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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
PHAM
1001
Palisades Hudson Asset Management
Florida
$19.5M -$214K -332 -1%
WS
1002
Wedbush Securities
California
$19.5M +$464K +721 +3%
Retirement Systems of Alabama
1003
Retirement Systems of Alabama
Alabama
$19.4M -$249K -386 -1%
WWM
1004
Wiser Wealth Management
Georgia
$19.4M -$1.11M -1,731 -6%
CLOS
1005
Compagnie Lombard Odier SCmA
Switzerland
$19.4M -$310K -481 -2%
CWA
1006
Canvas Wealth Advisors
Kansas
$19.3M +$1.57M +2,444 +9%
SWA
1007
Sax Wealth Advisors
New Jersey
$19.3M -$426K -661 -2%
CFFNO
1008
Common Fund For Nonprofit Organizations
Connecticut
$19.3M -$14.4M -22,406 -44%
PCA
1009
Pallas Capital Advisors
Massachusetts
$19.3M +$381K +592 +2%
CFS
1010
CRA Financial Services
New Jersey
$19.3M +$589K +915 +3%
NWM
1011
NRI Wealth Management
California
$19.3M -$19.2M -29,759 -51%
WB
1012
WesBanco Bank
West Virginia
$19.2M -$355K -551 -2%
CT
1013
Caldwell Trust
Florida
$19.2M +$1.35M +2,095 +8%
CFS
1014
Coordinated Financial Services
Colorado
$19.2M -$464K -721 -2%
PI
1015
PJT Investments
$19.1M +$7.03M +10,919 +62%
CTA
1016
Chesley Taft & Associates
Illinois
$19.1M +$747K +1,160 +4%
IAA
1017
Independent Advisor Alliance
North Carolina
$19M +$1.67M +2,591 +10%
SWA
1018
Stratos Wealth Advisors
Ohio
$18.8M -$512K -795 -3%
TNBTD
1019
Trustmark National Bank Trust Department
Mississippi
$18.8M +$897K +1,392 +5%
NAS
1020
NWF Advisory Services
California
$18.7M +$303K +471 +2%
RA
1021
RFG Advisory
Alabama
$18.5M -$2.43M -3,769 -12%
FLC
1022
Fifth Lane Capital
Texas
$18.4M
Legacy Financial Group (Iowa)
1023
Legacy Financial Group (Iowa)
Iowa
$18.4M +$17.2M +26,748 +3,849%
BWM
1024
BCGM Wealth Management
Indiana
$18.3M -$9.66K -15 -0.1%
I
1025
INVST
Indiana
$18.2M +$1.31M +2,031 +8%

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.