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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
MEAC
2726
M.E. Allison & Co
Texas
$883K +$142K +220 +20%
TWM
2727
Tripletail Wealth Management
Florida
$882K
CFA
2728
Capstone Financial Advisors
Illinois
$880K -$74.1K -115 -8%
TFGT
2729
TS Financial Group (TSFG)
Illinois
$880K -$13.5K -21 -2%
TA
2730
TrueWealth Advisors
Alabama
$878K +$211K +328 +33%
LWP
2731
LMG Wealth Partners
Louisiana
$876K
AWAG
2732
ARS Wealth Advisors Group
Florida
$876K -$7.73K -12 -0.9%
NL
2733
Navalign LLC
California
$874K -$3.86K -6 -0.5%
DLCIG
2734
D.L. Carlson Investment Group
New Hampshire
$873K -$13.5K -21 -2%
Members Trust
2735
Members Trust
Florida
$873K -$399K -619 -32%
LSWP
2736
Liberty Square Wealth Partners
Pennsylvania
$870K +$4.51K +7 +0.5%
LAS
2737
Lloyd Advisory Services
Georgia
$869K -$61.8K -96 -7%
AA
2738
Apriem Advisors
California
$868K +$81.2K +126 +11%
TPWM
2739
Twelve Points Wealth Management
Massachusetts
$865K
CWAG
2740
Compton Wealth Advisory Group
Virginia
$862K
HIP
2741
Harrell Investment Partners
Texas
$861K -$644 -1 -0.1%
CWM
2742
Chemistry Wealth Management
New York
$860K +$54.1K +84 +7%
CCA
2743
Conservest Capital Advisors
Pennsylvania
$857K
TA
2744
Tactive Advisors
Florida
$855K +$182K +282 +28%
HCM
2745
Hillman Capital Management
Maryland
$855K +$351K +545 +74%
FFP
2746
FourThought Financial Partners
Florida
$854K +$138K +215 +20%
SLWA
2747
San Luis Wealth Advisors
California
$853K +$821K +1,274 New
KWM
2748
Kassira Wealth Management
Tennessee
$852K +$820K +1,273 New
GCP
2749
Gill Capital Partners
Colorado
$850K +$644 +1 +0.1%
FNBOMD
2750
First National Bank of Mount Dora
Florida
$849K

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.