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iShares Core S&P 500 ETF

3,676 hedge funds and large institutions have $526B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,571 increasing their positions, 1,383 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 53

15% more call options, than puts

Call options by funds: $2.17B | Put options by funds: $1.89B

14% more repeat investments, than reductions

Existing positions increased: 1,571 | Existing positions reduced: 1,383

14% more capital invested

Capital invested by funds: $463B → $526B (+$62.7B)

4.12% more ownership

Funds ownership: 75.39%79.51% (+4.1%)

2% more funds holding

Funds holding: 3,6173,676 (+59)

1% more funds holding in top 10

Funds holding in top 10: 1,1571,172 (+15)

Holders
3,676
Holders Change
+59
Holders Change %
+1.63%
% of All Funds
48.24%
Holding in Top 10
1,172
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+1.3%
% of All Funds
15.38%
New
172
Increased
1,571
Reduced
1,383
Closed
53
Calls
$2.17B
Puts
$1.89B
Net Calls
+$280M
Net Calls Change
-$61.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
2501
Richardson Financial Services
Massachusetts
$1.27M +$1.48M +2,295 +546%
CWM
2502
CCG Wealth Management
California
$1.26M -$171K -266 -12%
RFA
2503
Register Financial Advisors
Georgia
$1.26M +$23.2K +36 +2%
PCM
2504
Princeton Capital Management
New Jersey
$1.25M
AWM
2505
Absher Wealth Management
North Carolina
$1.25M +$1.21M +1,873 New
CWM
2506
Chicago Wealth Management
Illinois
$1.25M
CIM
2507
Cambria Investment Management
California
$1.25M +$119K +184 +11%
RFA
2508
Rollins Financial Advisors
New York
$1.25M +$15.5K +24 +1%
BWP
2509
Barlow Wealth Partners
Kentucky
$1.25M
SVCP
2510
Silicon Valley Capital Partners
California
$1.25M +$3.86K +6 +0.3%
SMG
2511
Smart Money Group
Texas
$1.25M +$3.86K +6 +0.3%
RWA
2512
Roberts Wealth Advisors
California
$1.25M -$1.93K -3 -0.2%
CWA
2513
Crux Wealth Advisors
California
$1.25M +$10.9K +17 +0.9%
CP
2514
Clarendon Private
Massachusetts
$1.24M -$257K -399 -18%
CSF
2515
Capital Squared Financial
Maryland
$1.24M +$2.58K +4 +0.2%
CS
2516
Cannell & Spears
New York
$1.24M
AIA
2517
Aventus Investment Advisors
Florida
$1.24M
RPGNY
2518
Retirement Planning Group (New York)
New York
$1.22M +$50.9K +79 +5%
IPW
2519
IronBridge Private Wealth
Texas
$1.22M
FPWM
2520
FSB Premier Wealth Management
Iowa
$1.22M -$41.2K -64 -3%
FNWA
2521
Financial Network Wealth Advisors
Utah
$1.22M -$21.3K -33 -2%
MAM
2522
McLean Asset Management
Virginia
$1.22M +$41.9K +65 +4%
CCWM
2523
Correct Capital Wealth Management
Missouri
$1.21M
WWM
2524
Woodside Wealth Management
Massachusetts
$1.21M
SCM
2525
Sage Capital Management
New Jersey
$1.21M +$8.37K +13 +0.7%

IVV Hedge Fund Activity: Q3 2025 in Review

3,676 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2025, worth a combined $526B — up 14% from $463B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new IVV positions and 53 closed out — a net gain of 119 holders — while 1,571 added to existing stakes and 1,383 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.71B. The largest seller was JP Morgan Chase, cutting an estimated $3.97B.

  • 3,676 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2025, up from 3,617 in Q2 2025.
  • Funds reported $526B of iShares Core S&P 500 ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 172 funds opened new iShares Core S&P 500 ETF positions in Q3 2025 and 53 closed out, a net change of +119 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $4.71B added.
  • The largest iShares Core S&P 500 ETF seller in Q3 2025 was JP Morgan Chase, an estimated $3.97B sold.

Based on aggregated 13F filings for Q3 2025.