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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
PFA
776
Pettinga Financial Advisors
Indiana
$31M -$539K -837 -2%
PCS
777
Private Client Services
Kentucky
$31M +$6.76M +10,499 +29%
CFGF
778
Compass Financial Group (Florida)
Florida
$30.9M -$1.71M -2,656 -5%
PCM
779
Pennsylvania Capital Management
Pennsylvania
$30.9M +$578K +898 +2%
VCP
780
Verus Capital Partners
Arizona
$30.8M -$251K -389 -0.8%
ACA
781
Aptus Capital Advisors
Alabama
$30.8M -$970K -1,506 -3%
MWM
782
Meridian Wealth Management
Kentucky
$30.8M -$522K -810 -2%
BEI
783
Benjamin Edwards Inc
Missouri
$30.7M +$726K +1,128 +3%
SCP
784
Silverleafe Capital Partners
Tennessee
$30.6M +$3.22M +5,003 +12%
AM
785
Atwater Malick
Pennsylvania
$30.6M +$6.38M +9,902 +28%
BAS
786
Breakthru Advisory Services
Wisconsin
$30.3M +$11M +17,032 +60%
WP
787
WealthShield Partners
North Carolina
$30.2M -$779K -1,210 -3%
Citadel Advisors
788
Citadel Advisors
Florida
$30.2M +$18M +27,931 +163%
SFP
789
Shepherd Financial Partners
Massachusetts
$30.1M -$44.4K -69 -0.2%
PAMG
790
Patton Albertson Miller Group
Tennessee
$30.1M -$726K -1,128 -2%
SA
791
Sovran Advisors
California
$30M +$1.84M +2,854 +7%
Nomura Asset Management
792
Nomura Asset Management
Japan
$30M -$6.42M -9,975 -18%
MTC
793
Matrix Trust Company
Colorado
$30M -$555K -861 -2%
AWG
794
Altus Wealth Group
Colorado
$29.8M +$660K +1,025 +2%
FDP
795
Financiere des Professionnels
Quebec, Canada
$29.7M +$837K +1,300 +3%
GBT
796
Grove Bank & Trust
Florida
$29.7M +$2.93M +4,551 +11%
SW
797
SVB Wealth
Massachusetts
$29.6M -$3.85M -5,975 -12%
AWA
798
Adapt Wealth Advisors
Georgia
$29.5M -$440K -683 -2%
MNBTD
799
Moody National Bank Trust Division
Texas
$29.4M +$86.9K +135 +0.3%
APW
800
Acima Private Wealth
Virginia
$29.2M +$929K +1,442 +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.