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 %
MWM
1326
McMill Wealth Management
Nebraska
$8.26M -$248K -401 -3%
MFG
1327
Mendota Financial Group
Wisconsin
$8.2M +$151K +243 +2%
KW
1328
KWB Wealth
California
$8.18M -$251K -447 -3%
PWP
1329
Prasad Wealth Partners
Ohio
$8.17M -$1.73M -2,792 -18%
QP
1330
Quartz Partners
New York
$8.16M +$1.47M +2,363 +22%
MCA
1331
MSH Capital Advisors
Arizona
$8.15M -$21.7K -35 -0.3%
TPI
1332
Trust Point Inc
Wisconsin
$8.14M +$19.9K +32 +0.2%
XPN
1333
XY Planning Network
Montana
$8.11M +$5.87M +9,454 +262%
KGP
1334
Keystone Global Partners
Colorado
$8.08M -$296K -476 -4%
EFG
1335
Ethos Financial Group
Pennsylvania
$8.05M -$227K -366 -3%
CWP
1336
Curated Wealth Partners
California
$8.03M -$677K -1,091 -8%
NAG
1337
Northstar Advisory Group
New Jersey
$8.01M +$1.33M +2,139 +20%
MWM
1338
MY Wealth Management
Maryland
$7.99M -$4.61M -7,428 -37%
FCC
1339
Flower City Capital
New York
$7.96M +$33.5K +54 +0.4%
CWM
1340
C2C Wealth Management
Arizona
$7.94M +$66.4K +107 +0.8%
TFCP
1341
Twin Focus Capital Partners
Massachusetts
$7.93M +$1.97M +3,178 +33%
CCA
1342
Coign Capital Advisors
Utah
$7.88M -$646K -1,040 -8%
HSA
1343
HBK Sorce Advisory
Pennsylvania
$7.88M +$403K +649 +5%
KOC
1344
Koss-Olinger Consulting
Florida
$7.88M -$402K -647 -5%
AWM
1345
Aprio Wealth Management
Georgia
$7.87M -$508K -818 -6%
SFP
1346
Sterling Financial Planning
New Jersey
$7.82M +$5.59K +9 +0.1%
RWM
1347
Riverbend Wealth Management
South Carolina
$7.82M +$90K +145 +1%
CWM
1348
Certus Wealth Management
California
$7.8M -$112K -181 -1%
WT
1349
Washington Trust
Rhode Island
$7.74M – – –
BC
1350
Barrett & Company
Rhode Island
$7.74M +$81.3K +131 +1%
52 53
54
55 56