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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
AFA
1626
Antonelli Financial Advisors
Michigan
$5.49M -$88.9K -138 -2%
BMC
1627
Bear Mountain Capital
Washington
$5.48M
SFG
1628
SNS Financial Group
Minnesota
$5.47M -$51.5K -80 -1%
SSWG
1629
Seven Springs Wealth Group
Tennessee
$5.46M -$35.4K -55 -0.7%
FG
1630
Fiduciary Group
Georgia
$5.46M +$12.2K +19 +0.2%
FPTW
1631
Franklin, Parlapiano, Turner & Welch
Texas
$5.43M
MWPCG
1632
Measured Wealth Private Client Group
New Hampshire
$5.43M +$122K +190 +2%
CAS
1633
Coppell Advisory Solutions
Texas
$5.41M +$62.5K +97 +1%
APC
1634
Asset Planning Corporation
Tennessee
$5.39M -$19.3K -30 -0.4%
SFC
1635
Sprinkle Financial Consultants
Colorado
$5.38M +$86.9K +135 +2%
NB
1636
NBT Bank
New York
$5.38M -$1.95M -3,035 -38%
TSW
1637
Three Seasons Wealth
Utah
$5.37M -$70.2K -109 -1%
BOSSRA
1638
B.O.S.S. Retirement Advisors
Utah
$5.37M -$380K -590 -7%
SHF
1639
Stage Harbor Financial
Massachusetts
$5.36M +$2.32M +3,608 +82%
SWP
1640
Semus Wealth Partners
Florida
$5.35M +$47K +73 +0.9%
AA
1641
Alpha Advisors
Virginia
$5.34M -$47K -73 -0.9%
CC
1642
Copperleaf Capital
North Carolina
$5.33M -$4.93M -7,652 -49%
PPWP
1643
Premier Path Wealth Partners
New Jersey
$5.33M +$23.8K +37 +0.5%
AFS
1644
Access Financial Services
Minnesota
$5.32M -$113K -176 -2%
FWP
1645
FAS Wealth Partners
Kansas
$5.31M -$130K -202 -2%
MCM
1646
Mitchell Capital Management
Kansas
$5.3M -$117K -181 -2%
BAM
1647
BOS Asset Management
Illinois
$5.3M +$102K +158 +2%
Qube Research & Technologies (QRT)
1648
Qube Research & Technologies (QRT)
United Kingdom
$5.29M +$2.47M +3,836 +94%
PJSIMP
1649
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.27M +$92.7K +144 +2%
LWP
1650
Laurel Wealth Planning
Minnesota
$5.27M -$745K -1,157 -13%

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.