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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
PI
1476
PineBridge Investments
New York
$7.18M
BFWA
1477
Benchmark Financial Wealth Advisors
Florida
$7.16M +$2.35M +3,656 +52%
CPA
1478
Cardiff Park Advisors
California
$7.16M -$333K -517 -5%
LA
1479
Lifeworks Advisors
Michigan
$7.14M -$108K -168 -2%
IAIM
1480
International Assets Investment Management
Florida
$7.12M
DWM
1481
DKM Wealth Management
California
$7.12M +$240K +373 +4%
SAM
1482
S.A. Mason
Michigan
$7.11M +$111K +172 +2%
BWA
1483
BlueChip Wealth Advisors
Georgia
$7.1M -$116K -180 -2%
AT
1484
American Trust
Kentucky
$7.08M +$245K +380 +4%
SOS
1485
Silver Oak Securities
Tennessee
$7.08M -$362K -562 -5%
FWM
1486
FSA Wealth Management
Massachusetts
$7.06M -$483K -750 -0.9%
WA
1487
WESPAC Advisors
California
$7.04M +$3M +4,651 +79%
GWS
1488
Greykasell Wealth Strategies
California
$7.04M -$1.21M -1,871 -15%
ACG
1489
Allen Capital Group
Nebraska
$7.02M +$78.6K +122 +1%
FWP
1490
Firethorn Wealth Partners
Georgia
$6.99M -$2.48M -3,850 -27%
MCI
1491
MRP Capital Investments
Georgia
$6.97M
WAL
1492
W Advisors LLC
Tennessee
$6.96M -$44.4K -69 -0.7%
IWB
1493
Innovative Wealth Building
Maryland
$6.96M -$398K -618 -6%
PG
1494
Prostatis Group
Maryland
$6.95M -$10.9K -17 -0.2%
PB
1495
Pinnacle Bancorp
Nebraska
$6.94M +$299K +464 +5%
HLCM
1496
Hi-Line Capital Management
South Dakota
$6.93M +$1.09M +1,689 +19%
ZIG
1497
Zurich Insurance Group
Switzerland
$6.91M
CMBA
1498
C.M. Bidwell & Associates
Hawaii
$6.89M -$259K -402 -4%
MSAM
1499
Moloney Securities Asset Management
Missouri
$6.85M -$42.5K -66 -0.6%
BWA
1500
Bestgate Wealth Advisors
Maryland
$6.84M -$183K -284 -3%

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.