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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,546 hedge funds and large institutions have $460B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 1,466 increasing their positions, 1,439 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,546
Holders Change
+32
Holders Change %
+0.91%
% of All Funds
47.51%
Holding in Top 10
1,130
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.31%
% of All Funds
15.14%
New
189
Increased
1,466
Reduced
1,439
Closed
87
Calls
$2.58B
Puts
$2.21B
Net Calls
+$366M
Net Calls Change
-$5.51B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.72B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.43B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$739M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$661M
5
Macquarie Group
Macquarie Group
Australia
+$649M

Top Sellers

1
CM
Capula Management
Cayman Islands
-$4.79B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.55B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.94B
4
Prudential Financial
Prudential Financial
New Jersey
-$2.58B
5
Bank of America
Bank of America
North Carolina
-$2.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1976
Wealthcare Capital Management
Virginia
$2.57M +$7.45K +12 +0.3%
HKIMG
1977
Hutchens & Kramer Investment Management Group
Indiana
$2.57M -$78.8K -127 -3%
NAM
1978
NTV Asset Management
West Virginia
$2.56M +$87.5K +141 +4%
FWP
1979
Falcon Wealth Planning
California
$2.56M -$128K -206 -5%
CCA
1980
Cobblestone Capital Advisors
New York
$2.55M -$107K -173 -4%
IAA
1981
Ironsides Asset Advisors
North Carolina
$2.55M – – –
PP
1982
Patten & Patten
Tennessee
$2.54M +$621 +1 +0%
CCM
1983
Cohen Capital Management
California
$2.54M +$89.4K +144 +4%
WSWA
1984
Warren Street Wealth Advisors
California
$2.53M +$316K +509 +14%
RFA
1985
Resurgent Financial Advisors
Georgia
$2.53M -$624K -1,005 -20%
JC
1986
Jentner Corp
Ohio
$2.53M – – –
NCM
1987
Northwest Capital Management
Oregon
$2.53M -$415K -669 -14%
Qube Research & Technologies (QRT)
1988
Qube Research & Technologies (QRT)
United Kingdom
$2.52M -$7.75M -12,479 -75%
PWA
1989
PCG Wealth Advisors
Kansas
$2.52M +$223K +359 +10%
OCG
1990
Opus Capital Group
Ohio
$2.52M -$55.3K -89 -2%
SFC
1991
Strategic Financial Concepts
Texas
$2.52M -$5.35M -8,624 -68%
GSIAS
1992
Garden State Investment Advisory Services
New Jersey
$2.51M +$119K +192 +5%
TCOT
1993
Trust Company of Tennessee
Tennessee
$2.5M -$12.4K -20 -0.5%
ACM
1994
AlphaStar Capital Management
North Carolina
$2.5M +$2.5M +4,025 New
CA
1995
CGN Advisors
Kansas
$2.5M -$11.8K -19 -0.5%
OA
1996
Operose Advisors
Wisconsin
$2.49M +$8.69K +14 +0.4%
PPC
1997
Pennington Partners & Co
Maryland
$2.48M +$145K +234 +6%
SWA
1998
SOA Wealth Advisors
New York
$2.47M -$151K -243 -6%
CGL
1999
Clarius Group LLC
Washington
$2.47M +$1.05M +1,691 +74%
FFB
2000
First Financial Bankshares
Texas
$2.46M -$1.54M -2,486 -39%
78 79
80
81 82