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iShares Core S&P 500 ETF

3,546 hedge funds and large institutions have $460B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 1,466 increasing their positions, 1,439 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,546
Holders Change
+32
Holders Change %
+0.91%
% of All Funds
47.51%
Holding in Top 10
1,130
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.31%
% of All Funds
15.14%
New
189
Increased
1,466
Reduced
1,439
Closed
87
Calls
$2.58B
Puts
$2.21B
Net Calls
+$366M
Net Calls Change
-$5.51B
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
2476
SwitchPoint Financial Planning
Utah
$1.11M +$736K +1,185 +198%
CBB
2477
Citizens Business Bank
California
$1.1M
GC
2478
Guidance Capital
Kentucky
$1.1M -$99.3K -159 -8%
RK
2479
Rather & Kittrell
Tennessee
$1.1M +$6.83K +11 +0.6%
JSAM
2480
J. Safra Asset Management
New York
$1.09M +$1.09M +1,771 New
AP
2481
Atwood & Palmer
Missouri
$1.09M
PWP
2482
Principle Wealth Partners
Connecticut
$1.09M +$162K +261 +17%
RPGNY
2483
Retirement Planning Group (New York)
New York
$1.09M +$90.7K +146 +9%
RIL
2484
Rothschild Investment LLC
Illinois
$1.09M -$39.1K -63 -3%
TFA
2485
TPG Financial Advisors
Oregon
$1.09M -$68.9K -111 -6%
LC
2486
Lavaca Capital
Texas
$1.08M -$26.7K -43 -2%
MAM
2487
McLean Asset Management
Virginia
$1.08M +$186K +298 +21%
RPA
2488
Rock Point Advisors
Vermont
$1.08M +$191K +307 +21%
BMD
2489
Better Money Decisions
New Mexico
$1.08M -$1.86K -3 -0.2%
T
2490
Transce3nd
Texas
$1.08M -$90K -145 -8%
CG
2491
CFO4Life Group
Texas
$1.08M
OWA
2492
Octavia Wealth Advisors
Ohio
$1.08M -$1.09M -1,749 -50%
BF
2493
Brooklyn FI
New York
$1.08M +$1.08M +1,736 New
CCP
2494
Clarity Capital Partners
California
$1.08M -$132K -212 -11%
PAG
2495
Poinciana Advisors Group
Florida
$1.07M +$820K +1,321 +324%
TCCM
2496
Timber Creek Capital Management
Massachusetts
$1.07M -$5.05K -8 -0.5%
MFGM
2497
Marshall Financial Group (Maryland)
Maryland
$1.07M +$1.87K +3 +0.2%
WWG
2498
West Wealth Group
California
$1.07M +$383K +602 +56%
WWA
2499
Wingate Wealth Advisors
Massachusetts
$1.06M +$190K +306 +22%
HSG
2500
Helen Stephens Group
Texas
$1.05M +$9.94K +16 +1%