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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
KW
1401
KWB Wealth
California
$8.11M -$957K -1,486 -10%
XPN
1402
XY Planning Network
Montana
$8.11M
RFP
1403
RCS Financial Planning
Maryland
$8.11M +$242K +375 +3%
QP
1404
Quartz Partners
New York
$8.1M -$670K -1,041 -8%
FFB
1405
First Financial Bankshares
Texas
$8.09M +$5.23M +8,120 +205%
RWP
1406
Ridgecrest Wealth Partners
California
$8.08M -$644 -1 -0%
SWM
1407
Scissortail Wealth Management
Oklahoma
$8.04M -$7.53M -11,698 -49%
SMA
1408
Sage Mountain Advisors
Georgia
$8.03M +$1.78M +2,759 +30%
AWA
1409
Aletheian Wealth Advisors
Washington
$8.02M -$14.8K -23 -0.2%
AWM
1410
Activest Wealth Management
Florida
$8M +$6.96M +10,804 +942%
TS
1411
TradeWell Securities
Indiana
$8M -$85.7K -133 -1%
WMWM
1412
Wilkins Miller Wealth Management
Alabama
$8M +$444K +690 +6%
NG
1413
Norden Group
Utah
$7.98M -$33.5K -52 -0.4%
PWP
1414
Prasad Wealth Partners
Ohio
$7.98M -$797K -1,237 -9%
OAC
1415
OMERS Administration Corp
Ontario, Canada
$7.96M +$7.66M +11,900 New
SP
1416
Successful Portfolios
Florida
$7.95M +$470K +730 +7%
SIC
1417
Sterling Investment Counsel
New York
$7.92M +$5.74M +8,920 +306%
SIS
1418
Sound Income Strategies
Florida
$7.91M +$1.7M +2,646 +29%
HWM
1419
Hohimer Wealth Management
Washington
$7.91M +$10.3K +16 +0.1%
BWMG
1420
Barnes Wealth Management Group
California
$7.9M +$191K +296 +3%
LFG
1421
Larson Financial Group
Missouri
$7.87M +$73.4K +114 +1%
AIC
1422
Allodium Investment Consultants
Minnesota
$7.86M +$263K +408 +4%
KOC
1423
Koss-Olinger Consulting
Florida
$7.86M -$12.9K -20 -0.2%
WP
1424
Westmount Partners
California
$7.81M -$30.3K -47 -0.4%
QCM
1425
QRG Capital Management
Illinois
$7.78M +$1.73M +2,681 +30%

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.