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
TF
576
Tandem Financial
Colorado
$53.2M +$50.9M +79,107 +18,746%
GWM
577
GoalFusion Wealth Management
Texas
$53.2M +$99.2K +154 +0.2%
KWM
578
Keebeck Wealth Management
Illinois
$53M -$2.29M -3,550 -4%
SIA
579
SkyView Investment Advisors
New Jersey
$53M -$539K -837 -1%
PFS
580
Prospera Financial Services
Texas
$53M -$9.71M -15,079 -16%
ACGA
581
Atlanta Consulting Group Advisors
Georgia
$52.9M +$408K +634 +0.8%
TCM
582
TD Capital Management
Tennessee
$52.9M -$875K -1,359 -2%
WAAG
583
Wealth Alliance Advisory Group
Kansas
$52.7M -$276K -429 -0.5%
NOI
584
Newton One Investments
Delaware
$52.7M +$3.86M +6,001 +8%
HR
585
Howe & Rusling
New York
$52.5M +$1.65M +2,567 +3%
CIA
586
Capital Investment Advisors
Georgia
$52.2M +$1.59M +2,465 +3%
AIP
587
Ameritas Investment Partners
Nebraska
$52M -$23M -35,737 -32%
SWA
588
Serenus Wealth Advisors
California
$51.8M +$438K +680 +0.9%
SA
589
Stewardship Advisors
Pennsylvania
$51.5M -$433K -672 -0.9%
WWM
590
Waterway Wealth Management
Texas
$51.4M +$41.4M +64,225 +80%
FCP
591
Fidelis Capital Partners
Florida
$50.7M +$1.05M +1,634 +2%
JWA
592
JFS Wealth Advisors
Pennsylvania
$50.6M -$1.13M -1,752 -2%
SHGA
593
Sand Hill Global Advisors
California
$50.6M -$5.07M -7,867 -9%
CWM
594
Cornerstone Wealth Management
Missouri
$50.4M -$61.8K -96 -0.1%
FFBTD
595
First Financial Bank - Trust Division
Ohio
$50.4M -$1.49M -2,307 -3%
CPA
596
Capital Performance Advisors
California
$50.2M +$7.62M +11,824 +19%
SCA
597
Stonebridge Capital Advisors
Minnesota
$50M +$116K +180 +0.2%
BWM
598
BankPlus Wealth Management
Mississippi
$49.9M +$975K +1,514 +2%
WC
599
Waterloo Capital
Texas
$49.9M +$500K +776 +1%
LWM
600
Latko Wealth Management
Illinois
$49.7M -$884K -1,372 -2%

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.