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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
EF
2076
Envision Financial
Wisconsin
$2.56M -$1.93K -3 -0.1%
TF
2077
Tompkins Financial
New York
$2.56M +$32.8K +51 +1%
C1AG
2078
Client 1st Advisory Group
Florida
$2.56M
FC
2079
Financial Consulate
Maryland
$2.55M -$33.5K -52 -1%
CCA
2080
Cobblestone Capital Advisors
New York
$2.55M -$191K -296 -7%
FW
2081
FullCircle Wealth
Texas
$2.55M +$228K +354 +10%
BTWM
2082
Baker Tilly Wealth Management
Wisconsin
$2.54M -$36.7K -57 -1%
RIS
2083
Richmond Investment Services
Wisconsin
$2.5M +$166K +257 +7%
RFA
2084
Resurgent Financial Advisors
Georgia
$2.5M -$224K -348 -9%
WAM
2085
Weatherly Asset Management
California
$2.5M +$18K +28 +0.8%
FAI
2086
Fiduciary Advisors Inc
Missouri
$2.5M +$106K +164 +5%
TCBWMS
2087
Texas Capital Bank Wealth Management Services
Texas
$2.49M +$605K +939 +34%
BFP
2088
Briaud Financial Planning
Texas
$2.49M +$58K +90 +2%
MA
2089
MONECO Advisors
Connecticut
$2.49M +$1.29K +2 +0.1%
AWA
2090
ARQ Wealth Advisors
Arizona
$2.48M +$245K +381 +11%
MWM
2091
Maripau Wealth Management
Indiana
$2.48M -$526K -816 -18%
SB
2092
Sunflower Bank
Texas
$2.48M
LSA
2093
Lion Street Advisors
Texas
$2.46M -$745K -1,156 -18%
NW
2094
Naviter Wealth
Arkansas
$2.46M
GJIA
2095
Glass Jacobson Investment Advisors
Maryland
$2.45M -$59.9K -93 -2%
SPWM
2096
Schrum Private Wealth Management
Florida
$2.44M +$14.2K +22 +0.6%
CFD
2097
Creative Financial Designs
Indiana
$2.44M -$367K -570 -14%
SWM
2098
StoneCrest Wealth Management
Arizona
$2.43M -$88.2K -137 -4%
ACI
2099
Alpha Cubed Investments
California
$2.43M +$49.6K +77 +2%
ACM
2100
Aspen Capital Management
Idaho
$2.43M

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.