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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
HI
426
Hudock Inc
Pennsylvania
$82.9M -$538K -835 -0.7%
BL
427
Balentine LLC
Georgia
$82.9M +$944K +1,466 +1%
NRC
428
New Republic Capital
North Carolina
$82.3M -$421K -654 -0.5%
AF
429
Allworth Financial
California
$82.2M +$1.55M +2,413 +2%
VCM
430
Vision Capital Management
Oregon
$82.1M -$959K -1,489 -1%
SQA
431
Simon Quick Advisors
New Jersey
$82M +$6.1M +9,468 +8%
ATPW
432
Ashton Thomas Private Wealth
Arizona
$81.7M +$34M +52,859 +76%
NEPPG
433
New England Professional Planning Group
Rhode Island
$81M +$66.3K +103 +0.1%
CC
434
Courier Capital
New York
$80.8M -$1.34M -2,076 -2%
OC
435
Oppenheimer & Co
New York
$80.4M -$536K -832 -0.7%
SIG
436
Stonegate Investment Group
Alabama
$80.4M
LNB
437
Ledyard National Bank
$80.2M -$1.06M -1,651 -1%
GSAM
438
Grant Street Asset Management
Pennsylvania
$80.2M +$464K +720 +0.6%
MWM
439
Modern Wealth Management
Kansas
$80.2M -$185K -288 -0.2%
RIA
440
Regal Investment Advisors
Michigan
$79.6M +$4.1M +6,366 +6%
FPGK
441
Financial Partners Group (Kansas)
Kansas
$79.5M +$2.23M +3,462 +3%
UFF
442
USA Financial Formulas
Michigan
$79.5M +$56.6M +87,842 +284%
DWM
443
Destination Wealth Management
California
$79.3M +$326K +506 +0.4%
WA
444
Wealth Architects
California
$78.7M -$903K -1,402 -1%
WDL
445
Well Done LLC
Michigan
$78.6M +$1.84M +2,859 +2%
ETS
446
ESL Trust Services
New York
$78.4M -$994K -1,543 -1%
JWCA
447
J.W. Cole Advisors
Florida
$78.3M +$617K +958 +0.8%
AG
448
AlTi Global
New York
$78M +$67.2M +104,311 +431%
GF
449
Gries Financial
Ohio
$77.7M +$290K +451 +0.4%
MWM
450
Mascoma Wealth Management
New Hampshire
$77.1M -$621K -964 -0.8%

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.