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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
EA
2026
Efficient Advisors
Ohio
$2.8M -$383K -594 -12%
PWA
2027
PCG Wealth Advisors
Kansas
$2.8M +$74.7K +116 +3%
EWS
2028
Evergreen Wealth Solutions
Pennsylvania
$2.79M +$213K +331 +9%
WSWA
2029
Warren Street Wealth Advisors
California
$2.79M +$57.3K +89 +2%
FWTB
2030
First Western Trust Bank
Colorado
$2.78M -$772K -1,199 -22%
HPC
2031
Hobart Private Capital
North Carolina
$2.77M -$644 -1 -0%
FWP
2032
Falcon Wealth Planning
California
$2.77M +$9.66K +15 +0.4%
PPC
2033
Pennington Partners & Co
Maryland
$2.77M +$88.9K +138 +3%
SMH
2034
Sanders Morris Harris
Texas
$2.76M +$2.19M +3,394 +462%
AFG
2035
Allegheny Financial Group
Pennsylvania
$2.76M +$150K +233 +6%
RPCA
2036
Running Point Capital Advisors
California
$2.75M +$491K +762 +23%
CFB
2037
Cullen/Frost Bankers
Texas
$2.75M +$568K +882 +27%
IAA
2038
Ironsides Asset Advisors
North Carolina
$2.74M
OA
2039
Operose Advisors
Wisconsin
$2.74M +$56K +87 +2%
MCA
2040
Magnolia Capital Advisors
Mississippi
$2.73M -$68.3K -106 -3%
FA
2041
FF Advisors
California
$2.73M -$74.7K -116 -3%
WCM
2042
Wealthcare Capital Management
Virginia
$2.73M -$42.5K -66 -2%
NAM
2043
NTV Asset Management
West Virginia
$2.72M -$40.6K -63 -2%
CCA
2044
Carrera Capital Advisors
Michigan
$2.72M -$606K -941 -19%
CCM
2045
Cohen Capital Management
California
$2.71M -$22.5K -35 -0.9%
VST
2046
Van Strum & Towne
California
$2.71M -$94K -146 -3%
FA
2047
Forefront Analytics
Pennsylvania
$2.71M -$240K -373 -8%
CA
2048
CGN Advisors
Kansas
$2.69M +$2.58K +4 +0.1%
GSIAS
2049
Garden State Investment Advisory Services
New Jersey
$2.69M -$14.2K -22 -0.5%
OCG
2050
Opus Capital Group
Ohio
$2.69M -$27.7K -43 -1%

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.