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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
WLPWM
2001
Walled Lake Planning & Wealth Management
Illinois
$2.97M -$96K -149 -3%
AO
2002
Advisor OS
Illinois
$2.97M +$71.5K +111 +3%
MCM
2003
Mainstream Capital Management
California
$2.97M -$54.1K -84 -2%
CCA
2004
Clearwater Capital Advisors
Illinois
$2.96M -$5.15K -8 -0.2%
EAM
2005
Empirical Asset Management
Massachusetts
$2.95M +$11.6K +18 +0.4%
BMO
2006
Beck Mack & Oliver
New York
$2.95M
PCMH
2007
Polymer Capital Management (HK)
Hong Kong
$2.94M
PIA
2008
Panoramic Investment Advisors
Colorado
$2.93M +$32.2K +50 +1%
AWM
2009
Angeles Wealth Management
California
$2.91M +$616K +956 +28%
GCM
2010
Gallacher Capital Management
Colorado
$2.91M -$61.2K -95 -2%
RIA
2011
Retirement Investment Advisors
Oklahoma
$2.91M +$2.8M +4,348 New
LWANC
2012
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.9M -$61.8K -96 -2%
CTI
2013
Community Trust & Investment
Kentucky
$2.89M +$639K +992 +30%
PCM
2014
Park Capital Management
Wisconsin
$2.88M -$124K -193 -4%
IA
2015
Inspire Advisors
Idaho
$2.88M +$259K +402 +10%
CA
2016
CapWealth Advisors
Tennessee
$2.87M -$9.66K -15 -0.3%
LI
2017
LifeWealth Investments
Florida
$2.87M +$111K +172 +4%
UCMOK
2018
United Capital Management of KS
Kansas
$2.87M -$94K -146 -3%
ACS
2019
Archford Capital Strategies
Illinois
$2.86M -$644 -1 -0%
SMWM
2020
Silvia McColl Wealth Management
California
$2.86M
OAS
2021
Optivise Advisory Services
Tennessee
$2.86M -$3.79M -5,883 -58%
TD Asset Management
2022
TD Asset Management
Ontario, Canada
$2.85M -$160K -249 -6%
WE
2023
Wealth Effects
Massachusetts
$2.85M +$3.22K +5 +0.1%
KFI
2024
Key Financial Inc
Pennsylvania
$2.85M +$231K +359 +9%
FA
2025
Fedenia Advisers
Wisconsin
$2.85M +$1.17M +1,819 +75%

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.