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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
KFI
2001
Key Financial Inc
Pennsylvania
$2.85M
FA
2002
Fedenia Advisers
Wisconsin
$2.85M
EA
2003
Efficient Advisors
Ohio
$2.8M
PWA
2004
PCG Wealth Advisors
Kansas
$2.8M
EWS
2005
Evergreen Wealth Solutions
Pennsylvania
$2.79M
WSWA
2006
Warren Street Wealth Advisors
California
$2.79M
FWTB
2007
First Western Trust Bank
Colorado
$2.78M
HPC
2008
Hobart Private Capital
North Carolina
$2.77M
FWP
2009
Falcon Wealth Planning
California
$2.77M
PPC
2010
Pennington Partners & Co
Maryland
$2.77M
SMH
2011
Sanders Morris Harris
Texas
$2.76M
AFG
2012
Allegheny Financial Group
Pennsylvania
$2.76M
RPCA
2013
Running Point Capital Advisors
California
$2.75M
CFB
2014
Cullen/Frost Bankers
Texas
$2.75M
IAA
2015
Ironsides Asset Advisors
North Carolina
$2.74M
OA
2016
Operose Advisors
Wisconsin
$2.74M
MCA
2017
Magnolia Capital Advisors
Mississippi
$2.73M
FA
2018
FF Advisors
California
$2.73M
WCM
2019
Wealthcare Capital Management
Virginia
$2.73M
NAM
2020
NTV Asset Management
West Virginia
$2.72M
CCA
2021
Carrera Capital Advisors
Michigan
$2.72M
CCM
2022
Cohen Capital Management
California
$2.71M
VST
2023
Van Strum & Towne
California
$2.71M
FA
2024
Forefront Analytics
Pennsylvania
$2.71M
CA
2025
CGN Advisors
Kansas
$2.69M