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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
MCM
2426
Mendel Capital Management
Arkansas
$1.31M -$127K -221 -10%
MBTD
2427
Mechanics Bank - Trust Department
California
$1.31M -$258K -450 -18%
BWM
2428
Birchcreek Wealth Management
Ohio
$1.31M +$99.3K +173 +9%
FWM
2429
FMB Wealth Management
California
$1.31M -$44.8K -78 -4%
IPW
2430
Intergy Private Wealth
Colorado
$1.31M -$95.3K -166 -7%
YC
2431
Yarbrough Capital
Tennessee
$1.3M
WFG
2432
Wills Financial Group
Virginia
$1.3M +$789K +1,374 +191%
AT
2433
Avalon Trust
New Mexico
$1.29M +$199K +347 +20%
MBI
2434
May Barnhard Investments
Maryland
$1.29M +$2.3K +4 +0.2%
VF
2435
Vista Finance
Missouri
$1.29M -$388K -675 -24%
FWM
2436
Focused Wealth Management
New York
$1.29M +$2.3K +4 +0.2%
III
2437
Independent Investors Inc
New York
$1.29M -$11.5K -20 -1%
MHB
2438
Midwest Heritage Bank
Iowa
$1.29M -$115K -200 -9%
LWM
2439
LongView Wealth Management
Georgia
$1.29M +$198K +345 +20%
BCM
2440
Brookmont Capital Management
Texas
$1.29M +$5.17K +9 +0.4%
LJAC
2441
L.J. Altfest & Co
New York
$1.28M -$5.45M -9,491 -82%
CFCI
2442
Comprehensive Financial Consultants Institutional
Indiana
$1.28M -$14.9K -26 -1%
LWA
2443
Lantern Wealth Advisors
New York
$1.28M +$1.18M +2,062 New
PFM
2444
Potomac Fund Management
Florida
$1.28M -$60.9K -106 -5%
PWM
2445
PBMares Wealth Management
Virginia
$1.28M -$257K -448 -18%
LBC
2446
Leigh Baldwin & Co
New York
$1.27M +$40.2K +70 +4%
AWP
2447
Accretive Wealth Partners
New Jersey
$1.26M
SWA
2448
Sightline Wealth Advisors
Connecticut
$1.25M +$3.44K +6 +0.3%
PRI
2449
Prepared Retirement Institute
Pennsylvania
$1.25M -$127K -221 -10%
VIM
2450
Vista Investment Management
Pennsylvania
$1.25M -$4.59K -8 -0.4%

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.