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iShares Core S&P 500 ETF

3,651 hedge funds and large institutions have $524B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 170 funds opening new positions, 1,560 increasing their positions, 1,377 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,651
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,162
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
SWA
1001
Sax Wealth Advisors
New Jersey
$19.3M
CFFNO
1002
Common Fund For Nonprofit Organizations
Connecticut
$19.3M
PCA
1003
Pallas Capital Advisors
Massachusetts
$19.3M
CFS
1004
CRA Financial Services
New Jersey
$19.3M
NWM
1005
NRI Wealth Management
California
$19.3M
WB
1006
WesBanco Bank
West Virginia
$19.2M
CT
1007
Caldwell Trust
Florida
$19.2M
CFS
1008
Coordinated Financial Services
Colorado
$19.2M
PI
1009
PJT Investments
$19.1M
CTA
1010
Chesley Taft & Associates
Illinois
$19.1M
IAA
1011
Independent Advisor Alliance
North Carolina
$19M
SWA
1012
Stratos Wealth Advisors
Ohio
$18.8M
TNBTD
1013
Trustmark National Bank Trust Department
Mississippi
$18.8M
NAS
1014
NWF Advisory Services
California
$18.7M
RA
1015
RFG Advisory
Alabama
$18.5M
FLC
1016
Fifth Lane Capital
Texas
$18.4M
Legacy Financial Group (Iowa)
1017
Legacy Financial Group (Iowa)
Iowa
$18.4M
BWM
1018
BCGM Wealth Management
Indiana
$18.3M
I
1019
INVST
Indiana
$18.2M
AC
1020
AlphaCore Capital
California
$18.2M
BIP
1021
Blueprint Investment Partners
North Carolina
$18.2M
MBT
1022
Montecito Bank & Trust
California
$18.1M
KG
1023
Kilter Group
New York
$18.1M
UCB
1024
United Community Bank
South Carolina
$18.1M
GIC
1025
Generali Investments CEE
Czech Republic
$18.1M