We are live on ! Find out more
IVV icon

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
AWM
1951
Alterna Wealth Management
Texas
$3.21M -$268K -416 -8%
TYCC
1952
Texas Yale Capital Corp
Florida
$3.21M
BFA
1953
Beacon Financial Advisory
Ohio
$3.2M -$3.86K -6 -0.1%
GCM
1954
Generation Capital Management
New York
$3.19M -$16.1K -25 -0.5%
BCM
1955
Birmingham Capital Management
Alabama
$3.19M
AF
1956
Alerus Financial
North Dakota
$3.19M +$12.9K +20 +0.4%
GWA
1957
Gratus Wealth Advisors
Virginia
$3.19M -$18K -28 -0.6%
HAS
1958
HBW Advisory Services
California
$3.18M +$229K +355 +8%
PMA
1959
Prudent Man Advisors
Illinois
$3.17M -$1.3M -2,014 -30%
TF
1960
Tudor Financial
Ohio
$3.17M +$166K +258 +6%
MA
1961
Marquette Associates
Illinois
$3.16M -$20.6M -32,027 -87%
VWM
1962
Valley Wealth Managers
New Jersey
$3.16M -$141K -219 -4%
KCPG
1963
Kavar Capital Partners Group
Kansas
$3.15M -$99.8K -155 -3%
SWA
1964
Sterling Wealth Advisors
Florida
$3.15M
DC
1965
Darrow Company
Massachusetts
$3.15M -$18K -28 -0.6%
SAM
1966
SP Asset Management
California
$3.14M +$318K +493 +12%
DWM
1967
Diversify Wealth Management
Utah
$3.13M +$1.49M +2,309 +103%
SRC
1968
Sage Rhino Capital
California
$3.12M
TWM
1969
Tolleson Wealth Management
Texas
$3.12M
ACA
1970
Ackerman Capital Advisors
Texas
$3.11M
MCM
1971
Mengis Capital Management
Oregon
$3.1M +$2.58K +4 +0.1%
TPWA
1972
TRUE Private Wealth Advisors
Oregon
$3.09M -$61.8K -96 -2%
SRCM
1973
Signature Resources Capital Management
California
$3.09M
LC
1974
Lincoln Capital
Nebraska
$3.09M +$69.6K +108 +2%
CBT
1975
Central Bank & Trust
Kentucky
$3.07M -$496K -770 -14%

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.