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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
HCM
2151
Howland Capital Management
Massachusetts
$2.23M -$63.1K -98 -3%
FTC
2152
Farmers Trust Company
Ohio
$2.23M -$57.3K -89 -3%
GD
2153
Grandfield & Dodd
New York
$2.23M -$74.1K -115 -3%
RPWA
2154
Regent Peak Wealth Advisors
Georgia
$2.23M +$2.15M +3,333 New
FS
2155
Financial Symmetry
North Carolina
$2.23M -$2.58K -4 -0.1%
CIA
2156
Cape Investment Advisory
Georgia
$2.23M +$334K +518 +18%
RZH
2157
Relyea Zuckerberg Hanson
Connecticut
$2.23M -$51.5K -80 -2%
SWMP
2158
Signature Wealth Management Partners
New Jersey
$2.22M +$8.37K +13 +0.4%
JIR
2159
James Investment Research
Ohio
$2.22M -$24.5K -38 -1%
DFC
2160
DBK Financial Counsel
Ohio
$2.22M -$72.1K -112 -3%
GAM
2161
Griffin Asset Management
New York
$2.22M -$5.8K -9 -0.3%
OWA
2162
Octavia Wealth Advisors
Ohio
$2.22M +$1.02M +1,576 +91%
NSAM
2163
North Star Asset Management
Wisconsin
$2.22M -$116K -180 -5%
CIS
2164
Continental Investors Services
Washington
$2.21M -$354K -550 -14%
BFG
2165
Berger Financial Group
Minnesota
$2.21M +$301K +467 +16%
CAI
2166
Capital Advisors Inc
Oklahoma
$2.21M +$111K +172 +6%
2WWM
2167
21 West Wealth Management
California
$2.2M
YP
2168
YANKCOM Partnership
South Dakota
$2.2M
RIM
2169
Rockbridge Investment Management
New York
$2.2M -$35.4K -55 -2%
FWA
2170
FSC Wealth Advisors
New York
$2.2M +$7.73K +12 +0.4%
MAA
2171
Matrix Asset Advisors
New York
$2.19M +$25.8K +40 +1%
IP
2172
Integras Partners
Georgia
$2.19M +$708K +1,099 +50%
SC
2173
Searle & Co
Connecticut
$2.19M
VAF
2174
Values Added Financial
District of Columbia
$2.19M -$10.9K -17 -0.5%
SCA
2175
Scott Capital Advisors
Oregon
$2.18M +$5.15K +8 +0.2%

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.