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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
AFA
2776
Avant Financial Advisors
Texas
$818K
IWP
2777
Innova Wealth Partners
Pennsylvania
$818K +$93.4K +145 +13%
JTWM
2778
Jackson Thornton Wealth Management
Alabama
$818K +$27.1K +42 +4%
IP
2779
Ignite Planners
California
$816K -$644 -1 -0.1%
FA
2780
Fortis Advisors
Pennsylvania
$815K +$784K +1,217 New
PT
2781
Plimoth Trust
Massachusetts
$815K -$1.29K -2 -0.2%
MC
2782
Martin & Co
Tennessee
$815K
GPWM
2783
Grant Private Wealth Management
California
$815K +$521K +809 +198%
CLP
2784
Charis Legacy Partners
Texas
$813K
OBWP
2785
O'Brien Wealth Partners
Massachusetts
$813K
DK
2786
David Kennon
Florida
$812K +$644 +1 +0.1%
WA1
2787
Wimmer Associates 1
California
$811K
TCM
2788
Tandem Capital Management
New Jersey
$811K
SP
2789
Sequent Planning
Nebraska
$809K -$179K -278 -19%
IA
2790
Intellus Advisors
Florida
$809K -$157K -244 -17%
FAM
2791
Fenimore Asset Management
New York
$803K
BF
2792
Bonfire Financial
Colorado
$801K
CCG
2793
Coastwise Capital Group
California
$800K +$770K +1,196 New
LTI
2794
Laffer Tengler Investments
Tennessee
$799K +$769K +1,194 New
CPW
2795
Cove Private Wealth
New York
$798K
DA
2796
Drake & Associates
Wisconsin
$797K -$477K -741 -39%
PIM
2797
Penobscot Investment Management
Massachusetts
$797K +$104K +162 +16%
PPA
2798
Pacific Point Advisors
California
$795K
AI
2799
Axecap Investments
Ohio
$794K +$11.6K +18 +2%
TA
2800
TPG Advisors
Illinois
$792K +$50.2K +78 +7%

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.