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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
GWM
1776
GDS Wealth Management
Texas
$3.86M +$48.8K +85 +1%
UF
1777
Univest Financial
Pennsylvania
$3.84M -$93K -162 -3%
FAT
1778
First American Trust
California
$3.84M -$12.2M -21,205 -77%
ET
1779
Equitable Trust
Tennessee
$3.84M -$67.8K -118 -2%
TC
1780
TownSquare Capital
Utah
$3.83M -$86.5M -150,728 -96%
NWM
1781
Napa Wealth Management
California
$3.82M +$134K +233 +4%
GVCM
1782
Global View Capital Management
Wisconsin
$3.82M +$2.41M +4,196 +214%
CSIC
1783
Clifford Swan Investment Counsel
California
$3.82M -$16.7K -29 -0.5%
HCA
1784
Harbour Capital Advisors
Virginia
$3.81M +$119K +207 +4%
WFA
1785
WestHill Financial Advisors
California
$3.81M -$2.3K -4 -0.1%
SFO
1786
Stenger Family Office
Illinois
$3.8M +$3.43M +5,966 New
BHPW
1787
Beverly Hills Private Wealth
California
$3.8M -$424K -738 -11%
LWM
1788
Lyell Wealth Management
California
$3.78M -$33.3K -58 -0.9%
PCH
1789
PGIM Custom Harvest
New Jersey
$3.78M -$506K -882 -13%
OC
1790
Oakworth Capital
Alabama
$3.78M -$80.4K -140 -2%
FC
1791
Forte Capital
New York
$3.76M -$317K -552 -8%
PWM
1792
Paulson Wealth Management
Illinois
$3.75M +$644K +1,121 +23%
LCM
1793
Liberty Capital Management
Michigan
$3.74M -$3.44K -6 -0.1%
MA
1794
Maxele Advisors
Missouri
$3.74M -$130K -227 -4%
LFA
1795
Legacy Financial Advisors
Kentucky
$3.74M +$276K +481 +9%
CCP
1796
Clarkston Capital Partners
Michigan
$3.74M -$20.7K -36 -0.6%
TAP
1797
Tounjian Advisory Partners
Florida
$3.73M -$9.19K -16 -0.2%
FPW
1798
Flywheel Private Wealth
California
$3.73M -$187K -326 -5%
GHA
1799
GW Henssler & Associates
Georgia
$3.73M +$953K +1,659 +38%
BWA
1800
BCU Wealth Advisors
Illinois
$3.72M -$3.05M -5,315 -47%

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.