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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
EP
1526
Essential Planning
New Hampshire
$5.77M -$51.7K -90 -1%
SCA
1527
Strathmore Capital Advisors
North Carolina
$5.76M +$5.28M +9,193 New
QWM
1528
Quadcap Wealth Management
Texas
$5.75M +$57.4K +100 +1%
SMA
1529
Sage Mountain Advisors
Georgia
$5.74M +$630K +1,097 +13%
EFH
1530
Eaton Financial Holdings
Florida
$5.73M -$3.11M -5,412 -37%
T
1531
TrueFG
Texas
$5.73M -$114K -199 -2%
CIA
1532
Compass Ion Advisors
Pennsylvania
$5.72M -$194K -338 -4%
FFM
1533
Forum Financial Management
Illinois
$5.71M -$738K -1,286 -12%
JSL
1534
JT Stratford LLC
Georgia
$5.71M -$62K -108 -1%
NWM
1535
Navigoe Wealth Management
California
$5.69M +$2.12M +3,688 +67%
SWA
1536
Strategies Wealth Advisors
Michigan
$5.68M -$499K -869 -9%
BFW
1537
Brady Family Wealth
Missouri
$5.68M +$56.3K +98 +1%
KCP
1538
Kera Capital Partners
California
$5.68M +$1.3M +2,260 +33%
PCA
1539
PMV Capital Advisers
Texas
$5.66M -$86.7K -151 -2%
SFG
1540
Sunburst Financial Group
Alabama
$5.66M +$32.2K +56 +0.6%
AF
1541
Affiance Financial
Minnesota
$5.65M -$574 -1 -0%
SIS
1542
Sound Income Strategies
Florida
$5.64M +$357K +622 +7%
WBC
1543
West Branch Capital
Massachusetts
$5.63M -$181K -316 -3%
WA
1544
WPG Advisers
Maryland
$5.62M +$885K +1,542 +21%
UOTTAIMCU
1545
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.62M +$563K +980 +12%
FHC
1546
First Heartland Consultants
Missouri
$5.62M -$1.34M -2,331 -20%
CPCM
1547
Cornerstone Partners Capital Management
Virginia
$5.6M
LWP
1548
Laurel Wealth Planning
Minnesota
$5.6M +$2.44M +4,256 +89%
AWP
1549
Avid Wealth Partners
Texas
$5.57M -$4.29M -7,473 -45%
EF
1550
Empowered Funds
Pennsylvania
$5.57M -$4.9M -8,539 -49%

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.