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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
AWA
1251
Arete Wealth Advisors
Illinois
$11.4M +$1.1M +1,709 +11%
GCM
1252
Granby Capital Management
Florida
$11.4M
FPCG
1253
Forum Private Client Group
Indiana
$11.4M +$116K +180 +1%
RC
1254
Roundview Capital
New Jersey
$11.3M +$202K +314 +2%
VAM
1255
Verity Asset Management
North Carolina
$11.3M +$4.8M +7,449 +79%
HF
1256
HRT Financial
New York
$11.3M +$8.07M +12,526 +286%
NAG
1257
Northstar Advisory Group
New Jersey
$11.3M +$2.55M +3,960 +31%
GHA
1258
Granite Harbor Advisors
Texas
$11.3M -$685K -1,064 -6%
DWM
1259
DecisionMap Wealth Management
Virginia
$11.3M +$77.9K +121 +0.7%
Bank Julius Baer & Co
1260
Bank Julius Baer & Co
Switzerland
$11.2M +$4.49M +6,979 +71%
VWM
1261
Venturi Wealth Management
Texas
$11.2M +$1.99M +3,083 +23%
MF
1262
Montis Financial
Massachusetts
$11.1M -$593K -920 -5%
CAM
1263
Campion Asset Management
Virginia
$11.1M -$496K -770 -4%
JA
1264
JVL Associates
Michigan
$11.1M +$12.9K +20 +0.1%
MWAM
1265
Manhattan West Asset Management
California
$11M -$134K -208 -1%
SC
1266
Sapient Capital
Indiana
$11M +$825K +1,281 +8%
PP
1267
Postrock Partners
Oregon
$11M
WJWM
1268
Williams Jones Wealth Management
New York
$11M -$370K -574 -3%
SF
1269
Symphony Financial
Texas
$11M -$1.95M -3,029 -16%
TAFW
1270
Tred Avon Family Wealth
Maryland
$11M +$10.5M +16,368 New
MWM
1271
MinichMacGregor Wealth Management
New York
$11M +$205K +318 +2%
LIM
1272
Leavell Investment Management
Alabama
$10.9M -$428K -665 -4%
CBU
1273
CIBC Bancorp USA
Illinois
$10.9M +$10.5M +16,322 New
IA
1274
IFG Advisory
Georgia
$10.9M +$290K +451 +3%
CWIG
1275
Chung Wu Investment Group
Texas
$10.9M +$187K +290 +2%

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.