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iShares Core S&P 500 ETF

3,636 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, 1,555 increasing their positions, 1,372 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,636
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,154
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
OAS
2001
Optivise Advisory Services
Tennessee
$2.86M
TD Asset Management
2002
TD Asset Management
Ontario, Canada
$2.85M
WE
2003
Wealth Effects
Massachusetts
$2.85M
KFI
2004
Key Financial Inc
Pennsylvania
$2.85M
FA
2005
Fedenia Advisers
Wisconsin
$2.85M
EA
2006
Efficient Advisors
Ohio
$2.8M
PWA
2007
PCG Wealth Advisors
Kansas
$2.8M
EWS
2008
Evergreen Wealth Solutions
Pennsylvania
$2.79M
WSWA
2009
Warren Street Wealth Advisors
California
$2.79M
FWTB
2010
First Western Trust Bank
Colorado
$2.78M
HPC
2011
Hobart Private Capital
North Carolina
$2.77M
FWP
2012
Falcon Wealth Planning
California
$2.77M
PPC
2013
Pennington Partners & Co
Maryland
$2.77M
SMH
2014
Sanders Morris Harris
Texas
$2.76M
AFG
2015
Allegheny Financial Group
Pennsylvania
$2.76M
RPCA
2016
Running Point Capital Advisors
California
$2.75M
CFB
2017
Cullen/Frost Bankers
Texas
$2.75M
IAA
2018
Ironsides Asset Advisors
North Carolina
$2.74M
OA
2019
Operose Advisors
Wisconsin
$2.74M
MCA
2020
Magnolia Capital Advisors
Mississippi
$2.73M
FA
2021
FF Advisors
California
$2.73M
WCM
2022
Wealthcare Capital Management
Virginia
$2.73M
NAM
2023
NTV Asset Management
West Virginia
$2.72M
CCA
2024
Carrera Capital Advisors
Michigan
$2.72M
CCM
2025
Cohen Capital Management
California
$2.71M