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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
MTWM
3551
Masso Torrence Wealth Management
New Jersey
$207K +$199K +309 New
PPW
3552
Presilium Private Wealth
Pennsylvania
$206K +$198K +308 New
OWM
3553
OneAscent Wealth Management
Alabama
$206K +$198K +308 New
QHA
3554
Quarry Hill Advisors
Minnesota
$206K +$198K +308 New
CC
3555
Capstone Capital
Nevada
$205K +$198K +307 New
BCG
3556
Bravias Capital Group
New Jersey
$205K -$102K -158 -34%
AFG
3557
Albion Financial Group
Utah
$204K +$187K +290 +1,933%
ATI
3558
ARK & TLK Investments
Oklahoma
$203K +$196K +304 New
MCM
3559
MontVue Capital Management
Virginia
$203K +$196K +304 New
CWM
3560
Cherrydale Wealth Management
New Jersey
$203K +$196K +304 New
PA
3561
Prism Advisors
California
$202K +$195K +302 New
HFM
3562
Hartford Funds Management
Pennsylvania
$202K -$119K -184 -38%
PCMN
3563
Paradigm Capital Management (Nevada)
Nevada
$202K -$28.3K -44 -13%
RF
3564
rebel Financial
Ohio
$201K -$209K -325 Closed
BFAG
3565
Blackston Financial Advisory Group
Florida
$201K +$194K +301 New
EPW
3566
Evergreen Private Wealth
Colorado
$201K
AWM
3567
Aberdeen Wealth Management
Illinois
$201K
PIA
3568
Powell Investment Advisors
Florida
$199K -$39.3K -61 -17%
AWM
3569
AllSquare Wealth Management
New York
$199K
ACM
3570
Anfield Capital Management
California
$195K
CAM
3571
Clarity Asset Management
Iowa
$192K -$126K -195 -40%
BAM
3572
Bellevue Asset Management
Washington
$191K -$3.22K -5 -2%
SCA
3573
Stuart Chaussee & Associates
California
$189K
MEG
3574
Millstone Evans Group
Colorado
$183K -$9.66K -15 -5%
PCTC
3575
Perkins Coie Trust Company
Washington
$183K

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.