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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
PFA
926
Providence Financial Advisors
Kansas
$22.8M +$22M +34,088 New
KDA
927
Kraft Davis & Associates
Missouri
$22.8M -$605K -939 -3%
XF
928
XML Financial
Maryland
$22.8M +$140K +218 +0.6%
AI
929
Arvest Investments
Arkansas
$22.8M -$285K -443 -1%
AWM
930
Avaii Wealth Management
Wisconsin
$22.7M +$509K +791 +2%
WWM
931
Western Wealth Management
Colorado
$22.6M -$9.66K -15 -0%
ST
932
Sageworth Trust
Pennsylvania
$22.6M -$62.5K -97 -0.3%
AWS
933
Aspen Wealth Strategies
Colorado
$22.6M +$1.12M +1,734 +5%
MWP
934
Madison Wealth Partners
Wisconsin
$22.5M +$34.1K +53 +0.2%
HC
935
Hoese & Co
Minnesota
$22.5M -$138K -214 -0.6%
LA
936
Lynch & Associates
Indiana
$22.5M -$549K -852 -2%
KAS
937
KPP Advisory Services
Kentucky
$22.4M -$1.18M -1,825 -5%
WJA
938
Willis Johnson & Associates
Texas
$22.4M +$887K +1,378 +4%
WPC
939
Waters Parkerson & Co
Louisiana
$22.3M -$216K -335 -1%
CCG
940
Cypress Capital Group
Florida
$22.3M -$32.7M -50,781 -60%
EL
941
EQ LLC
Washington
$22.3M +$1.65M +2,568 +8%
GCG
942
Gilbert Capital Group
Maine
$22.2M +$25.1K +39 +0.1%
DCM
943
Dimension Capital Management
Florida
$22.2M -$428K -664 -2%
BWCS
944
Beirne Wealth Consulting Services
Connecticut
$22M +$113K +176 +0.5%
WA
945
WBH Advisory
Maryland
$22M +$240K +372 +1%
EWA
946
EverSource Wealth Advisors
Alabama
$22M +$2.95M +4,573 +16%
AC
947
Avestar Capital
New York
$22M -$751K -1,166 -3%
JWM
948
Jackson Wealth Management
Florida
$21.9M +$11.6K +18 +0.1%
PFG
949
Pacific Financial Group
Washington
$21.9M +$1.17M +1,814 +6%
BDWCC
950
B&D White Capital Company
Texas
$21.8M +$21M +32,631 New

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.