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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
RSWM
326
Robertson Stephens Wealth Management
California
$123M -$12.1M -18,748 -9%
RWP
327
RWA Wealth Partners
Massachusetts
$122M -$4.34M -6,739 -4%
CFP
328
Catalyst Financial Partners
Massachusetts
$122M +$2.94M +4,558 +3%
WAG
329
Winthrop Advisory Group
Massachusetts
$121M +$2.25M +3,495 +2%
IA
330
Integrity Alliance
Iowa
$119M +$9.91M +15,386 +9%
PFA
331
Pure Financial Advisors
California
$119M +$2.09M +3,241 +2%
CWMK
332
Caliber Wealth Management (Kansas)
Kansas
$118M +$14.4M +22,282 +14%
Janus Henderson Group
333
Janus Henderson Group
United Kingdom
$118M +$19.3M +30,031 +20%
AA
334
ALPS Advisors
Colorado
$117M -$1.26M -1,955 -1%
BMCM
335
Bryn Mawr Capital Management
Pennsylvania
$116M +$5.15M +7,992 +5%
IC
336
IEQ Capital
California
$115M +$14.3M +22,169 +15%
MB
337
Mizuho Bank
Japan
$115M +$52.8M +82,000 +91%
TWG
338
The Wealth Group
Minnesota
$115M -$10.6M -16,448 -9%
CFO
339
Callan Family Office
Pennsylvania
$115M -$8.63M -13,392 -7%
ACM
340
Advisors Capital Management
New Jersey
$115M +$8.57M +13,300 +8%
SYBT
341
Stock Yards Bank & Trust
Kentucky
$114M +$3.85M +5,976 +4%
BCM
342
Brookstone Capital Management
Illinois
$113M -$466K -723 -0.4%
DADC
343
D.A. Davidson & Co
Montana
$113M -$68.9K -107 -0.1%
KWMG
344
King Wealth Management Group
Florida
$113M +$3.3M +5,128 +3%
FMWA
345
Forvis Mazars Wealth Advisors
Missouri
$113M +$1.82M +2,825 +2%
FCFC
346
First Commonwealth Financial Corp
Pennsylvania
$113M +$259K +402 +0.2%
PWM
347
Perigon Wealth Management
California
$112M -$10.3M -16,070 -9%
CAM
348
Chandler Asset Management
California
$112M +$13.5M +20,885 +14%
MCWS
349
McKinley Carter Wealth Services
West Virginia
$112M +$622K +965 +0.6%
IAN
350
Integrated Advisors Network
Texas
$111M +$1.75M +2,719 +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.