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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
SMWM
2001
Silvia McColl Wealth Management
California
$2.65M
WE
2002
Wealth Effects
Massachusetts
$2.64M -$116K -202 -5%
CFD
2003
Creative Financial Designs
Indiana
$2.62M -$8.61K -15 -0.4%
SAM
2004
SP Asset Management
California
$2.61M +$17.8K +31 +0.7%
VST
2005
Van Strum & Towne
California
$2.6M -$14.9K -26 -0.6%
FA
2006
FF Advisors
California
$2.6M
MCA
2007
Magnolia Capital Advisors
Mississippi
$2.6M -$28.7K -50 -1%
AFO
2008
Allie Family Office
Florida
$2.59M +$193K +337 +9%
MA
2009
Mezzasalma Advisors
New Jersey
$2.58M +$10.9K +19 +0.5%
HPC
2010
Hobart Private Capital
North Carolina
$2.57M -$146K -255 -6%
WCM
2011
Wealthcare Capital Management
Virginia
$2.57M +$6.89K +12 +0.3%
HKIMG
2012
Hutchens & Kramer Investment Management Group
Indiana
$2.57M -$72.9K -127 -3%
NAM
2013
NTV Asset Management
West Virginia
$2.56M +$81K +141 +4%
FWP
2014
Falcon Wealth Planning
California
$2.56M -$118K -206 -5%
LI
2015
LifeWealth Investments
Florida
$2.55M +$239K +417 +11%
CCA
2016
Cobblestone Capital Advisors
New York
$2.55M -$99.3K -173 -4%
IAA
2017
Ironsides Asset Advisors
North Carolina
$2.55M
PP
2018
Patten & Patten
Tennessee
$2.54M +$574 +1 +0%
CCM
2019
Cohen Capital Management
California
$2.54M +$82.7K +144 +4%
WSWA
2020
Warren Street Wealth Advisors
California
$2.53M +$292K +509 +14%
RFA
2021
Resurgent Financial Advisors
Georgia
$2.53M -$577K -1,005 -20%
JC
2022
Jentner Corp
Ohio
$2.53M
NCM
2023
Northwest Capital Management
Oregon
$2.53M -$384K -669 -14%
Qube Research & Technologies (QRT)
2024
Qube Research & Technologies (QRT)
United Kingdom
$2.52M -$7.17M -12,479 -75%
PWA
2025
PCG Wealth Advisors
Kansas
$2.52M +$206K +359 +10%

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.