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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
BWP
1251
Baldwin Wealth Partners
Massachusetts
$10.1M -$51.1K -89 -0.5%
OPA
1252
Old Port Advisors
Maine
$10.1M +$281K +490 +3%
IA
1253
IFC Advisors
California
$10.1M +$203K +354 +2%
BP
1254
BWM Planning
Texas
$10M +$30.4K +53 +0.3%
BWM
1255
Boyd Wealth Management
California
$10M -$199K -346 -2%
AAMC
1256
Asset Allocation & Management Company
Illinois
$10M
BBWP
1257
Beacon Bridge Wealth Partners
Pennsylvania
$9.97M -$13.2K -23 -0.1%
MWM
1258
MinichMacGregor Wealth Management
New York
$9.96M +$1.98M +3,444 +27%
AI
1259
Arrien Investments
Idaho
$9.95M +$107K +186 +1%
MW
1260
Maia Wealth
Colorado
$9.95M -$1.36M -2,367 -13%
CWIG
1261
Chung Wu Investment Group
Texas
$9.9M -$1.33M -2,310 -13%
CGPCS
1262
Capital Group Private Client Services
California
$9.89M +$766K +1,334 +9%
EC
1263
EdgeRock Capital
Colorado
$9.89M +$9.14M +15,926 New
RWI
1264
Red Wave Investments
Pennsylvania
$9.87M -$62K -108 -0.7%
MSA
1265
Marathon Strategic Advisors
Pennsylvania
$9.86M -$116K -202 -1%
IA
1266
IFG Advisory
Georgia
$9.83M -$1.47M -2,553 -14%
SC
1267
Solstein Capital
California
$9.81M
BF
1268
Baring Financial
Washington
$9.8M -$283K -493 -3%
SL
1269
SFM LLC
New Hampshire
$9.75M +$4M +6,958 +80%
IIC
1270
Integrated Investment Consultants
Michigan
$9.73M +$4.02K +7 +0%
GWP
1271
Gateway Wealth Partners
Wisconsin
$9.73M -$4.87M -8,477 -35%
CD
1272
Chapin Davis
Maryland
$9.7M +$6.32K +11 +0.1%
CIC
1273
Carnegie Investment Counsel
Ohio
$9.7M +$223K +389 +3%
CC
1274
Copperleaf Capital
North Carolina
$9.7M +$103K +180 +1%
SGK
1275
Steigerwald Gordon & Koch
Virginia
$9.67M +$359K +626 +4%

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.