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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
PWP
1351
Prasad Wealth Partners
Ohio
$8.17M -$1.6M -2,792 -18%
QP
1352
Quartz Partners
New York
$8.16M +$1.36M +2,363 +22%
MCA
1353
MSH Capital Advisors
Arizona
$8.15M -$20.1K -35 -0.3%
TPI
1354
Trust Point Inc
Wisconsin
$8.14M +$18.4K +32 +0.2%
XPN
1355
XY Planning Network
Montana
$8.11M +$5.43M +9,454 +262%
KGP
1356
Keystone Global Partners
Colorado
$8.08M -$273K -476 -4%
EFG
1357
Ethos Financial Group
Pennsylvania
$8.05M -$210K -366 -3%
CWP
1358
Curated Wealth Partners
California
$8.03M -$626K -1,091 -8%
NAG
1359
Northstar Advisory Group
New Jersey
$8.01M +$1.23M +2,139 +20%
MWM
1360
MY Wealth Management
Maryland
$7.99M -$4.27M -7,428 -37%
FCC
1361
Flower City Capital
New York
$7.96M +$31K +54 +0.4%
CWM
1362
C2C Wealth Management
Arizona
$7.94M +$61.4K +107 +0.8%
TFCP
1363
Twin Focus Capital Partners
Massachusetts
$7.93M +$1.82M +3,178 +33%
CCA
1364
Coign Capital Advisors
Utah
$7.88M -$597K -1,040 -8%
HSA
1365
HBK Sorce Advisory
Pennsylvania
$7.88M +$373K +649 +5%
KOC
1366
Koss-Olinger Consulting
Florida
$7.88M -$371K -647 -5%
AWM
1367
Aprio Wealth Management
Georgia
$7.87M -$470K -818 -6%
SFP
1368
Sterling Financial Planning
New Jersey
$7.82M +$5.17K +9 +0.1%
RWM
1369
Riverbend Wealth Management
South Carolina
$7.82M +$83.3K +145 +1%
CWM
1370
Certus Wealth Management
California
$7.8M -$104K -181 -1%
WT
1371
Washington Trust
Rhode Island
$7.74M
BC
1372
Barrett & Company
Rhode Island
$7.74M +$75.2K +131 +1%
Tudor Investment Corp
1373
Tudor Investment Corp
Connecticut
$7.71M +$2.24M +3,893 +46%
GWS
1374
Greykasell Wealth Strategies
California
$7.69M +$204K +355 +3%
PMFA
1375
Plante Moran Financial Advisors
Michigan
$7.68M +$980K +1,707 +16%

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.