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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
BWA
626
Boulder Wealth Advisors
Colorado
$46.2M +$44.5M +69,022 New
WFAG
627
Wescott Financial Advisory Group
Pennsylvania
$46.1M +$504K +783 +1%
1832 Asset Management
628
1832 Asset Management
Ontario, Canada
$46.1M +$3.21M +4,990 +8%
NCM
629
Next Capital Management
New York
$46M +$2.93M +4,550 +7%
SAM
630
Silvercrest Asset Management
New York
$45.8M +$1.27M +1,973 +3%
CP
631
Capital Planning
Washington
$45.6M -$404K -628 -0.9%
SW
632
SteelPeak Wealth
California
$45.2M +$6.31M +9,800 +17%
WPW
633
Watershed Private Wealth
Illinois
$45.1M +$2.42M +3,759 +6%
MA
634
MCF Advisors
Kentucky
$45.1M -$759K -1,178 -2%
IIA
635
Integrity Investment Advisors
Colorado
$45.1M +$3.79M +5,881 +10%
NL
636
NDWM LLC
California
$44.6M -$96.6K -150 -0.2%
EWM
637
Evercore Wealth Management
New York
$44.6M +$106K +165 +0.2%
SC
638
SouthState Corp
Florida
$44.5M +$2.18M +3,389 +5%
CQWA
639
Chokshi & Queen Wealth Advisors
California
$44.4M +$831K +1,291 +2%
HH
640
HWG Holdings
Texas
$44.2M -$3.47M -5,382 -8%
C
641
Certuity
Florida
$44.1M +$1.68M +2,605 +4%
SWM
642
SigFig Wealth Management
California
$44.1M +$5.86M +9,095 +16%
VC
643
Vestor Capital
Illinois
$44.1M +$40.9M +63,567 +2,795%
PGA
644
Portland Global Advisors
Maine
$43.9M +$1.29M +1,997 +3%
WAP
645
Wealthcare Advisory Partners
Pennsylvania
$43.6M +$909K +1,412 +2%
DWT
646
Dorsey & Whitney Trust
South Dakota
$43.5M -$63.1K -98 -0.2%
CWP
647
Corepath Wealth Partners
Arizona
$43.4M +$5.92M +9,193 +17%
CW
648
CreativeOne Wealth
Kansas
$43.3M +$720K +1,118 +2%
AFS
649
Axiom Financial Strategies
Indiana
$43.2M +$9.24M +14,350 +29%
AIA
650
Armor Investment Advisors
North Carolina
$43M +$13M +20,154 +46%

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.