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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
CWAG
2701
Compton Wealth Advisory Group
Virginia
$862K
HIP
2702
Harrell Investment Partners
Texas
$861K
CWM
2703
Chemistry Wealth Management
New York
$860K
CCA
2704
Conservest Capital Advisors
Pennsylvania
$857K
TA
2705
Tactive Advisors
Florida
$855K
HCM
2706
Hillman Capital Management
Maryland
$855K
FFP
2707
FourThought Financial Partners
Florida
$854K
SLWA
2708
San Luis Wealth Advisors
California
$853K
KWM
2709
Kassira Wealth Management
Tennessee
$852K
GCP
2710
Gill Capital Partners
Colorado
$850K
WCAMG
2711
Woodard & Company Asset Management Group
North Carolina
$849K
PAWA
2712
Palo Alto Wealth Advisors
California
$849K
TFA
2713
TPG Financial Advisors
Oregon
$849K
CWM
2714
Collaborative Wealth Management
Florida
$846K
AV
2715
Aspiring Ventures
Ohio
$846K
CISOA
2716
Capital Investment Services of America
Wisconsin
$846K
SWM
2717
SpringVest Wealth Management
Texas
$845K
FFA
2718
Florida Financial Advisors
Florida
$844K
CF
2719
Convergence Financial
Missouri
$843K
HWM
2720
Horizons Wealth Management
North Carolina
$842K
CFSG
2721
Community Financial Services Group
Vermont
$839K
SFWC
2722
Strategic Family Wealth Counselors
New Jersey
$837K
FIM
2723
Freedom Investment Management
Connecticut
$836K
BWM
2724
BCS Wealth Management
Tennessee
$835K
SWM
2725
Shakespeare Wealth Management
Wisconsin
$835K