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iShares Core S&P 500 ETF

3,653 hedge funds and large institutions have $524B invested in iShares Core S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 170 funds opening new positions, 1,561 increasing their positions, 1,377 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,163
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
GCM
2001
Gallacher Capital Management
Colorado
$2.91M
RIA
2002
Retirement Investment Advisors
Oklahoma
$2.91M
LWANC
2003
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.9M
CTI
2004
Community Trust & Investment
Kentucky
$2.89M
PCM
2005
Park Capital Management
Wisconsin
$2.88M
IA
2006
Inspire Advisors
Idaho
$2.88M
CA
2007
CapWealth Advisors
Tennessee
$2.87M
LI
2008
LifeWealth Investments
Florida
$2.87M
UCMOK
2009
United Capital Management of KS
Kansas
$2.87M
ACS
2010
Archford Capital Strategies
Illinois
$2.86M
SMWM
2011
Silvia McColl Wealth Management
California
$2.86M
OAS
2012
Optivise Advisory Services
Tennessee
$2.86M
TD Asset Management
2013
TD Asset Management
Ontario, Canada
$2.85M
WE
2014
Wealth Effects
Massachusetts
$2.85M
KFI
2015
Key Financial Inc
Pennsylvania
$2.85M
FA
2016
Fedenia Advisers
Wisconsin
$2.85M
EA
2017
Efficient Advisors
Ohio
$2.8M
PWA
2018
PCG Wealth Advisors
Kansas
$2.8M
EWS
2019
Evergreen Wealth Solutions
Pennsylvania
$2.79M
WSWA
2020
Warren Street Wealth Advisors
California
$2.79M
FWTB
2021
First Western Trust Bank
Colorado
$2.78M
HPC
2022
Hobart Private Capital
North Carolina
$2.77M
FWP
2023
Falcon Wealth Planning
California
$2.77M
PPC
2024
Pennington Partners & Co
Maryland
$2.77M
SMH
2025
Sanders Morris Harris
Texas
$2.76M