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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
GFG
951
Goldstone Financial Group
Illinois
$21.8M +$1.12M +1,740 +6%
GWM
952
GSB Wealth Management
Connecticut
$21.8M +$1.01M +1,568 +5%
RFG
953
RFP Financial Group
Georgia
$21.8M +$198K +307 +0.8%
SAM
954
Sherman Asset Management
California
$21.8M +$38K +59 +0.2%
HAS
955
Holland Advisory Services
Florida
$21.7M -$622K -966 -3%
SCM
956
Sunbeam Capital Management
Georgia
$21.7M +$926K +1,438 +5%
TR
957
Tepp RIA
New Jersey
$21.6M -$1.77M -2,751 -8%
PPG
958
Peak Planning Group
Colorado
$21.6M +$3.62M +5,628 +21%
OWA
959
Outlook Wealth Advisors
Texas
$21.5M -$601K -933 -3%
I2I
960
Insight 2811 Inc
Illinois
$21.5M +$708K +1,099 +4%
SWP
961
SIMA Wealth Partners
Virginia
$21.5M -$172K -267 -0.8%
KWA
962
Kingswood Wealth Advisors
California
$21.4M +$2.02M +3,138 +11%
VHAM
963
Van Hulzen Asset Management
California
$21.4M +$799K +1,241 +4%
BFG
964
Beacon Financial Group
Texas
$21.3M +$35.4K +55 +0.2%
AG
965
Ascent Group
Virginia
$21.3M +$71.5K +111 +0.4%
AF
966
AtlasMark Financial
Texas
$21.2M +$905K +1,405 +5%
PWM
967
Pines Wealth Management
North Carolina
$21.1M -$76K -118 -0.4%
SAM
968
Summit Asset Management
Tennessee
$21.1M +$350K +544 +2%
AA
969
ArborFi Advisors
Michigan
$21M +$616K +956 +3%
GCA
970
Gallagher Capital Advisors
Texas
$20.9M +$15.5K +24 +0.2%
HG
971
Harbor Group
New Hampshire
$20.9M +$1.05M +1,631 +6%
Vanguard Group
972
Vanguard Group
Pennsylvania
$20.9M +$545K +846 +3%
SCP
973
Stevens Capital Partners
Nebraska
$20.8M +$53.5K +83 +0.3%
OWA
974
Oak Wealth Advisors
Illinois
$20.8M +$1.01M +1,568 +5%
CT
975
Colonial Trust
South Carolina
$20.8M +$2.37M +3,677 +13%

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.