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iShares Core S&P 500 ETF

3,625 hedge funds and large institutions have $523B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 1,550 increasing their positions, 1,368 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,625
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,150
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.17B
Puts
$1.9B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWG
2501
Balanced Wealth Group
Ohio
$1.2M
SFP
2502
SwitchPoint Financial Planning
Utah
$1.19M
CBB
2503
Citizens Business Bank
California
$1.19M
AP
2504
Atwood & Palmer
Missouri
$1.19M
APIM
2505
Agate Pass Investment Management
Washington
$1.19M
JSAM
2506
J. Safra Asset Management
New York
$1.19M
RPA
2507
Rock Point Advisors
Vermont
$1.18M
CSPIA
2508
Cary Street Partners Investment Advisory
Virginia
$1.18M
SAM
2509
Sequent Asset Management
Texas
$1.18M
PWP
2510
Principle Wealth Partners
Connecticut
$1.18M
BDFN
2511
Bond & Devick Financial Network
Minnesota
$1.17M
BF
2512
Brooklyn FI
New York
$1.17M
RAS
2513
RPS Advisory Solutions
Kentucky
$1.16M
CG
2514
CFO4Life Group
Texas
$1.16M
APP
2515
Avantax Planning Partners
Iowa
$1.16M
VH
2516
Visionary Horizons
Tennessee
$1.16M
PAG
2517
Poinciana Advisors Group
Florida
$1.16M
RIL
2518
Rothschild Investment LLC
Illinois
$1.16M
HWM
2519
Horizon Wealth Management
Illinois
$1.15M
SPL
2520
Smart Portfolios LLC
Washington
$1.15M
RTC
2521
Real Talk Capital
Tennessee
$1.15M
MWA
2522
Merkkuri Wealth Advisors
New York
$1.15M
RB
2523
Renasant Bank
Mississippi
$1.15M
MFGM
2524
Marshall Financial Group (Maryland)
Maryland
$1.15M
MFWP
2525
Mosaic Family Wealth Partners
Missouri
$1.15M