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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 %
HWP
2376
Hibernia Wealth Partners
Louisiana
$1.32M +$687K +1,106 +109%
CHAM
2377
Clear Harbor Asset Management
Connecticut
$1.31M -$13K -21 -1%
LFGO
2378
Legacy Financial Group (Oklahoma)
Oklahoma
$1.31M +$513K +826 +64%
STB
2379
S&T Bank
Pennsylvania
$1.31M – – –
CWG
2380
Crown Wealth Group
North Carolina
$1.31M -$135K -217 -9%
MCM
2381
Mendel Capital Management
Arkansas
$1.31M -$137K -221 -10%
MBTD
2382
Mechanics Bank - Trust Department
California
$1.31M -$279K -450 -18%
HBS
2383
Howard Bailey Securities
Indiana
$1.31M -$26.7K -43 -2%
BWM
2384
Birchcreek Wealth Management
Ohio
$1.31M +$107K +173 +9%
FWM
2385
FMB Wealth Management
California
$1.31M -$48.4K -78 -4%
IPW
2386
Intergy Private Wealth
Colorado
$1.31M -$103K -166 -7%
YC
2387
Yarbrough Capital
Tennessee
$1.3M – – –
WFG
2388
Wills Financial Group
Virginia
$1.3M +$853K +1,374 +191%
AT
2389
Avalon Trust
New Mexico
$1.29M +$215K +347 +20%
MBI
2390
May Barnhard Investments
Maryland
$1.29M +$2.48K +4 +0.2%
VF
2391
Vista Finance
Missouri
$1.29M -$419K -675 -24%
FWM
2392
Focused Wealth Management
New York
$1.29M +$2.48K +4 +0.2%
III
2393
Independent Investors Inc
New York
$1.29M -$12.4K -20 -1%
MHB
2394
Midwest Heritage Bank
Iowa
$1.29M -$124K -200 -9%
LWM
2395
LongView Wealth Management
Georgia
$1.29M +$214K +345 +20%
BCM
2396
Brookmont Capital Management
Texas
$1.29M +$5.59K +9 +0.4%
LJAC
2397
L.J. Altfest & Co
New York
$1.28M -$5.89M -9,491 -82%
CFCI
2398
Comprehensive Financial Consultants Institutional
Indiana
$1.28M -$16.1K -26 -1%
LWA
2399
Lantern Wealth Advisors
New York
$1.28M +$1.28M +2,062 New
PFM
2400
Potomac Fund Management
Florida
$1.28M -$66.5K -106 -5%
94 95
96
97 98