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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
NLWP
2351
Next Level Wealth Planning
Idaho
$1.63M +$50.2K +78 +3%
BCV
2352
Banque Cantonale Vaudoise
Switzerland
$1.63M -$54.7K -85 -3%
TLA
2353
Tanglewood Legacy Advisors
Texas
$1.63M +$6.44K +10 +0.4%
WGC
2354
Watts Gwilliam & Co
Arizona
$1.62M +$644 +1 +0%
CPSC
2355
Carl P. Sherr & Co
Massachusetts
$1.62M -$20K -31 -1%
BC
2356
Burney Company
Virginia
$1.62M -$38K -59 -2%
ICCON
2357
Investment Counsel Company of Nevada
Nevada
$1.62M +$185K +288 +14%
WAG
2358
Wallace Advisory Group
California
$1.61M -$1.5M -2,331 -47%
SFA
2359
Seneca Financial Advisors
New York
$1.6M +$1.93K +3 +0.1%
FMTC
2360
Farmers & Merchants Trust Company
California
$1.6M +$55.4K +86 +4%
PWM
2361
Prosperity Wealth Management
California
$1.6M +$264K +410 +21%
FOR
2362
Family Office Research
Maryland
$1.6M +$13.5K +21 +0.9%
CWM
2363
ClientFirst Wealth Management
Arkansas
$1.6M
VCP
2364
Vista Capital Partners
Oregon
$1.6M -$47K -73 -3%
MIFH
2365
Migdal Insurance & Financial Holdings
Israel
$1.6M -$616K -956 -29%
OHIS
2366
Oak Harvest Investment Services
Texas
$1.6M +$8.37K +13 +0.5%
OFS
2367
OneAscent Financial Services
Alabama
$1.59M -$292K -454 -16%
BFA
2368
Brown Financial Advisory
Alabama
$1.59M -$10.3K -16 -0.7%
MIG
2369
McGuire Investment Group
Rhode Island
$1.59M +$1.29K +2 +0.1%
NCM
2370
NCM Capital Management
New Jersey
$1.58M -$321K -498 -17%
IPA
2371
Investment Planning Advisors
Georgia
$1.58M +$889K +1,380 +141%
GAA
2372
Guardian Asset Advisors
Pennsylvania
$1.58M -$18.7K -29 -1%
SWM
2373
Sterling Wealth Management
Illinois
$1.57M -$108K -167 -7%
MKW
2374
Mullaney, Keating & Wright
Connecticut
$1.57M +$12.2K +19 +0.8%
FA
2375
Fiduciary Alliance
South Carolina
$1.57M +$38K +59 +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.