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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
BFA
1926
Beacon Financial Advisory
Ohio
$2.97M -$332K -579 -11%
EA
1927
Efficient Advisors
Ohio
$2.97M -$174K -303 -6%
First Manhattan
1928
First Manhattan
New York
$2.97M +$39K +68 +1%
BCM
1929
Birmingham Capital Management
Alabama
$2.96M
SWA
1930
Sterling Wealth Advisors
Florida
$2.96M -$192K -335 -7%
KCAM
1931
Kagan Cocozza Asset Management
New Jersey
$2.95M -$11.5K -20 -0.4%
SPC
1932
Spirepoint Private Client
Florida
$2.95M -$331K -576 -11%
AF
1933
Alerus Financial
North Dakota
$2.95M +$9.76K +17 +0.4%
GJWM
1934
Gilliland Jeter Wealth Management
Arkansas
$2.94M -$42.5K -74 -2%
DC
1935
Darrow Company
Massachusetts
$2.93M -$15.5K -27 -0.6%
TPWA
1936
TRUE Private Wealth Advisors
Oregon
$2.93M -$622K -1,083 -19%
EP
1937
Essential Partners
California
$2.93M +$2.71M +4,714 New
CF
1938
Centaurus Financial
California
$2.93M -$388K -676 -13%
RFG
1939
REAP Financial Group
Texas
$2.91M +$194K +338 +8%
MCM
1940
Manchester Capital Management
Vermont
$2.9M +$517K +900 +24%
MHC
1941
Meyer Handelman Company
New York
$2.9M
RP
1942
Riverwater Partners
Wisconsin
$2.9M +$406K +707 +18%
SRC
1943
Sage Rhino Capital
California
$2.9M
TWM
1944
Tolleson Wealth Management
Texas
$2.89M -$153K -267 -5%
CMP
1945
Courage Miller Partners
Virginia
$2.89M +$79.2K +138 +3%
ACA
1946
Ackerman Capital Advisors
Texas
$2.89M
MCM
1947
Mengis Capital Management
Oregon
$2.87M -$13.2K -23 -0.5%
PL
1948
Plancorp LLC
Missouri
$2.87M -$29.9K -52 -1%
SRCM
1949
Signature Resources Capital Management
California
$2.87M +$1.8M +3,140 +212%
ULWM
1950
Upper Left Wealth Management
Florida
$2.86M -$247K -431 -9%

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.