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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
MFG
1201
Mustico Financial Group
New York
$11.4M +$10.3M +18,001 New
EWA
1202
Etesian Wealth Advisors
Oregon
$11.4M +$639K +1,113 +6%
NS
1203
NBC Securities
Alabama
$11.4M +$2.49M +4,342 +31%
OCM
1204
Objective Capital Management
Ohio
$11.4M +$241K +420 +2%
BCWM
1205
Bartlett & Co Wealth Management
Ohio
$11.4M +$21.2K +37 +0.2%
RDWM
1206
Red Door Wealth Management
Tennessee
$11.4M +$25.8K +45 +0.2%
MD
1207
Money Design
Japan
$11.3M -$352K -613 -3%
NAS
1208
Nicolet Advisory Services
Wisconsin
$11.3M -$15.5K -27 -0.1%
SB
1209
Simmons Bank
Arkansas
$11.2M +$24.1K +42 +0.2%
GHA
1210
Granite Harbor Advisors
Texas
$11.1M -$856K -1,491 -8%
WF
1211
Wayfinding Financial
Washington
$11.1M -$180K -314 -2%
AA
1212
Argent Advisors
Louisiana
$11M +$284K +495 +3%
PI
1213
PJT Investments
$11M +$10.2M +17,692 New
PRTG
1214
Post Resch Tallon Group
New York
$11M -$28.7K -50 -0.3%
WG
1215
Welch Group
Alabama
$10.9M +$18.4K +32 +0.2%
TA
1216
TFB Advisors
Kansas
$10.9M +$4.1M +7,136 +68%
MF
1217
Montis Financial
Massachusetts
$10.9M -$462K -805 -4%
MAM
1218
MMA Asset Management
Pennsylvania
$10.9M -$2.34M -4,079 -19%
SAM
1219
Secure Asset Management
Michigan
$10.9M +$2.89M +5,029 +40%
ANBT
1220
American National Bank & Trust
Texas
$10.8M +$99.3K +173 +1%
WF
1221
Welch & Forbes
Massachusetts
$10.8M +$62K +108 +0.6%
DC
1222
Davenport & Co
Virginia
$10.8M -$487K -849 -5%
CAM
1223
Campion Asset Management
Virginia
$10.8M +$648K +1,129 +7%
AM
1224
AGF Management
Ontario, Canada
$10.7M -$183K -318 -2%
TRIA
1225
Trail Ridge Investment Advisors
Colorado
$10.7M -$466K -812 -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.