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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
BTWM
1451
Brass Tax Wealth Management
Ohio
$7.44M +$7.16M +11,111 New
AWM
1452
Able Wealth Management
New Jersey
$7.43M -$180K -279 -2%
BHBT
1453
Burke & Herbert Bank & Trust
Virginia
$7.42M -$70.8K -110 -1%
SMI
1454
Shelter Mutual Insurance
Missouri
$7.41M -$715K -1,110 -9%
CPG
1455
Cornerstone Planning Group
New Jersey
$7.41M +$6.53M +10,133 +1,435%
SIC
1456
Salem Investment Counselors
North Carolina
$7.4M +$302K +469 +4%
RPGK
1457
Retirement Planning Group (Kansas)
Kansas
$7.4M +$308K +478 +5%
SNB
1458
Security National Bank
Nebraska
$7.39M -$48.3K -75 -0.7%
SWM
1459
Selective Wealth Management
Virginia
$7.38M -$303K -471 -4%
PG
1460
Patten Group
Tennessee
$7.37M -$39.3K -61 -0.6%
MFP
1461
Meridian Financial Partners
Virginia
$7.35M -$195K -302 -3%
PP
1462
PFS Partners
New Jersey
$7.34M -$100K -156 -1%
N
1463
Nuveen
North Carolina
$7.31M +$891K +1,383 +15%
IC
1464
Iconiq Capital
California
$7.3M -$44.4K -69 -0.6%
HT
1465
Heritage Trust
Oklahoma
$7.3M -$56.7K -88 -0.8%
MCCP
1466
Mission Creek Capital Partners
California
$7.3M -$8.37K -13 -0.1%
TC
1467
TFR Capital
Texas
$7.29M +$111K +173 +2%
NWM
1468
Navigoe Wealth Management
California
$7.29M +$1.11M +1,725 +19%
5W
1469
5T Wealth
California
$7.27M +$334K +519 +5%
TCG
1470
Transcendent Capital Group
Oklahoma
$7.27M +$593K +920 +9%
BB
1471
Berkshire Bank
Massachusetts
$7.26M +$925K +1,437 +15%
PI
1472
PFG Investments
New York
$7.25M +$151K +234 +2%
RT
1473
Rockland Trust
Massachusetts
$7.25M +$3.5M +5,434 +101%
TCOV
1474
Trust Company of Vermont
Vermont
$7.25M +$28.3K +44 +0.4%
BPWM
1475
Badgley Phelps Wealth Managers
Washington
$7.21M +$60.5K +94 +0.9%

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.