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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
HC
2926
Hurley Capital
New York
$643K +$29.6K +46 +5%
TA
2927
TruWealth Advisors
Louisiana
$640K +$20K +31 +3%
CGH
2928
Crossmark Global Holdings
Texas
$639K +$19.3K +30 +3%
BWM
2929
BCO Wealth Management
New Mexico
$639K +$12.9K +20 +2%
RCP
2930
Rothschild Capital Partners
New York
$639K -$20.6K -32 -3%
FFA
2931
Frazier Financial Advisors
Ohio
$638K -$24.5K -38 -4%
PCMM
2932
Piedmont Capital Management (Montana)
Montana
$636K +$12.2K +19 +2%
PP
2933
Prosperity Planning
Missouri
$635K -$5.8K -9 -0.9%
EFN
2934
Equita Financial Network
Pennsylvania
$635K +$129K +201 +27%
ACIM
2935
Azimuth Capital Investment Management
Michigan
$634K
CA
2936
Cambridge Advisors
Nebraska
$634K
WWM
2937
Whalen Wealth Management
Nevada
$633K +$609K +945 New
PFS
2938
Prospect Financial Services
New York
$632K +$4.51K +7 +0.7%
CWM
2939
Compass Wealth Management
Connecticut
$632K -$48.3K -75 -7%
AWM
2940
Aries Wealth Management
Maine
$631K
MAS
2941
Meeder Advisory Services
Ohio
$630K +$81.8K +127 +16%
LWM
2942
LJI Wealth Management
Indiana
$628K -$148K -230 -20%
SIG
2943
Spinnaker Investment Group
California
$627K +$603K +937 New
AAS
2944
AdviceOne Advisory Services
Connecticut
$625K
MWM
2945
Mascagni Wealth Management
Mississippi
$624K -$3.22K -5 -0.5%
RFA
2946
Reyes Financial Architecture
California
$622K
NA
2947
Nestegg Advisors
New York
$622K +$7.73K +12 +1%
SHWM
2948
Smith & Howard Wealth Management
Georgia
$622K -$9.66K -15 -2%
T
2949
Tidemark
California
$621K
GFWA
2950
Grey Fox Wealth Advisors
Delaware
$620K -$9.66K -15 -2%

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.