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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
CFMC
2051
Curbstone Financial Management Corp
New Hampshire
$2.56M
MPW
2052
Magnolia Private Wealth
Pennsylvania
$2.56M
EF
2053
Envision Financial
Wisconsin
$2.56M
TF
2054
Tompkins Financial
New York
$2.56M
C1AG
2055
Client 1st Advisory Group
Florida
$2.56M
FC
2056
Financial Consulate
Maryland
$2.55M
CCA
2057
Cobblestone Capital Advisors
New York
$2.55M
FW
2058
FullCircle Wealth
Texas
$2.55M
BTWM
2059
Baker Tilly Wealth Management
Wisconsin
$2.54M
RIS
2060
Richmond Investment Services
Wisconsin
$2.5M
RFA
2061
Resurgent Financial Advisors
Georgia
$2.5M
WAM
2062
Weatherly Asset Management
California
$2.5M
FAI
2063
Fiduciary Advisors Inc
Missouri
$2.5M
TCBWMS
2064
Texas Capital Bank Wealth Management Services
Texas
$2.49M
BFP
2065
Briaud Financial Planning
Texas
$2.49M
MA
2066
MONECO Advisors
Connecticut
$2.49M
AWA
2067
ARQ Wealth Advisors
Arizona
$2.48M
MWM
2068
Maripau Wealth Management
Indiana
$2.48M
SB
2069
Sunflower Bank
Texas
$2.48M
LSA
2070
Lion Street Advisors
Texas
$2.46M
NW
2071
Naviter Wealth
Arkansas
$2.46M
GJIA
2072
Glass Jacobson Investment Advisors
Maryland
$2.45M
SPWM
2073
Schrum Private Wealth Management
Florida
$2.44M
CFD
2074
Creative Financial Designs
Indiana
$2.44M
SWM
2075
StoneCrest Wealth Management
Arizona
$2.43M