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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
LWM
2901
LJI Wealth Management
Indiana
$628K
SIG
2902
Spinnaker Investment Group
California
$627K
AAS
2903
AdviceOne Advisory Services
Connecticut
$625K
MWM
2904
Mascagni Wealth Management
Mississippi
$624K
RFA
2905
Reyes Financial Architecture
California
$622K
NA
2906
Nestegg Advisors
New York
$622K
SHWM
2907
Smith & Howard Wealth Management
Georgia
$622K
T
2908
Tidemark
California
$621K
GFWA
2909
Grey Fox Wealth Advisors
Delaware
$620K
BFS
2910
Beacon Financial Strategies
North Carolina
$619K
TSW
2911
Thompson Siegel & Walmsley
Virginia
$618K
MSWM
2912
Mowery & Schoenfeld Wealth Management
Illinois
$617K
PMG
2913
Private Management Group
California
$613K
LCM
2914
LVM Capital Management
Michigan
$613K
WH
2915
Willner & Heller
California
$613K
MPCG
2916
Matrix Private Capital Group
New York
$612K
EA
2917
Eclectic Associates
California
$612K
M
2918
MATAURO
New York
$610K
MSFP
2919
Mark Sheptoff Financial Planning
Connecticut
$610K
AWA
2920
A4 Wealth Advisors
North Carolina
$608K
AMBIA
2921
Allen Mooney & Barnes Investment Advisors
Georgia
$608K
JWM
2922
Jacksonville Wealth Management
Florida
$608K
AWM
2923
Atticus Wealth Management
Florida
$607K
JAA
2924
Joel Adams & Associates
North Carolina
$607K
AWA
2925
Acorn Wealth Advisors
Michigan
$605K