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iShares Core S&P 500 ETF

3,675 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, 1,570 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 capital invested

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

14% more repeat investments, than reductions

Existing positions increased: 1,570 | Existing positions reduced: 1,383

4.12% more ownership

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

2% more funds holding

Funds holding: 3,6163,675 (+59)

1% more funds holding in top 10

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

Holders
3,675
Holders Change
+59
Holders Change %
+1.63%
% of All Funds
48.23%
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
1,570
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
Sumitomo Mitsui Trust Group
251
Sumitomo Mitsui Trust Group
Japan
$181M -$14.7M -22,800 -8%
PS
252
Principal Securities
Iowa
$180M +$38.4M +59,698 +29%
LBC
253
Lowe Brockenbrough & Co
Virginia
$179M +$6.4M +9,940 +4%
DWM
254
Dakota Wealth Management
Florida
$178M -$2.4M -3,724 -1%
BSB
255
Bangor Savings Bank
Maine
$178M -$86.3K -134 -0.1%
MWM
256
Modera Wealth Management
New Jersey
$178M -$2.81M -4,356 -2%
Kayne Anderson Rudnick Investment Management
257
Kayne Anderson Rudnick Investment Management
California
$177M +$30.9K +48 +0%
MFG
258
Merit Financial Group
Georgia
$177M +$6.47M +10,043 +4%
BBA
259
BLB&B Advisors
Pennsylvania
$174M +$7.44M +11,553 +5%
AUB
260
Atlantic Union Bankshares
Virginia
$174M -$404K -627 -0.2%
EPA
261
Element Pointe Advisors
Florida
$173M +$685K +1,063 +0.4%
CWM
262
Calamos Wealth Management
Illinois
$173M +$1.64M +2,551 +1%
GIM
263
Goelzer Investment Management
Indiana
$172M +$267K +415 +0.2%
GC
264
Grimes & Company
Massachusetts
$171M +$5.56M +8,633 +4%
PFM
265
Phillips Financial Management
Indiana
$170M +$4.39M +6,815 +3%
DIP
266
DT Investment Partners
Pennsylvania
$167M +$51.9M +80,566 +48%
QCM
267
Quantinno Capital Management
New York
$164M +$44.8M +69,509 +40%
SWM
268
Spire Wealth Management
Virginia
$163M +$23.2M +36,058 +17%
MFIM
269
Mesirow Financial Investment Management
Illinois
$162M +$196K +304 +0.1%
SP
270
Stairway Partners
Illinois
$162M
MA
271
Montag & Associates
Georgia
$158M +$772K +1,198 +0.5%
MLIC
272
Mandatum Life Insurance Company
Finland
$158M +$7.08M +10,993 +5%
BWP
273
BlueStem Wealth Partners
Minnesota
$158M -$2.07M -3,216 -1%
SF
274
Summit Financial
New Jersey
$157M +$31.3M +48,652 +26%
VFA
275
Valeo Financial Advisors
Indiana
$157M +$7.27M +11,290 +5%

IVV Hedge Fund Activity: Q3 2025 in Review

3,675 of the 7,620 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 1,570 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.

  • 3,675 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2025, up from 3,616 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.