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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
LCWP
1326
Legacy Capital Wealth Partners
Arkansas
$8.7M -$559K -974 -6%
TFA
1327
Transamerica Financial Advisors
Florida
$8.69M -$137K -238 -2%
NG
1328
NatWest Group
United Kingdom
$8.68M -$9.19K -16 -0.1%
FFM
1329
Fullerton Fund Management
Singapore
$8.62M +$5.7M +9,920 +251%
HNB
1330
Hilltop National Bank
Wyoming
$8.59M +$7.94M +13,831 New
GWA
1331
Genesis Wealth Advisors
Massachusetts
$8.58M -$67.8K -118 -0.8%
WWC
1332
Waypoint Wealth Counsel
Georgia
$8.55M +$124K +216 +2%
MFC
1333
Mechanics Financial Corp
Ohio
$8.54M +$233K +405 +3%
APG
1334
Abacus Planning Group
South Carolina
$8.5M +$25.3K +44 +0.3%
PIA
1335
Perennial Investment Advisors
California
$8.49M -$2.53M -4,406 -24%
CIC
1336
Cutler Investment Counsel
Oregon
$8.44M +$980K +1,707 +14%
VWM
1337
Venturi Wealth Management
Texas
$8.43M -$162K -283 -2%
LIA
1338
Luken Investment Analytics
Tennessee
$8.43M -$2.43M -4,233 -24%
FW
1339
Fidato Wealth
Ohio
$8.42M -$130K -226 -2%
NCM
1340
Nelson Capital Management
California
$8.42M +$543K +946 +7%
AC
1341
AWM Capital
Arizona
$8.41M
CA
1342
Continuum Advisory
Idaho
$8.41M -$703K -1,225 -8%
WB
1343
West Bancorporation
Iowa
$8.38M -$493K -858 -6%
SL
1344
Salomon & Ludwin
Virginia
$8.38M -$97K -169 -1%
NA
1345
Nordwand Advisors
Pennsylvania
$8.37M +$7.27M +12,669 +1,556%
TPWA
1346
Twin Peaks Wealth Advisors
California
$8.34M -$5.42M -9,438 -42%
NP
1347
Nilsine Partners
Colorado
$8.28M -$484K -843 -6%
MWM
1348
McMill Wealth Management
Nebraska
$8.26M -$230K -401 -3%
MFG
1349
Mendota Financial Group
Wisconsin
$8.2M +$140K +243 +2%
KW
1350
KWB Wealth
California
$8.18M -$257K -447 -3%

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.