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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
DWM
1476
DKM Wealth Management
California
$6.37M +$358K +623 +6%
SCM
1477
Shorepath Capital Management
Utah
$6.34M +$1.19M +2,079 +26%
AT
1478
American Trust
Kentucky
$6.33M +$5.49M +9,562 +1,492%
CCA
1479
Cadent Capital Advisors
Oklahoma
$6.33M +$67.2K +117 +1%
LI
1480
LVZ Inc
Michigan
$6.33M +$1.95M +3,397 +50%
OAS
1481
Optivise Advisory Services
Tennessee
$6.31M +$256K +445 +5%
PWM
1482
Power Wealth Management
Georgia
$6.3M -$122K -212 -2%
VPW
1483
Variant Private Wealth
Virginia
$6.28M -$101K -176 -2%
TH
1484
TCTC Holdings
Texas
$6.28M +$660K +1,150 +13%
WAG
1485
Windsor Advisory Group
Ohio
$6.28M +$176K +306 +3%
JAG
1486
Journey Advisory Group
Kentucky
$6.24M +$303K +528 +6%
SC
1487
Steph & Co
Wisconsin
$6.24M +$218K +380 +4%
SSW
1488
Stone Summit Wealth
Florida
$6.23M +$1.17M +2,039 +25%
ICP
1489
Interchange Capital Partners
Pennsylvania
$6.22M -$2.39M -4,168 -29%
EAMA
1490
EFG Asset Management (Americas)
Florida
$6.22M +$597K +1,039 +12%
LWL
1491
Leo Wealth LLC
Texas
$6.21M +$2.04M +3,553 +55%
TCG
1492
Transcendent Capital Group
Oklahoma
$6.17M +$15.5K +27 +0.3%
FNBOO
1493
First National Bank of Omaha
Nebraska
$6.17M
1IA
1494
1834 Investment Advisors
Wisconsin
$6.17M -$109K -189 -2%
SHM
1495
Sagard Holdings Management
Ontario, Canada
$6.15M +$5.69M +9,911 New
PB
1496
Pinnacle Bancorp
Nebraska
$6.15M +$250K +436 +5%
ARC
1497
Advisor Resource Council
Texas
$6.15M -$7.01M -12,211 -55%
AAS
1498
Annex Advisory Services
Wisconsin
$6.14M -$918K -1,598 -14%
GWS
1499
Glassman Wealth Services
Virginia
$6.13M -$83.8K -146 -1%
Bank Julius Baer & Co
1500
Bank Julius Baer & Co
Switzerland
$6.08M -$3.29M -5,729 -37%

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.