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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 %
GWP
1251
Gateway Wealth Partners
Wisconsin
$9.73M -$5.26M -8,477 -35%
CD
1252
Chapin Davis
Maryland
$9.7M +$6.83K +11 +0.1%
CIC
1253
Carnegie Investment Counsel
Ohio
$9.7M +$242K +389 +3%
CC
1254
Copperleaf Capital
North Carolina
$9.7M +$112K +180 +1%
SGK
1255
Steigerwald Gordon & Koch
Virginia
$9.67M +$389K +626 +4%
MPW
1256
MASECO Private Wealth
$9.67M +$9.67M +15,570 New
GB
1257
Goepper Burkhardt
South Carolina
$9.66M +$1.49M +2,397 +18%
SF
1258
Symphony Financial
Texas
$9.66M +$5.92M +11,920 +159%
GPA
1259
Garrison Point Advisors
California
$9.65M +$68.9K +111 +0.7%
WPC
1260
White Pine Capital
Minnesota
$9.61M +$389K +627 +4%
CIR
1261
Clear Investment Research
Georgia
$9.6M -$156K -252 -2%
NB
1262
Nicolet Bankshares
Wisconsin
$9.56M +$2.72M +4,381 +40%
WPP
1263
Whalerock Point Partners
Rhode Island
$9.53M +$320K +516 +3%
AWA
1264
Arete Wealth Advisors
Illinois
$9.52M -$1.71M -2,751 -15%
IMRF
1265
Illinois Municipal Retirement Fund
Illinois
$9.5M -$1.12M -1,800 -11%
LF
1266
Lighthouse Financial
Florida
$9.46M -$117K -189 -1%
SC
1267
Sapient Capital
Indiana
$9.45M +$196K +316 +2%
GG
1268
Greenwood Gearhart
Arkansas
$9.44M -$1.44M -2,327 -13%
RWM
1269
Rialto Wealth Management
New York
$9.44M +$700K +1,128 +8%
NL
1270
NEPC LLC
Massachusetts
$9.42M – – –
GM
1271
GeoWealth Management
Illinois
$9.42M -$1.57M -2,521 -14%
BC
1272
Bulwark Capital
Florida
$9.4M +$9.4M +15,145 New
SMAM
1273
Sugar Maple Asset Management
Wisconsin
$9.4M +$1.38M +2,222 +17%
MF
1274
Meridian Financial
Massachusetts
$9.38M -$117K -188 -1%
CCP
1275
Cassia Capital Partners
North Carolina
$9.38M -$339K -546 -3%
49 50
51
52 53