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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
CFA
1901
CWS Financial Advisors
Michigan
$3.36M
CAM
1902
Cidel Asset Management
Ontario, Canada
$3.35M
WFAG
1903
Worth Financial Advisory Group
North Carolina
$3.35M
CL
1904
COWA LLC
Oklahoma
$3.34M
PCMF
1905
Private Capital Management (Florida)
Florida
$3.32M
FCM
1906
Firestone Capital Management
Florida
$3.3M
RCWMU
1907
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.3M
WF
1908
Warner Financial
Maryland
$3.3M
CF
1909
Centaurus Financial
California
$3.3M
PWM
1910
PMG Wealth Management
Illinois
$3.29M
GFPC
1911
Global Financial Private Client
Florida
$3.29M
KAM
1912
Knightsbridge Asset Management
California
$3.29M
IP
1913
Investment Partners
Ohio
$3.28M
FFWA
1914
Forthright Family Wealth Advisory
Texas
$3.27M
HWM
1915
Howard Wealth Management
Connecticut
$3.27M
SA
1916
SRH Advisors
Kansas
$3.27M
FCM
1917
Fortis Capital Management
Washington
$3.26M
MWM
1918
Melfa Wealth Management
Massachusetts
$3.26M
EAM
1919
Evanson Asset Management
California
$3.25M
SPC
1920
Spirepoint Private Client
Florida
$3.24M
CSC
1921
Caldwell Sutter Capital
California
$3.24M
RFG
1922
REAP Financial Group
Texas
$3.24M
CCA
1923
Clarity Capital Advisors
Florida
$3.23M
MGW
1924
MB Generational Wealth
Washington
$3.23M
PPA
1925
Painted Porch Advisors
California
$3.23M