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 %
EMCIP
1476
Ewing Morris & Co Investment Partners
Ontario, Canada
$6.07M +$1.89M +3,036 +45%
OFP
1477
OFC Financial Planning
New Jersey
$6.02M – – –
RWA
1478
Redhawk Wealth Advisors
Minnesota
$6.02M +$945K +1,522 +19%
BWM
1479
Bulltick Wealth Management
Florida
$5.99M – – –
KPWM
1480
KDK Private Wealth Management
Texas
$5.99M -$41.6K -67 -0.7%
SFM
1481
Signet Financial Management
New Jersey
$5.97M -$1.84M -2,968 -24%
PCM
1482
Presidio Capital Management
California
$5.97M -$148K -238 -2%
TCM
1483
Triumph Capital Management
Colorado
$5.96M +$2.61M +4,205 +78%
LWMNY
1484
Landmark Wealth Management (New York)
New York
$5.95M -$108K -174 -2%
NC
1485
NovaPoint Capital
Georgia
$5.94M +$2.24M +3,603 +60%
NL
1486
Nuveen LLC
North Carolina
$5.92M -$48.3M -77,801 -89%
BWA
1487
Bestgate Wealth Advisors
Maryland
$5.9M – – –
HP
1488
Holistic Planning
Texas
$5.89M +$1.69M +2,715 +40%
VAM
1489
Verity Asset Management
North Carolina
$5.87M -$6.9M -11,125 -54%
SFPG
1490
Stonebridge Financial Planning Group
Florida
$5.87M -$201K -323 -3%
SAM
1491
Strategy Asset Managers
California
$5.86M -$247K -398 -4%
SC
1492
Sykon Capital
New York
$5.86M +$5.86M +9,442 New
JJBC
1493
James J. Burns & Company
New York
$5.85M +$105K +169 +2%
FCA
1494
FLC Capital Advisors
California
$5.85M -$228K -367 -4%
MFG
1495
Magnus Financial Group
New York
$5.84M +$549K +884 +10%
EFG
1496
Embree Financial Group
Illinois
$5.84M +$4.11M +6,626 +239%
BB
1497
Berkshire Bank
Massachusetts
$5.84M +$553K +891 +10%
SJIM
1498
St. Johns Investment Management
Florida
$5.81M +$1.64M +2,637 +39%
MFA
1499
Morling Financial Advisors
California
$5.79M -$100K -161 -2%
BL
1500
BFSG LLC
California
$5.78M -$132K -212 -2%
58 59
60
61 62