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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
EGA
3026
Eagle Global Advisors
Texas
$552K -$7.73K -12 -1%
AHIA
3027
Andrew Hill Investment Advisors
Florida
$551K -$26.4K -41 -5%
WTFG
3028
Wells Trecaso Financial Group
Ohio
$551K -$187K -290 -26%
WIM
3029
Waverton Investment Management
United Kingdom
$549K
AIA
3030
AssuredPartners Investment Advisors
Florida
$548K -$88.2K -137 -14%
CIC
3031
Chilton Investment Company
Connecticut
$547K +$251K +390 +91%
PWP
3032
Parkwoods Wealth Partners
New York
$544K
PFA
3033
Petra Financial Advisors
Colorado
$544K +$15.5K +24 +3%
QFA
3034
Quantum Financial Advisors
California
$543K +$21.3K +33 +4%
NCM
3035
Noesis Capital Mangement
Florida
$543K -$59.3K -92 -10%
MIC
3036
Meridian Investment Counsel
California
$542K
SPWG
3037
Sage Private Wealth Group
Illinois
$537K +$644 +1 +0.1%
LFA
3038
Longview Financial Advisors
Alabama
$537K
FA
3039
Fagan Associates
New York
$537K +$10.3K +16 +2%
MCFP
3040
Mallini Complete Financial Planning
Florida
$535K
BI
3041
Beckerman Institutional
New Jersey
$533K +$644 +1 +0.1%
BCAM
3042
Boston Common Asset Management
Massachusetts
$532K +$512K +795 New
PCM
3043
Pointe Capital Management
Michigan
$531K
TWM
3044
Trevian Wealth Management
Massachusetts
$530K
FLFS
3045
Family Legacy Financial Solutions
North Carolina
$530K +$179K +278 +54%
LJHT
3046
Laurie J. Hall Trustee
$530K -$64.4K -100 -11%
TFG
3047
Taylor Financial Group
Virginia
$529K -$4.51K -7 -0.9%
NMCM
3048
Nicholson Meyer Capital Management
Missouri
$525K +$19.3K +30 +4%
RWM
3049
Revisor Wealth Management
Ohio
$524K -$578K -898 -54%
KCM
3050
KM Capital Management
Texas
$524K -$56.7K -88 -10%

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.