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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
CL
501
CLG LLC
California
$65.1M +$7.42M +11,519 +13%
LWA
502
Lineweaver Wealth Advisors
Ohio
$65M +$334K +519 +0.5%
ACA
503
Affinity Capital Advisors
California
$64.9M +$3.22M +5,006 +5%
TCM
504
Towercrest Capital Management
Pennsylvania
$64.8M +$6.13M +9,520 +11%
KPWG
505
KFA Private Wealth Group
Virginia
$64.6M -$255K -396 -0.4%
BOS
506
Bank of Stockton
California
$64.5M +$484K +752 +0.8%
BS
507
Banco Santander
Spain
$64.1M +$2.81M +4,366 +5%
State of Wisconsin Investment Board
508
State of Wisconsin Investment Board
Wisconsin
$64M +$14.9M +23,065 +32%
PIM
509
Parker Investment Management
California
$63.6M +$1.82M +2,825 +3%
TCM
510
Twele Capital Management
Minnesota
$63.2M -$949K -1,473 -2%
PSCM
511
Per Stirling Capital Management
Texas
$63.2M -$1.17M -1,809 -2%
PI
512
Parkside Investments
Illinois
$63M +$356K +552 +0.6%
RFP
513
Roth Financial Partners
Texas
$62.9M +$722K +1,121 +1%
FMN
514
Financial Management Network
California
$62.3M +$727K +1,129 +1%
HCMT
515
Highland Capital Management (Tennessee)
Tennessee
$61.9M -$3.22K -5 -0%
IFG
516
Independent Financial Group
California
$61.4M +$3.71M +5,760 +7%
CI
517
CX Institutional
Indiana
$61.4M +$290K +451 +0.5%
WA
518
Waterford Advisors
New York
$61.2M +$56.8M +88,235 +2,750%
BFA
519
Beaumont Financial Advisors
Massachusetts
$60.9M -$3.96M -6,144 -6%
MT
520
Midwest Trust
Kansas
$60.7M +$1.12M +1,741 +2%
Natixis Advisors
521
Natixis Advisors
Massachusetts
$60.5M +$3.79M +5,880 +7%
MFS
522
Madrona Financial Services
Washington
$60.4M +$804K +1,248 +1%
TWC
523
TD Waterhouse Canada
Ontario, Canada
$60.2M +$12.2M +18,984 +27%
SW
524
Simplicity Wealth
New Jersey
$60.2M -$8.7M -13,502 -13%
OFG
525
Oxford Financial Group
Indiana
$60M -$549K -853 -0.9%

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.