IVV icon

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 %
MFS
2351
Mattson Financial Services
Michigan
$1.37M +$1.23M +1,986 +903%
PAM
2352
Peninsula Asset Management
Florida
$1.36M +$705K +1,135 +107%
CBA
2353
Coastal Bridge Advisors
Connecticut
$1.36M +$1.36M +2,196 New
CFFP
2354
Center for Financial Planning
Michigan
$1.36M -$11.8K -19 -0.9%
WLIM
2355
White Lighthouse Investment Management
Massachusetts
$1.36M +$23.6K +38 +2%
TIA
2356
Tiemann Investment Advisors
California
$1.36M +$18.6K +30 +1%
FFC
2357
Frederick Financial Consultants
Maryland
$1.35M +$621 +1 +0%
IP
2358
Integras Partners
Georgia
$1.35M +$110K +177 +9%
ST
2359
Spinnaker Trust
Maine
$1.35M – – –
SAA
2360
Southeast Asset Advisors
Georgia
$1.35M +$40.4K +65 +3%
FAN
2361
Financial Advisors Network
California
$1.35M +$57.7K +93 +4%
CCM
2362
Crew Capital Management
Ohio
$1.35M -$99.4K -160 -7%
WA
2363
WealthTrust Axiom
Pennsylvania
$1.34M +$57.1K +92 +4%
CWM
2364
CCG Wealth Management
California
$1.34M -$4.35K -7 -0.3%
VCM
2365
Violich Capital Management
California
$1.34M -$140K -226 -10%
BA
2366
Ballast Advisors
Minnesota
$1.34M +$88.2K +142 +7%
MWM
2367
Marion Wealth Management
Pennsylvania
$1.33M +$640K +1,031 +92%
MFA
2368
McClarren Financial Advisors
Pennsylvania
$1.33M -$659K -1,062 -33%
HPCM
2369
Hunter Perkins Capital Management
Illinois
$1.33M – – –
TSMHT
2370
Thurston Springer Miller Herd & Titak
Indiana
$1.33M +$26.1K +42 +2%
RFP
2371
Root Financial Partners
California
$1.32M +$84.4K +136 +7%
AC
2372
Apella Capital
Connecticut
$1.32M +$402K +645 +44%
DSN
2373
D. Scott Neal
Kentucky
$1.32M +$6.83K +11 +0.5%
CWMS
2374
Cannon Wealth Management Services
North Carolina
$1.32M – – –
ICCON
2375
Investment Counsel Company of Nevada
Nevada
$1.32M +$1.29M +2,070 +3,696%
93 94
95
96 97