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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
MCM
1601
Mitchell Capital Management
Kansas
$5.11M +$312K +543 +7%
QPWM
1602
Quadrant Private Wealth Management
Pennsylvania
$5.11M -$640K -1,115 -12%
SWM
1603
Stockman Wealth Management
Montana
$5.11M +$137K +238 +3%
CCWM
1604
Cassaday & Co Wealth Management
Virginia
$5.11M -$8.61K -15 -0.2%
MAG
1605
M3 Advisory Group
Massachusetts
$5.1M +$56.3K +98 +1%
SSWG
1606
Seven Springs Wealth Group
Tennessee
$5.1M
CG
1607
Curat Global
New Hampshire
$5.08M +$2.31M +4,025 +97%
VA
1608
Vident Advisory
Georgia
$5.06M +$202K +351 +4%
FWP
1609
FAS Wealth Partners
Kansas
$5.05M +$83.8K +146 +2%
FG
1610
Fiduciary Group
Georgia
$5.05M -$167K -290 -3%
TSW
1611
Three Seasons Wealth
Utah
$5.05M -$450K -784 -9%
AFS
1612
Access Financial Services
Minnesota
$5.05M +$67.2K +117 +1%
FPTW
1613
Franklin, Parlapiano, Turner & Welch
Texas
$5.04M
EFA
1614
Edge Financial Advisors
Illinois
$5.03M -$591K -1,030 -11%
JPWM
1615
Jamison Private Wealth Management
Georgia
$5.03M -$89.6K -156 -2%
APC
1616
Asset Planning Corporation
Tennessee
$5.02M -$36.7K -64 -0.8%
PCA
1617
Prosperity Capital Advisors
Ohio
$5.02M -$1.28M -2,229 -22%
AA
1618
Alpha Advisors
Virginia
$5M +$31.6K +55 +0.7%
FP
1619
Fiduciary Planning
Florida
$4.99M -$188K -327 -4%
SFO
1620
Stokes Family Office
Louisiana
$4.99M -$27K -47 -0.6%
NB
1621
NBT Bank
New York
$4.98M -$67.8K -118 -1%
WEG
1622
World Equity Group
Illinois
$4.97M -$1.76M -3,062 -28%
WF
1623
WinCap Financial
Massachusetts
$4.97M +$1.47M +2,567 +47%
MWP
1624
Meridian Wealth Partners
Pennsylvania
$4.95M -$115K -201 -2%
CAS
1625
Coppell Advisory Solutions
Texas
$4.95M +$4.6M +8,020 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.