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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
SBF
2576
Sara-Bay Financial
Florida
$1.11M +$51.5K +80 +5%
SGI
2577
Summit Global Investments
Utah
$1.11M -$898K -1,395 -46%
LI
2578
LMCG Investments
Massachusetts
$1.11M
BCM
2579
Brookmont Capital Management
Texas
$1.1M -$270K -420 -20%
MG
2580
McHugh Group
Ohio
$1.1M
PIP
2581
Peachtree Investment Partners
Florida
$1.09M +$484K +752 +85%
DAM
2582
Delta Asset Management
Tennessee
$1.09M +$390K +605 +59%
MAS
2583
Madden Advisory Services
Florida
$1.09M -$1.93K -3 -0.2%
PWA
2584
Provenance Wealth Advisors
Florida
$1.09M
RAM
2585
Redmond Asset Management
Virginia
$1.08M -$9.66K -15 -0.9%
MMPW
2586
Mitchell McLeod Pugh & Williams
Alabama
$1.08M +$32.2K +50 +3%
GFP
2587
Guardian Financial Partners
California
$1.08M -$198K -307 -16%
EWP
2588
Equity Wealth Partners
Missouri
$1.08M +$1.04M +1,609 New
SDWIA
2589
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.07M +$6.44K +10 +0.6%
MGWM
2590
Marks Group Wealth Management
Minnesota
$1.07M +$1.93K +3 +0.2%
SCM
2591
Seascape Capital Management
New Hampshire
$1.07M +$49.6K +77 +5%
LPP
2592
Life Planning Partners
Florida
$1.07M -$20.6K -32 -2%
GBWM
2593
Granite Bay Wealth Management
New Hampshire
$1.06M +$1.02M +1,588 New
CIG
2594
Cullen Investment Group
Louisiana
$1.06M +$59.3K +92 +6%
PAM
2595
PVG Asset Management
Colorado
$1.06M -$21.9K -34 -2%
SSIM
2596
Sheets Smith Investment Management
Texas
$1.06M +$1.02M +1,587 New
FA
2597
Fermata Advisors
California
$1.06M -$3.85M -5,978 -79%
IFS
2598
Ifrah Financial Services
Arkansas
$1.05M +$29K +45 +3%
DCA
2599
DSG Capital Advisors
Minnesota
$1.05M -$76K -118 -7%
IFO
2600
Independent Family Office
New York
$1.05M

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.