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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
SAG
801
SageView Advisory Group
California
$29.2M -$714K -1,108 -2%
CPW
802
Catalyst Private Wealth
California
$29.2M -$891K -1,384 -3%
IFPG
803
Intrepid Financial Planning Group
Indiana
$29.2M -$486K -754 -2%
FNBOH
804
First National Bank of Hutchinson
Kansas
$29.2M -$1.43M -2,224 -5%
AGC
805
Aspen Grove Capital
Colorado
$28.8M +$81.2K +126 +0.3%
DAS
806
Diversify Advisory Services
Utah
$28.8M +$5.04M +7,832 +23%
CI
807
CacheTech Inc
Utah
$28.7M -$3.88M -6,030 -12%
DWM
808
Drive Wealth Management
Utah
$28.6M -$2.31M -3,589 -8%
ABWM
809
Alpine Bank Wealth Management
Colorado
$28.6M -$131K -203 -0.5%
CC
810
Cadinha & Co
Hawaii
$28.5M +$30.9K +48 +0.1%
AFC
811
Adaptive Financial Consulting
Ohio
$28.4M -$506K -785 -2%
SWMG
812
Sanchez Wealth Management Group
Florida
$28.4M -$378K -587 -1%
VT
813
Vise Technologies
New York
$28.3M -$10.3M -16,051 -27%
National Bank of Canada
814
National Bank of Canada
Quebec, Canada
$28.3M -$17M -26,433 -38%
CIBC Asset Management
815
CIBC Asset Management
Ontario, Canada
$28.3M
DT
816
Diversified Trust
Tennessee
$28.2M -$3.92M -6,085 -13%
LF
817
Lantz Financial
Illinois
$28.2M +$463K +719 +2%
CWS
818
Cypress Wealth Services
California
$28.2M -$631K -979 -2%
CWA
819
Continuum Wealth Advisors
New York
$28.2M +$1.31M +2,034 +5%
AWM
820
Adams Wealth Management
Utah
$28M -$4.01M -6,219 -13%
GKWIM
821
Gerber Kawasaki Wealth & Investment Management
California
$28M -$25.8K -40 -0.1%
OCM
822
One Capital Management
California
$28M +$785K +1,219 +3%
JFG
823
JMG Financial Group
Illinois
$27.9M +$403K +626 +2%
PFG
824
PAX Financial Group
Texas
$27.8M +$2.46M +3,815 +10%
HWA
825
HCR Wealth Advisors
California
$27.8M +$913K +1,417 +4%

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.