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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
1NWS
1776
1 North Wealth Services
Maryland
$4.33M -$199K -309 -5%
FWM
1777
Forza Wealth Management
Florida
$4.32M +$926K +1,438 +29%
MFG
1778
MidWestOne Financial Group
Iowa
$4.32M
FFM
1779
Fullerton Fund Management
Singapore
$4.3M -$4.8M -7,460 -54%
PW
1780
PUREfi Wealth
Massachusetts
$4.28M +$772K +1,198 +23%
AWA
1781
Alta Wealth Advisors
Massachusetts
$4.26M -$3.22K -5 -0.1%
KBFS
1782
Kohmann Bosshard Financial Services
Ohio
$4.25M +$906K +1,406 +28%
T
1783
Tableaux
Massachusetts
$4.25M +$2.03M +3,154 +99%
HIF
1784
Hill Island Financial
Michigan
$4.23M -$10.9K -17 -0.3%
ZIC
1785
ZWJ Investment Counsel
Georgia
$4.22M +$251K +389 +7%
OFS
1786
Oldfather Financial Services
Nebraska
$4.22M -$24.5K -38 -0.6%
BWA
1787
BCU Wealth Advisors
Illinois
$4.22M +$195K +303 +5%
MFF
1788
Michels Family Financial
Texas
$4.21M -$111K -173 -3%
GFA
1789
Gallagher Fiduciary Advisors
Illinois
$4.21M -$144K -223 -3%
OWA
1790
ORBA Wealth Advisors
Illinois
$4.2M
FBT
1791
First Bank & Trust
South Dakota
$4.19M +$210K +326 +5%
FCB
1792
First County Bank
Connecticut
$4.18M
RBC
1793
Romano Brothers & Co
Illinois
$4.17M -$318K -493 -7%
UAG
1794
United Advisor Group
Ohio
$4.17M +$1.97M +3,056 +96%
BPWM
1795
BCS Private Wealth Management
New Jersey
$4.17M -$135K -210 -3%
CSIC
1796
Clifford Swan Investment Counsel
California
$4.15M +$34.8K +54 +0.9%
SCTC
1797
Sanibel Captiva Trust Company
Florida
$4.15M +$375K +583 +10%
TWM
1798
Thrive Wealth Management
Pennsylvania
$4.14M -$76.6K -119 -2%
LCM
1799
Liberty Capital Management
Michigan
$4.14M +$97.3K +151 +3%
AFA
1800
American Financial Advisors
Georgia
$4.13M -$410K -637 -9%

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.