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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
AWA
1801
Aaron Wealth Advisors
Illinois
$3.71M +$288K +502 +9%
GF
1802
Goodman Financial
Texas
$3.7M -$12.1K -21 -0.4%
FBT
1803
First Bank & Trust
South Dakota
$3.69M +$474K +825 +16%
ZIC
1804
ZWJ Investment Counsel
Georgia
$3.68M -$343K -597 -9%
KWM
1805
Kaydan Wealth Management
Michigan
$3.66M +$566K +986 +20%
VAG
1806
VisionPoint Advisory Group
Texas
$3.65M +$2.82M +4,903 +500%
FBFS
1807
First Business Financial Services
Wisconsin
$3.65M
WA
1808
WESPAC Advisors
California
$3.64M -$1.02M -1,770 -23%
CCM
1809
Condor Capital Management
New Jersey
$3.64M -$68.9K -120 -2%
CFP
1810
Comprehensive Financial Planning
Pennsylvania
$3.63M +$204K +356 +6%
MAV
1811
Mason & Associates (Virginia)
Virginia
$3.62M -$78.1K -136 -2%
LFP
1812
Leeward Financial Partners
Washington
$3.62M +$4.59K +8 +0.1%
CL
1813
CIM LLC
New York
$3.62M -$12.6K -22 -0.4%
PCM
1814
Palisade Capital Management
New Jersey
$3.62M +$109K +189 +3%
FB
1815
First Bancorp
Maine
$3.62M -$339K -591 -9%
AIM
1816
Aspen Investment Management
Michigan
$3.6M
SWGC
1817
Summit Wealth Group (Colorado)
Colorado
$3.6M +$3.32M +5,790 New
WFMPM
1818
Woodley Farra Manion Portfolio Management
Indiana
$3.58M -$133K -232 -4%
ADL
1819
Asset Dedication LLC
California
$3.55M +$11.5K +20 +0.4%
TP
1820
Tranquility Partners
Tennessee
$3.55M -$21.8K -38 -0.7%
AG
1821
AmeriFlex Group
Nevada
$3.54M -$242K -421 -7%
FNC
1822
First National Corp
Massachusetts
$3.54M -$38.5K -67 -1%
OP
1823
ORG Partners
Indiana
$3.54M +$691K +1,203 +27%
BA
1824
Bridgewater Advisors
New York
$3.52M +$1.25M +2,174 +65%
LWA
1825
Lifelong Wealth Advisors
Minnesota
$3.52M +$101K +176 +3%

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.