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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
TCWM
1901
Total Clarity Wealth Management
Illinois
$3.44M -$213K -331 -6%
SG
1902
Strid Group
Pennsylvania
$3.44M -$157K -244 -5%
ADL
1903
Asset Dedication LLC
California
$3.43M -$382K -593 -10%
CNBT
1904
Canandaigua National Bank & Trust
New York
$3.43M -$77.9K -121 -2%
ME
1905
McIlrath & Eck
Washington
$3.43M +$21.3K +33 +0.6%
RF
1906
Roxbury Financial
New Jersey
$3.43M -$21.3K -33 -0.6%
EE
1907
EWG Elevate
California
$3.42M +$1.57M +2,432 +91%
BFO
1908
Biltmore Family Office
North Carolina
$3.42M -$1.29K -2 -0%
FAM
1909
Frontier Asset Management
Wyoming
$3.42M -$159K -247 -5%
TPA
1910
Trivium Point Advisory
Connecticut
$3.41M -$2.24M -3,479 -41%
APW
1911
Austin Private Wealth
Texas
$3.41M +$167K +260 +5%
ATWA
1912
Arbor Trust Wealth Advisors
Michigan
$3.4M -$18.7K -29 -0.6%
DCM
1913
Donaldson Capital Management
Indiana
$3.4M +$1.49M +2,308 +83%
AIM
1914
Arcadia Investment Management
Michigan
$3.38M +$58K +90 +2%
ECA
1915
Elevated Capital Advisors
Utah
$3.38M -$341K -530 -9%
HFS
1916
Hughes Financial Services
Virginia
$3.37M -$31.6K -49 -1%
TWP
1917
Triad Wealth Partners
Kansas
$3.37M +$1.26M +1,951 +63%
BPFA
1918
Barnes Pettey Financial Advisors
Mississippi
$3.37M -$52.8K -82 -2%
FM
1919
Family Management
New York
$3.37M -$50.9K -79 -2%
CL
1920
CVFG LLC
Indiana
$3.37M -$29K -45 -0.9%
CFG
1921
Certior Financial Group
Pennsylvania
$3.36M -$306K -475 -9%
CFA
1922
CWS Financial Advisors
Michigan
$3.36M -$50.2K -78 -2%
CAM
1923
Cidel Asset Management
Ontario, Canada
$3.35M
WFAG
1924
Worth Financial Advisory Group
North Carolina
$3.35M -$84.4K -131 -3%
CL
1925
COWA LLC
Oklahoma
$3.34M -$12.2K -19 -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.