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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
LHWM
2626
Lake Hills Wealth Management
Texas
$1.02M
WAOTB
2627
Wealth Advisors of Tampa Bay
Florida
$1.02M
IWA
2628
Invera Wealth Advisors
Oregon
$1.02M +$3.86K +6 +0.4%
AA
2629
Addison Advisors
Vermont
$1.02M +$179K +278 +22%
RC
2630
Reik & Co
New York
$1.01M
WIM
2631
Warwick Investment Management
Texas
$1.01M +$644 +1 +0.1%
GI
2632
GLOBALT Investments
Georgia
$1.01M -$48.3K -75 -5%
BFG
2633
Bouchey Financial Group
New York
$1.01M +$70.8K +110 +8%
FIM
2634
FWL Investment Management
Texas
$1.01M -$318K -493 -25%
PFA
2635
Pathway Financial Advisors
Vermont
$1.01M
MWA
2636
MN Wealth Advisors
Kansas
$1M +$46.4K +72 +5%
TFG
2637
Tilson Financial Group
New Jersey
$1M +$15.5K +24 +2%
MPIA
2638
Milestones Private Investment Advisors
New York
$1M
AW
2639
Avion Wealth
Texas
$1M +$34.1K +53 +4%
OS
2640
Objectivity Squared
South Carolina
$1M +$1.29K +2 +0.1%
DI
2641
DDFG Inc
California
$1M -$54.1K -84 -5%
SC
2642
Sepio Capital
Utah
$1M -$3.21M -4,985 -77%
BWM
2643
BNC Wealth Management
Oregon
$1M +$683K +1,061 +244%
KWA
2644
Kondo Wealth Advisors
California
$1M -$1.29K -2 -0.1%
WIA
2645
Westbourne Investment Advisors
Maryland
$1M +$1.29K +2 +0.1%
PHS
2646
Pekin Hardy Strauss
Illinois
$1M +$633K +983 +192%
BW
2647
BostonPremier Wealth
Massachusetts
$1M +$963K +1,495 New
KW
2648
Keyvantage Wealth
Pennsylvania
$999K
TAM
2649
Tucker Asset Management
Colorado
$998K +$144K +224 +18%
CCM
2650
Charter Capital Management
Wisconsin
$996K -$12.2K -19 -1%

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.