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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
CGPCS
1151
Capital Group Private Client Services
California
$14M +$3.24M +5,027 +32%
Koshinski Asset Management
1152
Koshinski Asset Management
Illinois
$14M -$261K -405 -2%
FWA
1153
FOCUS Wealth Advisors
Texas
$14M -$201K -312 -1%
LA
1154
Latitude Advisors
Florida
$14M +$144K +224 +1%
TFS
1155
Thoroughbred Financial Services
Tennessee
$13.9M +$1.33M +2,062 +11%
MCWA
1156
Meadow Creek Wealth Advisors
Georgia
$13.9M +$260K +403 +2%
KA
1157
Kooman & Associates
Pennsylvania
$13.9M +$83.1K +129 +0.6%
BIS
1158
BG Investment Services
Guam
$13.9M -$640K -994 -5%
Luther King Capital Management (LKCM)
1159
Luther King Capital Management (LKCM)
Texas
$13.8M
X
1160
Xponance
Pennsylvania
$13.7M +$182K +283 +1%
TBC
1161
Ted Buchan & Co
California
$13.7M +$37.4K +58 +0.3%
GAG
1162
GM Advisory Group
New York
$13.7M +$2.67M +4,143 +25%
FWMP
1163
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$13.6M -$191K -296 -1%
MPCL
1164
My Personal CFO LLC
Washington
$13.6M +$11M +17,086 +522%
MCC
1165
Money Concepts Capital
Florida
$13.6M +$120K +187 +0.9%
SWP
1166
Strategic Wealth Partners
Ohio
$13.6M +$171K +265 +1%
SS
1167
Sound Stewardship
Kansas
$13.5M +$204K +316 +2%
NFG
1168
Nations Financial Group
Iowa
$13.5M +$793K +1,231 +6%
CAM
1169
Concorde Asset Management
Michigan
$13.4M +$12.9M +19,983 New
BHWM
1170
Beaird Harris Wealth Management
Texas
$13.4M -$372K -577 -3%
TW
1171
Traveka Wealth
California
$13.4M +$7.4M +11,496 +135%
CAG
1172
Csenge Advisory Group
Florida
$13.4M -$1.1M -1,704 -8%
BFA
1173
Bright Financial Advisors
Michigan
$13.4M +$74.7K +116 +0.6%
TCM
1174
Telos Capital Management
California
$13.3M -$7.08K -11 -0.1%
MIA
1175
MainStreet Investment Advisors
Illinois
$13.3M -$1.12M -1,735 -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.