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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
GWA
1951
Gratus Wealth Advisors
Virginia
$3.19M
HAS
1952
HBW Advisory Services
California
$3.18M
PMA
1953
Prudent Man Advisors
Illinois
$3.17M
TF
1954
Tudor Financial
Ohio
$3.17M
MA
1955
Marquette Associates
Illinois
$3.16M
VWM
1956
Valley Wealth Managers
New Jersey
$3.16M
KCPG
1957
Kavar Capital Partners Group
Kansas
$3.15M
SWA
1958
Sterling Wealth Advisors
Florida
$3.15M
DC
1959
Darrow Company
Massachusetts
$3.15M
SAM
1960
SP Asset Management
California
$3.14M
DWM
1961
Diversify Wealth Management
Utah
$3.13M
SRC
1962
Sage Rhino Capital
California
$3.12M
TWM
1963
Tolleson Wealth Management
Texas
$3.12M
ACA
1964
Ackerman Capital Advisors
Texas
$3.11M
MCM
1965
Mengis Capital Management
Oregon
$3.1M
TPWA
1966
TRUE Private Wealth Advisors
Oregon
$3.09M
SRCM
1967
Signature Resources Capital Management
California
$3.09M
LC
1968
Lincoln Capital
Nebraska
$3.09M
CBT
1969
Central Bank & Trust
Kentucky
$3.07M
MHC
1970
Meyer Handelman Company
New York
$3.07M
MWC
1971
MBM Wealth Consultants
Missouri
$3.07M
ULWM
1972
Upper Left Wealth Management
Florida
$3.07M
NI
1973
NYL Investors
New York
$3.05M
S
1974
Sachetta
Massachusetts
$3.04M
AW
1975
Alteri Wealth
California
$3.04M