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iShares Core S&P 500 ETF

3,675 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, 1,570 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 capital invested

Capital invested by funds: $463B → $526B (+$62.7B)

14% more repeat investments, than reductions

Existing positions increased: 1,570 | Existing positions reduced: 1,383

4.12% more ownership

Funds ownership: 75.39%79.51% (+4.1%)

2% more funds holding

Funds holding: 3,6163,675 (+59)

1% more funds holding in top 10

Funds holding in top 10: 1,1571,172 (+15)

Holders
3,675
Holders Change
+59
Holders Change %
+1.63%
% of All Funds
48.23%
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
1,570
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
MMFA
151
Main Management Fund Advisors
California
$377M -$60.9M -94,500 -14%
OWM
152
Orgel Wealth Management
Wisconsin
$366M +$8.77M +13,615 +3%
State Street
153
State Street
Massachusetts
$366M +$59.6M +92,573 +20%
OAM
154
OP Asset Management
$366M +$576K +895 +0.2%
RWM
155
Ritholtz Wealth Management
New York
$365M +$7.04M +10,933 +2%
MGIA
156
Moneta Group Investment Advisors
Missouri
$360M +$6.7M +10,408 +2%
LWMT
157
Legacy Wealth Management (Tennessee)
Tennessee
$360M +$4.82M +7,487 +1%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$359M -$110M -171,043 -24%
CCMG
159
Clark Capital Management Group
Pennsylvania
$349M +$118M +182,884 +54%
BOF
160
Bank of Finland
Finland
$348M +$1M +1,560 +0.3%
JSW
161
Journey Strategic Wealth
New Jersey
$345M +$935K +1,452 +0.3%
FWIA
162
Fort Washington Investment Advisors
Ohio
$341M -$199K -309 -0.1%
KA
163
Klingman & Associates
New York
$340M -$2.67M -4,148 -0.8%
COCM
164
Charter Oak Capital Management
New Hampshire
$340M -$11M -17,049 -3%
HHGA
165
Halbert Hargrove Global Advisors
California
$336M +$3.03M +4,703 +0.9%
Two Sigma Investments
166
Two Sigma Investments
New York
$335M -$41.2M -64,000 -11%
WI
167
WealthNavi Inc
Japan
$335M +$45.1M +70,090 +16%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$332M -$10.6M -16,407 -3%
FTWA
169
Fifth Third Wealth Advisors
Ohio
$330M +$19.1M +29,581 +6%
Mirae Asset Global Investments
170
Mirae Asset Global Investments
South Korea
$328M -$39M -60,627 -11%
AIA
171
Ally Invest Advisors
North Carolina
$326M +$3.13M +4,864 +1%
HTC
172
Haverford Trust Company
Pennsylvania
$317M +$21.8M +33,813 +8%
MWA
173
Midland Wealth Advisors
Illinois
$314M +$68.3M +106,085 +29%
AWM
174
AE Wealth Management
Kansas
$313M +$40.8M +63,290 +16%
SLF
175
Sun Life Financial
Ontario, Canada
$311M

IVV Hedge Fund Activity: Q3 2025 in Review

3,675 of the 7,620 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 1,570 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.

  • 3,675 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2025, up from 3,616 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.