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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
MAV
1851
Mason & Associates (Virginia)
Virginia
$3.62M
TP
1852
Tranquility Partners
Tennessee
$3.62M
GJWM
1853
Gilliland Jeter Wealth Management
Arkansas
$3.61M
NRG
1854
Nemes Rush Group
Michigan
$3.61M
HFRG
1855
Houlihan Financial Resource Group
Virginia
$3.6M
DWA
1856
Delta Wealth Advisors
Indiana
$3.6M
SDWMA
1857
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.59M
MIM
1858
Montgomery Investment Management
Maryland
$3.59M
MWM
1859
Maridea Wealth Management
New York
$3.59M
LSA
1860
Lansing Street Advisors
Pennsylvania
$3.59M
AW
1861
Alaethes Wealth
Nevada
$3.59M
NCG
1862
Newport Capital Group
New Jersey
$3.58M
RCM
1863
Ridgepath Capital Management
Tennessee
$3.57M
BWA
1864
Blodgett Wealth Advisors
California
$3.56M
MYIA
1865
Mount Yale Investment Advisors
Colorado
$3.56M
JFGLC
1866
Johnson Financial Group LLC (Colorado)
Colorado
$3.56M
DF
1867
Dunhill Financial
United Kingdom
$3.54M
FWA
1868
FSM Wealth Advisors
Ohio
$3.54M
GSIS
1869
Global Strategic Investment Solutions
Arizona
$3.51M
CWM
1870
Centric Wealth Management
Illinois
$3.51M
Connor, Clark & Lunn Investment Management (CC&L)
1871
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.51M
CI
1872
Ceera Investments
Texas
$3.5M
MJRIC
1873
Mogy Joel R Investment Counsel
California
$3.5M
AIA
1874
Arcadia Investment Advisors
Idaho
$3.49M
PCH
1875
PGIM Custom Harvest
New Jersey
$3.49M