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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
EMCIP
1501
Ewing Morris & Co Investment Partners
Ontario, Canada
$6.07M +$1.74M +3,036 +45%
OFP
1502
OFC Financial Planning
New Jersey
$6.02M
RWA
1503
Redhawk Wealth Advisors
Minnesota
$6.02M +$874K +1,522 +19%
BWM
1504
Bulltick Wealth Management
Florida
$5.99M
KPWM
1505
KDK Private Wealth Management
Texas
$5.99M -$38.5K -67 -0.7%
SFM
1506
Signet Financial Management
New Jersey
$5.97M -$1.7M -2,968 -24%
PCM
1507
Presidio Capital Management
California
$5.97M -$137K -238 -2%
TCM
1508
Triumph Capital Management
Colorado
$5.96M +$2.41M +4,205 +78%
LWMNY
1509
Landmark Wealth Management (New York)
New York
$5.95M -$99.9K -174 -2%
NC
1510
NovaPoint Capital
Georgia
$5.94M +$2.07M +3,603 +60%
N
1511
Nuveen
North Carolina
$5.92M -$44.7M -77,801 -89%
BWA
1512
Bestgate Wealth Advisors
Maryland
$5.9M
HP
1513
Holistic Planning
Texas
$5.89M +$1.56M +2,715 +40%
VAM
1514
Verity Asset Management
North Carolina
$5.87M -$6.39M -11,125 -54%
SFPG
1515
Stonebridge Financial Planning Group
Florida
$5.87M -$185K -323 -3%
SAM
1516
Strategy Asset Managers
California
$5.86M -$229K -398 -4%
SC
1517
Sykon Capital
New York
$5.86M +$5.42M +9,442 New
JJBC
1518
James J. Burns & Company
New York
$5.85M +$97K +169 +2%
FCA
1519
FLC Capital Advisors
California
$5.85M -$211K -367 -4%
MFG
1520
Magnus Financial Group
New York
$5.84M +$508K +884 +10%
EFG
1521
Embree Financial Group
Illinois
$5.84M +$3.8M +6,626 +239%
BB
1522
Berkshire Bank
Massachusetts
$5.84M +$512K +891 +10%
SJIM
1523
St. Johns Investment Management
Florida
$5.81M +$1.51M +2,637 +39%
MFA
1524
Morling Financial Advisors
California
$5.79M -$92.4K -161 -2%
BL
1525
BFSG LLC
California
$5.78M -$122K -212 -2%

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.