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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
KA
876
Kovack Advisors
Florida
$25.5M -$18M -28,022 -42%
KFSC
877
Keystone Financial Services (Colorado)
Colorado
$25.4M -$261K -406 -1%
VWA
878
VERITY Wealth Advisors
United States
$25.3M
SVWG
879
Shared Vision Wealth Group
United States
$25.3M -$416K -646 -2%
FW
880
Fairway Wealth
Ohio
$25.2M +$2.96M +4,593 +14%
RWIA
881
Roger Wittlin Investment Advisory
California
$25.2M -$2.24M -3,474 -8%
DI
882
DAGCO Inc
Ohio
$25.2M +$1.72M +2,675 +8%
SIAM
883
Sterling Investment Advisors (Missouri)
Missouri
$25.2M -$1.55M -2,404 -6%
CIP
884
Capital Insight Partners
Arizona
$25.2M +$4.6M +7,148 +23%
VFPW
885
Vantage Financial Partners (Wisconsin)
Wisconsin
$25.1M -$299K -464 -1%
RIA
886
Richwood Investment Advisors
Ohio
$25.1M +$322K +500 +1%
LT
887
Legacy Trust
Michigan
$25M +$916K +1,423 +4%
TGAM
888
TBH Global Asset Management
Tennessee
$25M -$532M -825,830 -96%
DPI
889
Diversified Portfolios Inc
Michigan
$24.9M -$463K -719 -2%
BFS
890
Bradley Foster & Sargent
Connecticut
$24.8M +$876K +1,360 +4%
SCA
891
Southern Capital Advisors
Tennessee
$24.8M +$529K +821 +2%
FFW
892
Fusion Family Wealth
New York
$24.8M -$89.5K -139 -0.4%
WPW
893
Waldron Private Wealth
Pennsylvania
$24.7M +$1.84M +2,856 +8%
PCA
894
Peddock Capital Advisors
Massachusetts
$24.7M +$383K +594 +2%
CFS
895
Commonwealth Financial Services
West Virginia
$24.6M +$4.72M +7,332 +25%
OWA
896
One Wealth Advisors
California
$24.6M -$20.6K -32 -0.1%
MW
897
Members Wealth
Pennsylvania
$24.5M +$23.5M +36,527 New
CWA
898
CM Wealth Advisors
Ohio
$24.5M +$8.74M +13,577 +59%
HWA
899
Hilltop Wealth Advisors
North Carolina
$24.3M +$880K +1,367 +4%
FPAS
900
Focus Partners Advisor Solutions
Missouri
$24.2M +$3.69M +5,732 +19%

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.