We are live on ! Find out more
IVV icon

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
WCAMG
2751
Woodard & Company Asset Management Group
North Carolina
$849K +$11.6K +18 +1%
PAWA
2752
Palo Alto Wealth Advisors
California
$849K +$369K +573 +86%
TFA
2753
TPG Financial Advisors
Oregon
$849K -$310K -481 -28%
CWM
2754
Collaborative Wealth Management
Florida
$846K -$3.22K -5 -0.4%
AV
2755
Aspiring Ventures
Ohio
$846K +$19.3K +30 +2%
CISOA
2756
Capital Investment Services of America
Wisconsin
$846K
SWM
2757
SpringVest Wealth Management
Texas
$845K
FFA
2758
Florida Financial Advisors
Florida
$844K -$36.7K -57 -4%
CF
2759
Convergence Financial
Missouri
$843K -$1.93K -3 -0.2%
HWM
2760
Horizons Wealth Management
North Carolina
$842K -$34.8K -54 -4%
CFSG
2761
Community Financial Services Group
Vermont
$839K -$151K -234 -16%
SFWC
2762
Strategic Family Wealth Counselors
New Jersey
$837K -$10.9K -17 -1%
FIM
2763
Freedom Investment Management
Connecticut
$836K -$6.78M -10,520 -89%
BWM
2764
BCS Wealth Management
Tennessee
$835K -$108K -168 -12%
SWM
2765
Shakespeare Wealth Management
Wisconsin
$835K -$141K -219 -15%
TF
2766
Tenon Financial
New Jersey
$834K -$3.86K -6 -0.5%
NEWAS
2767
N.E.W. Advisory Services
Wisconsin
$832K
TFG
2768
Team Financial Group
California
$830K +$21.9K +34 +3%
SAM
2769
Sompo Asset Management
Japan
$830K -$283K -440 -26%
PRP
2770
Peak Retirement Planning
Ohio
$829K +$67K +104 +9%
GWAG
2771
Garrett Wealth Advisory Group
Texas
$826K -$8.37K -13 -1%
RIP
2772
RAM Investment Partners
Washington
$826K
KFG
2773
Kelly Financial Group
Connecticut
$824K -$3.22K -5 -0.4%
VWM
2774
VCI Wealth Management
Missouri
$823K +$61.2K +95 +8%
HWM
2775
HRC Wealth Management
Idaho
$820K +$43.8K +68 +6%

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.