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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
UW
526
Unique Wealth
Florida
$59.7M -$5.99M -9,302 -9%
SFA
527
Sequoia Financial Advisors
Ohio
$59.7M +$567K +881 +1%
RhumbLine Advisers
528
RhumbLine Advisers
Massachusetts
$59.5M +$4.82M +7,481 +9%
AA
529
Ancora Advisors
Ohio
$59.2M +$161K +250 +0.3%
RL
530
Rogco LP
Oklahoma
$59.1M +$1.79M +2,787 +3%
BAM
531
Beaumont Asset Management
Texas
$58.8M +$1.02M +1,585 +2%
Rafferty Asset Management
532
Rafferty Asset Management
New York
$58.6M
MSA
533
Marino Stram & Associates
Massachusetts
$58.3M +$936K +1,453 +2%
BOCM
534
Bontempo Ohly Capital Management
Maryland
$58.2M -$23.8K -37 -0%
ST
535
Smithfield Trust
Pennsylvania
$58.2M -$632K -982 -1%
AWM
536
AAF Wealth Management
Massachusetts
$58M +$1.21M +1,875 +2%
DE
537
Diversified Enterprises
Delaware
$57.9M +$101K +157 +0.2%
BSSFA
538
Baron Silver Stevens Financial Advisors
Florida
$57.7M +$3.03M +4,697 +6%
FG
539
Foster Group
Iowa
$57.6M +$2.17M +3,372 +4%
HI
540
Harbour Investments
Wisconsin
$57.6M +$929K +1,442 +2%
CGFA
541
Colton Groome Financial Advisors
North Carolina
$57.5M +$2.82M +4,377 +5%
BA
542
Bluesphere Advisors
Pennsylvania
$57.4M -$1.87M -2,897 -3%
SHJ
543
Sharkey, Howes & Javer
Colorado
$57.3M +$3.44M +5,339 +7%
FTS
544
Fifth Third Securities
Ohio
$57.2M +$2.68M +4,156 +5%
AAS
545
Ameritas Advisory Services
Nebraska
$57.1M +$43.1M +66,911 +362%
BWP
546
Bernardo Wealth Planning
Pennsylvania
$57.1M +$2.12M +3,288 +4%
EA
547
Enclave Advisors
Texas
$57M -$1.2M -1,860 -2%
CPBTD
548
Central Pacific Bank - Trust Division
Hawaii
$56.8M +$3.83M +5,946 +8%
MWC
549
MKD Wealth Coaches
Michigan
$56.7M -$879K -1,365 -2%
CWM
550
Cranbrook Wealth Management
Michigan
$56.7M -$365K -566 -0.7%

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.