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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
BAMG
1551
Brand Asset Management Group
Missouri
$5.57M -$116K -202 -2%
ISWM
1552
Independent Solutions Wealth Management
New York
$5.56M -$874K -1,523 -15%
QCM
1553
QRG Capital Management
Illinois
$5.55M +$944K +1,644 +23%
PAM
1554
Peak Asset Management
Colorado
$5.54M -$99.3K -173 -2%
PGF
1555
Plan Group Financial
Oklahoma
$5.52M +$4.39M +7,645 +613%
DWM
1556
Defined Wealth Management
Oregon
$5.52M -$4.02K -7 -0.1%
PFBT
1557
Parkside Financial Bank & Trust
Missouri
$5.52M -$730K -1,271 -13%
VPP
1558
Vertex Planning Partners
Illinois
$5.52M -$495K -862 -9%
QCIG
1559
Quad-Cities Investment Group
Iowa
$5.49M -$132K -230 -3%
LFAS
1560
Level Four Advisory Services
Texas
$5.47M +$547K +953 +12%
DWM
1561
Dogwood Wealth Management
Kansas
$5.47M -$567K -988 -10%
AFA
1562
AA Financial Advisors
Ohio
$5.46M +$456K +794 +10%
BI
1563
Berkeley Inc
Idaho
$5.44M -$17.8K -31 -0.4%
Vontobel Holding
1564
Vontobel Holding
Switzerland
$5.43M +$1.8M +3,136 +56%
WAOI
1565
Wealth Advisors of Iowa
Iowa
$5.43M -$10.3K -18 -0.2%
IIM
1566
InTrack Investment Management
Vermont
$5.42M +$1.55M +2,691 +45%
GA
1567
GSG Advisors
New Jersey
$5.4M -$149K -259 -3%
MSAGDF
1568
Moneda SA Administradora General de Fondos
Chile
$5.4M
HH
1569
Hilltop Holdings
Texas
$5.39M -$71.8K -125 -1%
FFS
1570
Fortress Financial Solutions
Arizona
$5.38M +$574K +999 +13%
SPW
1571
Sonoma Private Wealth
California
$5.38M -$83.3K -145 -2%
HLCM
1572
Hi-Line Capital Management
South Dakota
$5.38M +$1.01M +1,756 +25%
KCM
1573
Kennicott Capital Management
California
$5.37M +$2.13M +3,701 +75%
TWP
1574
Tempus Wealth Planning
California
$5.36M -$27.6K -48 -0.6%
DWM
1575
Daner Wealth Management
Georgia
$5.36M +$4.77M +8,304 New

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.