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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
BWA
476
Beam Wealth Advisors
Louisiana
$69.8M +$2.68M +4,168 +4%
RIM
477
Rakuten Investment Management
Japan
$69.5M +$67.2M +104,287 New
KFP
478
KMG Fiduciary Partners
Ohio
$69.2M +$3.28M +5,086 +5%
CFIA
479
Cantor Fitzgerald Investment Advisors
New York
$69.2M +$1.18M +1,829 +2%
BHWM
480
Bar Harbor Wealth Management
New Hampshire
$69.2M -$1.23M -1,915 -2%
2P
481
26North Partners
New York
$69.1M +$120K +187 +0.2%
KWM
482
KMT Wealth Management
California
$68.8M +$117K +182 +0.2%
BWS
483
Buck Wealth Strategies
Colorado
$68.6M +$5.98M +9,284 +10%
CGA
484
Crescent Grove Advisors
Illinois
$68.3M -$799K -1,240 -1%
IWM
485
IHT Wealth Management
Illinois
$68.3M +$698K +1,083 +1%
SPIA
486
Strategic Point Investment Advisors
Rhode Island
$67.6M +$1.66M +2,578 +3%
CI
487
Conning Inc
Connecticut
$67.3M -$826K -1,282 -1%
Pictet Asset Management
488
Pictet Asset Management
Switzerland
$67.2M +$19.8M +30,720 +44%
SAI
489
Savvy Advisors Inc
New York
$67.2M +$14.1M +21,869 +28%
WS
490
Wela Strategies
Georgia
$67.2M -$2.53M -3,923 -4%
FA
491
Fiducient Advisors
Illinois
$67.2M +$685K +1,064 +1%
BWFA
492
Baltimore-Washington Financial Advisors
Maryland
$67M +$1.71M +2,657 +3%
BA
493
Bristlecone Advisors
Washington
$67M +$2.29M +3,560 +4%
VWA
494
Visionary Wealth Advisors
Illinois
$66.7M +$4.37M +6,789 +7%
SIM
495
SSI Investment Management
California
$66.3M +$4.65M +7,216 +8%
NWP
496
NerdWallet Wealth Partners
New York
$66.2M +$63.8M +99,045 New
VA
497
Vestwell Advisors
New York
$65.8M
CIA
498
Concurrent Investment Advisors
Florida
$65.6M +$5.89M +9,140 +10%
GSWM
499
Golden State Wealth Management
California
$65.6M -$325K -504 -0.5%
CPW
500
Crestmont Private Wealth
Texas
$65.3M -$1.07M -1,659 -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.