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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
FSWA
276
Financial Synergies Wealth Advisors
Texas
$156M -$950K -1,475 -0.6%
CAG
277
Crestwood Advisors Group
Massachusetts
$155M +$65.3M +101,445 +78%
QCG
278
Quadrant Capital Group
Ohio
$155M +$763K +1,184 +0.5%
MFS
279
McNamara Financial Services
Massachusetts
$155M -$682K -1,059 -0.5%
AAG
280
Armstrong Advisory Group
Massachusetts
$155M +$4.23M +6,568 +3%
FNBT
281
FineMark National Bank & Trust
Florida
$154M +$2.99M +4,642 +2%
LGWM
282
Litman Gregory Wealth Management
California
$152M -$929K -1,442 -0.6%
CB
283
Commerce Bank
Missouri
$150M -$748K -1,162 -0.5%
LFG
284
Leverty Financial Group
Wisconsin
$150M -$1.3M -2,016 -0.9%
Financial Engines Advisors
285
Financial Engines Advisors
California
$149M -$5.48M -8,501 -4%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$149M -$28.1M -43,568 -16%
HFBOT
287
Home Federal Bank of Tennessee
Tennessee
$149M -$1.26M -1,950 -0.9%
BOH
288
Bank of Hawaii
Hawaii
$149M -$1.17M -1,812 -0.8%
SPP
289
Single Point Partners
Massachusetts
$148M +$1.78M +2,759 +1%
BC
290
Bricktown Capital
Michigan
$148M +$773K +1,200 +0.5%
AI
291
Atria Investments
North Carolina
$148M -$1.1M -1,711 -0.8%
OIA
292
OneDigital Investment Advisors
Kansas
$147M +$2.49M +3,872 +2%
MA
293
Mutual Advisors
Nebraska
$146M +$16.6M +25,851 +14%
RI
294
RPTC Inc
Wyoming
$145M +$464K +721 +0.3%
PCIA
295
Prime Capital Investment Advisors
Kansas
$142M -$4.32M -6,701 -3%
CAL
296
Capital Analysts LLC
Pennsylvania
$142M +$4.06M +6,300 +3%
SMFG
297
Sumitomo Mitsui Financial Group
Japan
$141M +$135M +210,000 New
MSA
298
Mason Street Advisors
Wisconsin
$140M -$38.8M -60,280 -22%
RIG
299
RiverFront Investment Group
Virginia
$140M +$1.42M +2,205 +1%
HWM
300
HB Wealth Management
Georgia
$139M +$3.42M +5,312 +3%

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.