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iShares Core S&P 500 ETF

3,675 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, 1,570 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 capital invested

Capital invested by funds: $463B → $526B (+$62.7B)

14% more repeat investments, than reductions

Existing positions increased: 1,570 | Existing positions reduced: 1,383

4.12% more ownership

Funds ownership: 75.39%79.51% (+4.1%)

2% more funds holding

Funds holding: 3,6163,675 (+59)

1% more funds holding in top 10

Funds holding in top 10: 1,1571,172 (+15)

Holders
3,675
Holders Change
+59
Holders Change %
+1.63%
% of All Funds
48.23%
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
1,570
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
WCM
3476
Westend Capital Management
California
$243K
RW
3477
Ridgeline Wealth
Arizona
$243K -$1.93K -3 -0.8%
LWM
3478
Luminvest Wealth Management
Arizona
$243K +$233K +362 New
OC
3479
Opinicus Capital
Florida
$242K -$644 -1 -0.3%
LG
3480
LaFleur & Godfrey
Michigan
$242K -$644 -1 -0.3%
CCP
3481
Carmel Capital Partners
California
$241K
AFC
3482
AFT Forsyth & Company
Florida
$241K
PFA
3483
Plotkin Financial Advisors
Maryland
$240K
PFA
3484
Professional Financial Advisors
Nebraska
$240K
SWM
3485
Shelton Wealth Management
Texas
$239K +$230K +357 New
UWM
3486
United Wealth Management
Virginia
$239K +$21.3K +33 +10%
SC
3487
Summa Corp
Texas
$238K -$129K -200 -36%
FDDB
3488
Fidelity D&D Bancorp
Pennsylvania
$237K
HWMG
3489
Hurlow Wealth Management Group
Indiana
$236K
NI
3490
NDVR Inc
Massachusetts
$236K
BSAM
3491
Blue Square Asset Management
New York
$234K
PF
3492
Phoenix Financial
Israel
$234K
SWTS
3493
Stonehaven Wealth & Tax Solutions
Wisconsin
$233K -$41.9K -65 -16%
CWM
3494
Concentrum Wealth Management
California
$232K +$1.29K +2 +0.6%
CA
3495
CWC Advisors
Oregon
$232K +$5.15K +8 +2%
LCGC
3496
Legacy Capital Group California
California
$232K
BWM
3497
Baron Wealth Management
Michigan
$232K
NG
3498
Northstar Group
New York
$231K
CAP
3499
Columbia Advisory Partners
Washington
$230K +$5.15K +8 +2%
FFL
3500
Future Fund LLC
Illinois
$230K

IVV Hedge Fund Activity: Q3 2025 in Review

3,675 of the 7,620 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 1,570 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.

  • 3,675 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2025, up from 3,616 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.