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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
KIM
1726
Kestra Investment Management
Texas
$4.71M -$3.37M -5,233 -43%
NCFG
1727
New Century Financial Group
New Jersey
$4.7M -$397K -617 -8%
DTC
1728
Davidson Trust Company
Washington
$4.7M -$307K -477 -6%
HCM
1729
Harvey Capital Management
Florida
$4.7M -$106K -165 -2%
JEST
1730
JTC Employer Solutions Trustee
Jersey
$4.7M
FCMA
1731
Foresight Capital Management Advisors
Michigan
$4.7M -$126K -195 -3%
SIA
1732
SeaBridge Investment Advisors
New Jersey
$4.67M -$283K -439 -6%
JGIA
1733
Jackson Grant Investment Advisers
Connecticut
$4.67M +$4.51K +7 +0.1%
MWM
1734
McNaughton Wealth Management
California
$4.64M +$644 +1 +0%
PFWA
1735
Paces Ferry Wealth Advisors
Georgia
$4.63M -$92.7K -144 -2%
HAP
1736
Harbor Asset Planning
Massachusetts
$4.62M -$6.44K -10 -0.1%
FP
1737
Financial Perspectives
Minnesota
$4.61M -$38.6K -60 -0.9%
SWA
1738
Strategies Wealth Advisors
Michigan
$4.59M -$1.48M -2,300 -25%
KHC
1739
Koesten Hirschmann & Crabtree
Kansas
$4.58M -$6.44K -10 -0.1%
TWP
1740
TFO Wealth Partners
Ohio
$4.58M +$9.02K +14 +0.2%
LKBC
1741
L.K. Benson & Company
Maryland
$4.54M +$2.04M +3,160 +87%
LCC
1742
Lincoln Capital Corp
Rhode Island
$4.53M -$392K -608 -8%
PSA
1743
Plum Street Advisors
Louisiana
$4.53M -$34.1K -53 -0.8%
RW
1744
Rede Wealth
Virginia
$4.52M -$2.45M -3,800 -36%
EBA
1745
Eagle Bay Advisors
New York
$4.52M -$441K -684 -9%
TFP
1746
Triune Financial Partners
Kansas
$4.51M +$13.5K +21 +0.3%
First Trust Advisors
1747
First Trust Advisors
Illinois
$4.51M -$162K -252 -4%
SCA
1748
Sage Capital Advisors
South Dakota
$4.51M -$43.8K -68 -1%
TCOTS
1749
Trust Company of the South
North Carolina
$4.5M
FUBT
1750
First United Bank & Trust
Maryland
$4.5M -$19.3K -30 -0.4%

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.