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iShares Core S&P 500 ETF

3,615 hedge funds and large institutions have $522B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 1,546 increasing their positions, 1,363 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,615
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,146
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
MWM
251
Modera Wealth Management
New Jersey
$178M
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$177M
MFG
253
Merit Financial Group
Georgia
$177M
BBA
254
BLB&B Advisors
Pennsylvania
$174M
AUB
255
Atlantic Union Bankshares
Virginia
$174M
EPA
256
Element Pointe Advisors
Florida
$173M
CWM
257
Calamos Wealth Management
Illinois
$173M
GIM
258
Goelzer Investment Management
Indiana
$172M
GC
259
Grimes & Company
Massachusetts
$171M
PFM
260
Phillips Financial Management
Indiana
$170M
DIP
261
DT Investment Partners
Pennsylvania
$167M
QCM
262
Quantinno Capital Management
New York
$164M
SWM
263
Spire Wealth Management
Virginia
$163M
MFIM
264
Mesirow Financial Investment Management
Illinois
$162M
SP
265
Stairway Partners
Illinois
$162M
MA
266
Montag & Associates
Georgia
$158M
MLIC
267
Mandatum Life Insurance Company
Finland
$158M
BWP
268
BlueStem Wealth Partners
Minnesota
$158M
SF
269
Summit Financial
New Jersey
$157M
VFA
270
Valeo Financial Advisors
Indiana
$157M
FSWA
271
Financial Synergies Wealth Advisors
Texas
$156M
CAG
272
Crestwood Advisors Group
Massachusetts
$155M
QCG
273
Quadrant Capital Group
Ohio
$155M
MFS
274
McNamara Financial Services
Massachusetts
$155M
AAG
275
Armstrong Advisory Group
Massachusetts
$155M