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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 %
PP
1401
PFS Partners
New Jersey
$6.91M +$192K +309 +3%
SNB
1402
Security National Bank
Nebraska
$6.9M +$1.3M +2,086 +23%
PG
1403
Patten Group
Tennessee
$6.88M -$210K -338 -3%
GLLW
1404
Graves Light Lenhart Wealth
Virginia
$6.86M -$11.2K -18 -0.2%
LWM
1405
Lakeridge Wealth Management
Ohio
$6.86M +$323K +520 +5%
AIM
1406
Advyzon Investment Management
Illinois
$6.84M -$2.55M -4,104 -27%
IWB
1407
Innovative Wealth Building
Maryland
$6.84M -$166K -267 -2%
HT
1408
Heritage Trust
Oklahoma
$6.83M -$19.9K -32 -0.3%
IC
1409
Iconiq Capital
California
$6.82M -$385K -620 -5%
VCM
1410
Vivaldi Capital Management
Illinois
$6.8M +$145K +233 +2%
ASW
1411
Astoria Strategic Wealth
Texas
$6.8M -$511K -823 -7%
BFC
1412
Bedel Financial Consulting
Indiana
$6.78M +$31K +50 +0.5%
MCCP
1413
Mission Creek Capital Partners
California
$6.78M -$554K -892 -8%
TWA
1414
TCI Wealth Advisors
Arizona
$6.75M -$509K -820 -7%
DWP
1415
Daymark Wealth Partners
Ohio
$6.75M +$289K +465 +4%
LA
1416
Lifeworks Advisors
Michigan
$6.73M -$702K -1,130 -9%
BWA
1417
BlueChip Wealth Advisors
Georgia
$6.7M -$284K -458 -4%
GWP
1418
Gen-Wealth Partners
Michigan
$6.7M +$243K +391 +4%
TCOV
1419
Trust Company of Vermont
Vermont
$6.69M -$505K -814 -7%
FWM
1420
FSA Wealth Management
Massachusetts
$6.66M -$164K -2,118 -2%
PI
1421
PineBridge Investments
New York
$6.66M -$310K -500 -4%
TC
1422
TFR Capital
Texas
$6.66M -$255K -410 -4%
CCG
1423
Catalina Capital Group
California
$6.65M +$182K +293 +3%
CMBA
1424
C.M. Bidwell & Associates
Hawaii
$6.64M +$6.37M +10,265 +2,349%
BFA
1425
Blueprint Financial Advisors
North Carolina
$6.64M +$6.64M +10,687 New
55 56
57
58 59