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iShares Core S&P 500 ETF

3,660 hedge funds and large institutions have $525B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,566 increasing their positions, 1,377 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,660
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,166
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
PCP
701
Panoramic Capital Partners
Oregon
$38M
ZRP
702
Zynergy Retirement Planning
New Jersey
$38M
MFA
703
Mayflower Financial Advisors
Massachusetts
$38M
IWM
704
Integris Wealth Management
California
$37.9M
PMWMG
705
Parr McKnight Wealth Management Group
Minnesota
$37.8M
DJYG
706
David J. Yvars Group
Florida
$37.8M
SSWM
707
Sheets Smith Wealth Management
North Carolina
$37.8M
MOS
708
MGO One Seven
Ohio
$37.6M
PPW
709
PACK Private Wealth
Minnesota
$37.4M
CT
710
Coastline Trust
Rhode Island
$37.3M
CTA
711
Camelot Technology Advisors
California
$37.2M
MWA
712
Monograph Wealth Advisors
California
$37.2M
WA
713
Wealth Alliance
New York
$37.1M
IA
714
IFP Advisors
Florida
$36.1M
FB
715
Fulton Bank
Pennsylvania
$36.1M
FA
716
Fountainhead AM
New Jersey
$35.9M
EWA
717
Exencial Wealth Advisors
Oklahoma
$35.7M
SWA
718
SFMG Wealth Advisors
Texas
$35.6M
ICMM
719
Integrated Capital Management (Michigan)
Michigan
$35.6M
KCM
720
Kanawha Capital Management
Virginia
$35.5M
DW
721
Durante & Waters
New York
$35.3M
GCA
722
Gradient Capital Advisors
California
$35.1M
CCT
723
Chemung Canal Trust
New York
$34.9M
SIA
724
Soltis Investment Advisors
Utah
$34.9M
PFPT
725
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.9M