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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
TFM
901
Trademark Financial Management
Minnesota
$24.1M +$12.9K +20 +0.1%
LP
902
LGL Partners
Pennsylvania
$24.1M -$1.59M -2,476 -6%
SC
903
Stephenson & Company
California
$24.1M +$79.9K +124 +0.3%
CFC
904
Client First Capital
California
$24M -$1.57M -2,432 -6%
OCM
905
Orion Capital Management
California
$24M -$339K -526 -1%
SFFS
906
Stonehage Fleming Financial Services
Jersey
$24M -$6.1M -9,471 -21%
SS
907
SBI Securities
Japan
$23.9M -$584K -906 -2%
SC
908
Scotia Capital
Ontario, Canada
$23.9M +$788K +1,223 +4%
BL
909
BFSG LLC
California
$23.9M +$17M +26,356 +283%
SAM
910
Smartleaf Asset Management
Massachusetts
$23.8M +$8.25M +12,809 +56%
KFS
911
Kelly Financial Services
Massachusetts
$23.8M -$1.68M -2,616 -7%
DC
912
DeDora Capital
California
$23.8M +$106K +164 +0.5%
GG
913
GenWealth Group
New Jersey
$23.8M +$378K +587 +2%
CAC
914
Certified Advisory Corp
Florida
$23.8M -$126K -195 -0.5%
4FG
915
4Thought Financial Group
New York
$23.7M -$293K -455 -1%
CFO
916
CVA Family Office
Colorado
$23.7M +$130K +202 +0.6%
NW
917
NewEdge Wealth
Pennsylvania
$23.7M +$9.47M +14,709 +73%
SC
918
Saiph Capital
New Jersey
$23.6M -$6.62M -10,281 -23%
EWA
919
Emergent Wealth Advisors
New York
$23.6M +$595K +924 +3%
WCFA
920
Walkner Condon Financial Advisors
Wisconsin
$23.5M +$2.24M +3,482 +11%
PIA
921
Pinion Investment Advisors
Kansas
$23.4M +$4.47M +6,933 +25%
EFMH
922
E Fund Management (HK)
Hong Kong
$23.2M +$1.83M +2,849 +9%
MCCA
923
Mill Creek Capital Advisors
Pennsylvania
$23.2M +$274K +426 +1%
TC
924
TAGStone Capital
North Carolina
$23.1M +$10.3K +16 +0%
SAS
925
SMI Advisory Services
Indiana
$23M -$287K -446 -1%

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.