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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
AWMM
1201
Aegis Wealth Management (Maryland)
Maryland
$12.5M
FCA
1202
Fortis Capital Advisors
Kansas
$12.5M
OWCM
1203
One Wealth Capital Management
Arizona
$12.4M
EA
1204
Everpar Advisors
Oklahoma
$12.4M
IIC
1205
Integrated Investment Consultants
Michigan
$12.4M
CASB
1206
Cape Ann Savings Bank
Massachusetts
$12.4M
HGWM
1207
Horst & Graben Wealth Management
Oregon
$12.4M
VBA
1208
von Borstel & Associates
Oregon
$12.3M
LI
1209
Louisbourg Investments
New Brunswick, Canada
$12.3M
TW
1210
TritonPoint Wealth
Maryland
$12.3M
WG
1211
Welch Group
Alabama
$12.2M
GKIM
1212
GW&K Investment Management
Massachusetts
$12.2M
MPW
1213
MA Private Wealth
California
$12.2M
BW
1214
BIP Wealth
Georgia
$12.2M
UB
1215
Umpqua Bank
Oregon
$12.1M
RDWM
1216
Red Door Wealth Management
Tennessee
$12.1M
TVM
1217
True Vision MN
Minnesota
$12.1M
BCWM
1218
Bartlett & Co Wealth Management
Ohio
$12.1M
TCA
1219
Transcend Capital Advisors
New Jersey
$12.1M
SB
1220
Simmons Bank
Arkansas
$12M
NAS
1221
Nicolet Advisory Services
Wisconsin
$12M
AWA
1222
Archvest Wealth Advisors
California
$12M
HIA
1223
Harbor Investment Advisory
Maryland
$12M
CA
1224
Claro Advisors
Massachusetts
$11.9M
LCOV
1225
London Company of Virginia
Virginia
$11.9M