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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
AIM
1901
Arcadia Investment Management
Michigan
$3.08M
IP
1902
Investment Partners
Ohio
$3.07M -$157K -274 -5%
KBFS
1903
Kohmann Bosshard Financial Services
Ohio
$3.07M
VWM
1904
Valley Wealth Managers
New Jersey
$3.06M -$97.6K -170 -3%
CSC
1905
Caldwell Sutter Capital
California
$3.06M -$2.87K -5 -0.1%
RCWMU
1906
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.06M +$2.83M +4,929 New
WF
1907
Warner Financial
Maryland
$3.06M -$5.17K -9 -0.2%
CCA
1908
Clarity Capital Advisors
Florida
$3.04M +$6.89K +12 +0.2%
TDWM
1909
Topel & Distasi Wealth Management
California
$3.04M
SA
1910
SRH Advisors
Kansas
$3.03M +$116K +202 +4%
PPA
1911
Painted Porch Advisors
California
$3.02M -$20.1K -35 -0.7%
MWM
1912
Melfa Wealth Management
Massachusetts
$3.02M -$5.74K -10 -0.2%
KCPG
1913
Kavar Capital Partners Group
Kansas
$3.02M -$12.6K -22 -0.4%
CA
1914
Capital Advantage
California
$3.02M -$425K -740 -13%
FCM
1915
Fortis Capital Management
Washington
$3.02M +$4.59K +8 +0.2%
HWM
1916
Howard Wealth Management
Connecticut
$3.01M -$78.1K -136 -3%
PWM
1917
PMG Wealth Management
Illinois
$3M +$513K +893 +23%
MWA
1918
Monograph Wealth Advisors
California
$3M
APW
1919
Austin Private Wealth
Texas
$3M -$574 -1 -0%
SWM
1920
Segment Wealth Management
Texas
$2.99M -$9.19K -16 -0.3%
HFS
1921
Hopwood Financial Services
Virginia
$2.99M
TYCC
1922
Texas Yale Capital Corp
Florida
$2.98M +$233K +405 +9%
GCM
1923
Generation Capital Management
New York
$2.98M +$1.15K +2 +0%
GWA
1924
Gratus Wealth Advisors
Virginia
$2.97M -$18.9K -33 -0.7%
CFA
1925
Cahill Financial Advisors
Minnesota
$2.97M -$38.5K -67 -1%

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.