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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
BFS
2951
Beacon Financial Strategies
North Carolina
$619K
TSW
2952
Thompson Siegel & Walmsley
Virginia
$618K -$41.2K -64 -6%
MSWM
2953
Mowery & Schoenfeld Wealth Management
Illinois
$617K
PMG
2954
Private Management Group
California
$613K -$50.9K -79 -8%
LCM
2955
LVM Capital Management
Michigan
$613K +$8.37K +13 +1%
WH
2956
Willner & Heller
California
$613K -$1.29K -2 -0.2%
MPCG
2957
Matrix Private Capital Group
New York
$612K
EA
2958
Eclectic Associates
California
$612K +$644 +1 +0.1%
M
2959
MATAURO
New York
$610K -$14.2K -22 -2%
MSFP
2960
Mark Sheptoff Financial Planning
Connecticut
$610K
AWA
2961
A4 Wealth Advisors
North Carolina
$608K +$585K +909 New
AMBIA
2962
Allen Mooney & Barnes Investment Advisors
Georgia
$608K -$25.1K -39 -4%
JWM
2963
Jacksonville Wealth Management
Florida
$608K
AWM
2964
Atticus Wealth Management
Florida
$607K +$216K +335 +59%
JAA
2965
Joel Adams & Associates
North Carolina
$607K +$2.58K +4 +0.4%
AWA
2966
Acorn Wealth Advisors
Michigan
$605K +$285K +442 +95%
RW
2967
RVW Wealth
California
$604K -$17.4K -27 -3%
MAWCM
2968
Mine & Arao Wealth Creation & Management
California
$604K +$1.93K +3 +0.3%
MFG
2969
Monte Financial Group
Connecticut
$603K -$10.9K -17 -2%
CCA
2970
Cravens & Co Advisors
Tennessee
$602K
AIM
2971
Avity Investment Management
Connecticut
$602K +$12.9K +20 +2%
CFG
2972
Chapman Financial Group
Hawaii
$600K +$384K +596 +199%
LFA
2973
Level Financial Advisors
New York
$599K -$21.9K -34 -4%
VPWA
2974
Vestia Personal Wealth Advisors
Indiana
$599K +$4.51K +7 +0.8%
CC
2975
Cypress Capital
Tennessee
$598K -$58.6K -91 -9%

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.