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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
SWP
1626
Semus Wealth Partners
Florida
$4.92M -$1.05M -1,835 -19%
PPWP
1627
Premier Path Wealth Partners
New Jersey
$4.92M +$671K +1,168 +17%
MWPCG
1628
Measured Wealth Private Client Group
New Hampshire
$4.92M
SFC
1629
Sprinkle Financial Consultants
Colorado
$4.91M +$136K +236 +3%
CWS
1630
Confluence Wealth Services
Pennsylvania
$4.9M -$8.61K -15 -0.2%
SJGA
1631
Stephen J. Garry & Associates
New York
$4.9M -$62.6K -109 -1%
FGA
1632
Fortis Group Advisors
New Jersey
$4.89M -$139K -242 -3%
SWM
1633
SK Wealth Management
Rhode Island
$4.86M +$1.98M +3,442 +80%
FC
1634
Fulcrum Capital
Washington
$4.83M -$1.65M -2,882 -27%
IWC
1635
Infinity Wealth Counsel
Ohio
$4.82M -$9.19K -16 -0.2%
AA
1636
Auxano Advisors
Washington
$4.82M +$574 +1 +0%
BAM
1637
BOS Asset Management
Illinois
$4.82M -$32.7K -57 -0.7%
AA
1638
Aufman Associates
Pennsylvania
$4.81M -$23K -40 -0.5%
BPC
1639
Bearing Point Capital
Minnesota
$4.81M +$1.68M +2,922 +61%
PJSIMP
1640
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.8M +$164K +285 +4%
CFG
1641
Cooper Financial Group
California
$4.79M -$2.16M -3,761 -33%
MA
1642
MAS Advisors
Florida
$4.79M -$1.46M -2,537 -25%
STA
1643
Smith Thornton Advisors
Alabama
$4.78M +$1.98M +3,449 +81%
EIP
1644
Ellis Investment Partners
Pennsylvania
$4.76M -$106K -185 -2%
LIA
1645
LifePlan Investment Advisors
North Carolina
$4.76M -$2.01M -3,506 -31%
BOJHT
1646
Bank of Jackson Hole Trust
Wyoming
$4.75M +$107K +186 +2%
HI
1647
Horizon Investments
North Carolina
$4.75M -$4.42M -7,702 -50%
CWM
1648
Centricity Wealth Management
Ohio
$4.75M +$87.8K +153 +2%
NCFG
1649
New Century Financial Group
New Jersey
$4.75M +$3.74M +6,506 +571%
4WM
1650
49 Wealth Management
Texas
$4.74M -$200K -348 -4%

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.