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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
PCMH
2001
Polymer Capital Management (HK)
Hong Kong
$2.94M
PIA
2002
Panoramic Investment Advisors
Colorado
$2.93M
AWM
2003
Angeles Wealth Management
California
$2.91M
GCM
2004
Gallacher Capital Management
Colorado
$2.91M
RIA
2005
Retirement Investment Advisors
Oklahoma
$2.91M
LWANC
2006
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.9M
CTI
2007
Community Trust & Investment
Kentucky
$2.89M
PCM
2008
Park Capital Management
Wisconsin
$2.88M
IA
2009
Inspire Advisors
Idaho
$2.88M
CA
2010
CapWealth Advisors
Tennessee
$2.87M
LI
2011
LifeWealth Investments
Florida
$2.87M
UCMOK
2012
United Capital Management of KS
Kansas
$2.87M
ACS
2013
Archford Capital Strategies
Illinois
$2.86M
SMWM
2014
Silvia McColl Wealth Management
California
$2.86M
OAS
2015
Optivise Advisory Services
Tennessee
$2.86M
TD Asset Management
2016
TD Asset Management
Ontario, Canada
$2.85M
WE
2017
Wealth Effects
Massachusetts
$2.85M
KFI
2018
Key Financial Inc
Pennsylvania
$2.85M
FA
2019
Fedenia Advisers
Wisconsin
$2.85M
EA
2020
Efficient Advisors
Ohio
$2.8M
PWA
2021
PCG Wealth Advisors
Kansas
$2.8M
EWS
2022
Evergreen Wealth Solutions
Pennsylvania
$2.79M
WSWA
2023
Warren Street Wealth Advisors
California
$2.79M
FWTB
2024
First Western Trust Bank
Colorado
$2.78M
HPC
2025
Hobart Private Capital
North Carolina
$2.77M