We are live on ! Find out more
IVV icon

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
SFGP
3276
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$351K -$1.29K -2 -0.4%
PWM
3277
Puff Wealth Management
New Jersey
$351K +$644 +1 +0.2%
BGA
3278
Battery Global Advisors
Massachusetts
$351K +$129K +201 +62%
CW
3279
Channel Wealth
California
$349K -$220K -341 -40%
CGF
3280
Constant Guidance Financial
Massachusetts
$349K +$336K +522 New
KOMWMG
3281
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$348K -$5.8K -9 -2%
DF
3282
Define Financial
California
$348K +$61.2K +95 +22%
BWS
3283
Broadway Wealth Solutions
Texas
$347K
TWM
3284
TriaGen Wealth Management
California
$345K
RF
3285
RHS Financial
California
$345K
RSS
3286
Rosenblum Silverman Sutton
California
$345K
BFWM
3287
Bright Futures Wealth Management
New York
$344K +$331K +514 New
FA
3288
Financial Alternatives
California
$344K +$21.3K +33 +7%
CNC
3289
Citizens & Northern Corp
Pennsylvania
$343K
HHAA
3290
Henry H. Armstrong Associates
Pennsylvania
$343K
OHWA
3291
Oak Hill Wealth Advisors
Virginia
$341K
AAIM
3292
Asset Advisors Investment Management
Georgia
$341K +$1.29K +2 +0.4%
SIAP
3293
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K
WFS
3294
Walker Financial Services
Kentucky
$340K +$12.9K +20 +4%
SDH
3295
Sloy Dahl & Holst
Washington
$339K +$7.73K +12 +2%
SCM
3296
Stonehearth Capital Management
Massachusetts
$339K
KRW
3297
Kaufman Rossin Wealth
Florida
$337K
AIM
3298
Anchor Investment Management
South Carolina
$337K +$9.66K +15 +3%
AIA
3299
Allied Investment Advisors
Montana
$336K -$39.3K -61 -11%
PAM
3300
Prodigy Asset Management
Nebraska
$336K

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.