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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
SAW
1601
Signal Advisors Wealth
Michigan
$5.74M +$1.18M +1,825 +27%
QPWM
1602
Quadrant Private Wealth Management
Pennsylvania
$5.73M +$216K +335 +4%
FP
1603
Fiduciary Planning
Florida
$5.72M +$327K +507 +6%
PAM
1604
Peak Asset Management
Colorado
$5.72M -$247K -384 -4%
KL
1605
KWMG LLC
Kansas
$5.71M -$59.3K -92 -1%
QWM
1606
Quadcap Wealth Management
Texas
$5.7M -$477K -741 -8%
PWP
1607
Private Wealth Partners
California
$5.69M +$56K +87 +1%
FAIM
1608
Financial Advocates Investment Management
Washington
$5.68M -$9.4M -14,594 -63%
KFSN
1609
Keystone Financial Services (Nebraska)
Nebraska
$5.66M -$90.8K -141 -2%
PCA
1610
Prosperity Capital Advisors
Ohio
$5.64M +$221K +343 +4%
MFA
1611
Morling Financial Advisors
California
$5.64M -$584K -907 -10%
GSEP
1612
Golden State Equity Partners
California
$5.63M +$679K +1,055 +14%
JPWM
1613
Jamison Private Wealth Management
Georgia
$5.63M +$206K +320 +4%
LAS
1614
Legacy Advisory Services
Pennsylvania
$5.63M +$45.1K +70 +0.8%
OP
1615
ORG Partners
Indiana
$5.62M +$1.53M +2,379 +42%
DIA
1616
Dana Investment Advisors
Wisconsin
$5.62M +$101K +157 +2%
AWM
1617
Arista Wealth Management
Nevada
$5.61M
PP
1618
Patten & Patten
Tennessee
$5.59M +$2.74M +4,256 +104%
DWM
1619
Daner Wealth Management
Georgia
$5.55M +$3.22K +5 +0.1%
AC
1620
Annandale Capital
Texas
$5.55M
UOTTAIMCU
1621
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.52M -$513K -796 -9%
VPIM
1622
Vanguard Personalized Indexing Management
California
$5.52M +$574K +891 +12%
MAG
1623
M3 Advisory Group
Massachusetts
$5.51M +$3.22K +5 +0.1%
FC
1624
Financial Council
Maryland
$5.5M -$31.6K -49 -0.6%
CCWM
1625
Cassaday & Co Wealth Management
Virginia
$5.49M -$13.5K -21 -0.3%

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.