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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
HWM
2551
Horizon Wealth Management
Illinois
$1.15M -$44.6M -69,207 -98%
SPL
2552
Smart Portfolios LLC
Washington
$1.15M -$59.9K -93 -5%
RTC
2553
Real Talk Capital
Tennessee
$1.15M +$129K +200 +13%
MWA
2554
Merkkuri Wealth Advisors
New York
$1.15M -$723K -1,123 -40%
RB
2555
Renasant Bank
Mississippi
$1.15M +$300K +466 +37%
MFGM
2556
Marshall Financial Group (Maryland)
Maryland
$1.15M +$2.58K +4 +0.2%
MFWP
2557
Mosaic Family Wealth Partners
Missouri
$1.15M -$177K -275 -14%
LC
2558
Lavaca Capital
Texas
$1.15M -$21.9K -34 -2%
HSG
2559
Helen Stephens Group
Texas
$1.14M +$6.44K +10 +0.6%
BI
2560
Bradyco Inc
Massachusetts
$1.14M -$225K -349 -17%
DWA
2561
Douglass Winthrop Advisors
New York
$1.14M +$1.1M +1,704 New
SGFG
2562
Silver Grove Financial Group
New York
$1.14M +$1.09M +1,700 New
TCCM
2563
Timber Creek Capital Management
Massachusetts
$1.14M
FNB
2564
Farmers National Bank
Kentucky
$1.13M +$40.6K +63 +4%
SFP
2565
Sandbox Financial Partners
Maryland
$1.13M +$16.1K +25 +2%
KFP
2566
Keener Financial Planning
Texas
$1.13M
GC
2567
Garde Capital
Washington
$1.13M -$124K -193 -10%
GL
2568
Gerber LLC
Ohio
$1.13M +$8.37K +13 +0.8%
RW
2569
Rockport Wealth
Ohio
$1.13M +$157K +243 +17%
NFA
2570
Northwest Financial Advisors
Virginia
$1.12M +$10.3K +16 +1%
VBFG
2571
Vishria Bird Financial Group
Tennessee
$1.11M
MHWM
2572
Montz Harcus Wealth Management
Louisiana
$1.11M +$3.22K +5 +0.3%
IWS
2573
Insight Wealth Strategies
California
$1.11M -$92.7K -144 -8%
CMAI
2574
Capital Management Associates Inc
Minnesota
$1.11M +$174K +270 +20%
OPWM
2575
Oregon Pacific Wealth Management
Oregon
$1.11M -$557K -865 -34%

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.