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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
YWM
826
Yukon Wealth Management
Kansas
$27.8M -$562K -872 -2%
FG
827
Fairman Group
Pennsylvania
$27.8M +$2.18M +3,389 +9%
KWS
828
Keystone Wealth Services
California
$27.8M -$6.91M -10,724 -21%
NGA
829
Naples Global Advisors
Florida
$27.7M -$255K -396 -0.9%
EWM
830
Evermay Wealth Management
Virginia
$27.6M -$916K -1,423 -3%
WHCFA
831
William Howard & Co Financial Advisors
Tennessee
$27.6M -$1.41M -2,188 -5%
TIAAOA
832
Teachers Insurance & Annuity Association of America
New York
$27.5M -$12.2K -19 -0%
NFG
833
Nadler Financial Group
Illinois
$27.5M +$711K +1,104 +3%
FLP
834
Financial Life Planners
Arizona
$27.4M +$1,000K +1,552 +4%
BHIA
835
Birch Hill Investment Advisors
Massachusetts
$27.4M -$180K -280 -0.7%
IWP
836
IAG Wealth Partners
Wisconsin
$27.4M -$1.78M -2,759 -6%
BIAS
837
Beacon Investment Advisory Services
New Jersey
$27.4M -$1.85M -2,874 -7%
AC
838
AMS Capital
Brazil
$27.3M -$10.5M -16,234 -28%
CST
839
Charles Schwab Trust
Nevada
$27.2M -$133K -207 -0.5%
RWMH
840
Riverpoint Wealth Management Holdings
Illinois
$27.2M +$210K +326 +0.8%
LWM
841
Liberty Wealth Management
California
$26.9M +$269K +418 +1%
NRW
842
Nova R Wealth
Kansas
$26.9M -$45.1K -70 -0.2%
VWM
843
Vivid Wealth Management
Iowa
$26.8M -$1.28M -1,982 -5%
WDG
844
Wealth Dimensions Group
Ohio
$26.7M +$188K +292 +0.7%
EIA
845
Eldridge Investment Advisors
New Hampshire
$26.7M -$10.8M -16,701 -30%
WIM
846
WealthPlan Investment Management
Nebraska
$26.7M +$19M +29,486 +285%
HI
847
Human Investing
Oregon
$26.7M +$346K +538 +1%
AWA
848
American Wealth Advisors
Georgia
$26.6M +$25.6M +39,736 New
MAG
849
MRA Advisory Group
New Jersey
$26.5M -$5.42M -8,415 -18%
CG
850
Cynosure Group
Utah
$26.5M -$3.36M -5,218 -12%

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.