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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
MWM
1301
MY Wealth Management
Maryland
$10.3M +$1.62M +2,517 +20%
SGK
1302
Steigerwald Gordon & Koch
Virginia
$10.3M -$146K -227 -1%
TFA
1303
Transamerica Financial Advisors
Florida
$10.3M +$866K +1,344 +10%
NFSG
1304
Newbridge Financial Services Group
Florida
$10.2M +$303K +471 +3%
SI
1305
Stephens Inc
Arkansas
$10.2M +$337K +524 +4%
BC
1306
Bulwark Capital
Florida
$10.2M +$71.5K +111 +0.7%
CD
1307
Chapin Davis
Maryland
$10.2M -$242K -376 -2%
SMAM
1308
Sugar Maple Asset Management
Wisconsin
$10.2M +$68.9K +107 +0.7%
LF
1309
Lighthouse Financial
Florida
$10.2M
NL
1310
NEPC LLC
Massachusetts
$10.2M +$27.1K +42 +0.3%
WPC
1311
White Pine Capital
Minnesota
$10.2M -$178K -276 -2%
MF
1312
Meridian Financial
Massachusetts
$10.1M +$21.3K +33 +0.2%
CCP
1313
Cassia Capital Partners
North Carolina
$10.1M -$3.22K -5 -0%
IW
1314
Instrumental Wealth
Florida
$10.1M +$258K +401 +3%
IMC
1315
Investment Management Corporation
Virginia
$9.88M +$61.8K +96 +0.7%
Calamos Advisors
1316
Calamos Advisors
Illinois
$9.88M -$137K -212 -1%
MIA
1317
Milestone Investment Advisors
Wisconsin
$9.87M +$106K +164 +1%
RWM
1318
Rialto Wealth Management
New York
$9.85M -$310K -481 -3%
EPM
1319
Elm Partners Management
Pennsylvania
$9.84M +$329K +511 +4%
FCI
1320
Financial Counselors Inc
Kansas
$9.8M +$344K +534 +4%
NB
1321
Nicolet Bankshares
Wisconsin
$9.77M -$513K -797 -5%
BNMT
1322
Bawa N Mallick Trust
New York
$9.73M +$5.8K +9 +0.1%
MFC
1323
Mechanics Financial Corp
Ohio
$9.72M +$497K +771 +6%
PMFA
1324
Plante Moran Financial Advisors
Michigan
$9.7M +$1.38M +2,143 +17%
NP
1325
Nilsine Partners
Colorado
$9.69M +$730K +1,134 +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.