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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
WA
1526
WPG Advisers
Maryland
$6.5M +$419K +651 +7%
IIM
1527
InTrack Investment Management
Vermont
$6.49M +$627K +973 +11%
OFP
1528
OFC Financial Planning
New Jersey
$6.48M -$12.9K -20 -0.2%
PFBT
1529
Parkside Financial Bank & Trust
Missouri
$6.47M +$509K +790 +9%
GLLW
1530
Graves Light Lenhart Wealth
Virginia
$6.47M -$885K -1,374 -12%
AAS
1531
Annex Advisory Services
Wisconsin
$6.47M -$145K -225 -2%
SFM
1532
Signet Financial Management
New Jersey
$6.46M +$16.7K +26 +0.3%
BBPWM
1533
Blue Bell Private Wealth Management
Pennsylvania
$6.43M -$528K -820 -8%
CWP
1534
Curated Wealth Partners
California
$6.4M -$2.17M -3,371 -26%
LWMNY
1535
Landmark Wealth Management (New York)
New York
$6.4M -$12.9K -20 -0.2%
ACM
1536
Armbruster Capital Management
New York
$6.39M -$3.47M -5,387 -36%
CIA
1537
Compass Ion Advisors
Pennsylvania
$6.35M +$172K +267 +3%
EIA
1538
Edgemoor Investment Advisors
Maryland
$6.34M +$1.4M +2,169 +30%
TH
1539
TCTC Holdings
Texas
$6.32M -$435K -675 -7%
LFAS
1540
Level Four Advisory Services
Texas
$6.31M +$397K +617 +7%
MFG
1541
Magnus Financial Group
New York
$6.29M -$7.73K -12 -0.1%
FCA
1542
FLC Capital Advisors
California
$6.28M -$22.5K -35 -0.4%
VA
1543
Vident Advisory
Georgia
$6.26M +$773K +1,201 +15%
VF
1544
Vawter Financial
Ohio
$6.25M +$5.45M +8,465 +977%
SCA
1545
Strathmore Capital Advisors
North Carolina
$6.24M +$86.9K +135 +1%
FNWM
1546
Financial Network Wealth Management
Utah
$6.24M +$5.87M +9,112 New
HP
1547
Holistic Planning
Texas
$6.23M -$116K -180 -2%
SJIM
1548
St. Johns Investment Management
Florida
$6.22M -$37.4K -58 -0.6%
JJBC
1549
James J. Burns & Company
New York
$6.2M -$100K -156 -2%
EDRH
1550
Edmond de Rothschild Holding
Switzerland
$6.19M +$2.66M +4,133 +81%

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.