48
49
50 51