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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
CFA
1651
Cahill Financial Advisors
Minnesota
$5.26M +$1.98M +3,080 +64%
MPWS
1652
McCarter Private Wealth Services
Massachusetts
$5.26M +$166K +257 +3%
RI
1653
Rinkey Investments
California
$5.25M +$475K +737 +10%
CWS
1654
Confluence Wealth Services
Pennsylvania
$5.23M -$47.7K -74 -0.9%
STA
1655
Smith Thornton Advisors
Alabama
$5.23M +$70.8K +110 +1%
FGA
1656
Fortis Group Advisors
New Jersey
$5.23M -$45.1K -70 -0.9%
KP
1657
Keel Point
Alabama
$5.22M +$612K +951 +14%
IWC
1658
Infinity Wealth Counsel
Ohio
$5.21M +$10.9K +17 +0.2%
AA
1659
Aufman Associates
Pennsylvania
$5.2M +$11.6K +18 +0.2%
BIG
1660
Brookwood Investment Group
Arizona
$5.2M +$299K +465 +6%
AA
1661
Auxano Advisors
Washington
$5.2M +$1.29K +2 +0%
PGF
1662
Plan Group Financial
Oklahoma
$5.16M -$760K -1,180 -13%
SIA
1663
Stegner Investment Associates
Kentucky
$5.14M +$128K +199 +3%
OPA
1664
Old Port Advisors
Maine
$5.14M -$5.5M -8,539 -53%
RA
1665
Ruggaard & Associates
Ohio
$5.14M +$50.9K +79 +1%
4WM
1666
49 Wealth Management
Texas
$5.14M +$21.3K +33 +0.4%
RG
1667
Rathbones Group
United Kingdom
$5.13M +$522K +810 +12%
UBS AM
1668
UBS AM
Illinois
$5.12M -$851M -1,321,149 -99%
MA
1669
MAS Advisors
Florida
$5.12M -$39.3K -61 -0.8%
RWM
1670
Rockwood Wealth Management
Pennsylvania
$5.11M -$599K -930 -11%
LNWWM
1671
Laird Norton Wetherby Wealth Management
California
$5.1M +$205K +319 +4%
SJGA
1672
Stephen J. Garry & Associates
New York
$5.07M -$205K -319 -4%
VCM
1673
Vivaldi Capital Management
Illinois
$5.06M -$2.19M -3,393 -31%
AIC
1674
Ayalon Insurance Company
Israel
$5.06M +$166K +258 +4%
BOJHT
1675
Bank of Jackson Hole Trust
Wyoming
$5.05M -$65.7K -102 -1%

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.