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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
GLR
2851
Great Lakes Retirement
Ohio
$732K -$23.8K -37 -3%
GFG
2852
Greystone Financial Group
Michigan
$730K -$19.3K -30 -3%
PWS
2853
Proactive Wealth Strategies
Georgia
$728K +$3.86K +6 +0.6%
HWMT
2854
Heritage Wealth Management (Texas)
Texas
$727K -$18.7K -29 -3%
FWWM
2855
Fiscal Wisdom Wealth Management
Connecticut
$727K +$698K +1,083 New
HDIM
2856
Hanson & Doremus Investment Management
Vermont
$724K
SFC
2857
SYM Financial Corp
Indiana
$723K
EB
2858
Exchange Bank
California
$722K +$120K +187 +21%
UBG
2859
United Bank (Georgia)
Georgia
$722K
HHRDM
2860
H&H Retirement Design & Management
Nevada
$722K
SCM
2861
Sollinda Capital Management
Florida
$718K -$36.1K -56 -5%
PC
2862
Payne Capital
Oregon
$717K +$690K +1,072 New
MCA
2863
Midwest Capital Advisors
Michigan
$716K -$3.22K -5 -0.5%
WMA
2864
West Michigan Advisors
Michigan
$715K +$5.15K +8 +0.8%
HPA
2865
High Probability Advisors
New York
$715K +$2.58K +4 +0.4%
HPIA
2866
Hamilton Point Investment Advisors
North Carolina
$714K
FVWA
2867
Foster Victor Wealth Advisors
South Carolina
$713K +$365K +567 +115%
GWM
2868
GK Wealth Management
Nevada
$710K +$1.29K +2 +0.2%
SIA
2869
Strategic Investment Advisors
Michigan
$710K -$689K -1,070 -94%
FI
2870
FWG Investments
Kentucky
$709K -$71.5K -111 -9%
AIMA
2871
Ables Iannone Moore & Associates
Georgia
$707K
WA
2872
Wealthstar Advisors
Texas
$706K +$3.86K +6 +0.6%
SWIG
2873
Strategic Wealth Investment Group
Kentucky
$705K +$678K +1,053 New
ORC
2874
O'Rourke & Company
Massachusetts
$703K +$168K +261 +33%
QFA
2875
Quattro Financial Advisors
Texas
$700K +$87.6K +136 +15%

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.