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iShares Core S&P 500 ETF

3,574 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 192 funds opening new positions, 1,477 increasing their positions, 1,450 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 1,477 | Existing positions reduced: 1,450

1% less funds holding in top 10

Funds holding in top 10: 1,1481,139 (-9)

3.84% less ownership

Funds ownership: 79.11%75.27% (-3.8%)

Holders
3,574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,139
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.58B
Puts
$2.21B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2501
Principle Wealth Partners
Connecticut
$1.09M
RPGNY
2502
Retirement Planning Group (New York)
New York
$1.09M
RIL
2503
Rothschild Investment LLC
Illinois
$1.09M
TFA
2504
TPG Financial Advisors
Oregon
$1.09M
LC
2505
Lavaca Capital
Texas
$1.08M
MAM
2506
McLean Asset Management
Virginia
$1.08M
RPA
2507
Rock Point Advisors
Vermont
$1.08M
BMD
2508
Better Money Decisions
New Mexico
$1.08M
T
2509
Transce3nd
Texas
$1.08M
CG
2510
CFO4Life Group
Texas
$1.08M
OWA
2511
Octavia Wealth Advisors
Ohio
$1.08M
BF
2512
Brooklyn FI
New York
$1.08M
CCP
2513
Clarity Capital Partners
California
$1.08M
PAG
2514
Poinciana Advisors Group
Florida
$1.07M
TCCM
2515
Timber Creek Capital Management
Massachusetts
$1.07M
MFGM
2516
Marshall Financial Group (Maryland)
Maryland
$1.07M
WWG
2517
West Wealth Group
California
$1.07M
WWA
2518
Wingate Wealth Advisors
Massachusetts
$1.06M
HSG
2519
Helen Stephens Group
Texas
$1.05M
RWM
2520
Revisor Wealth Management
Ohio
$1.05M
KFP
2521
Keener Financial Planning
Texas
$1.05M
DCA
2522
DSG Capital Advisors
Minnesota
$1.05M
CIM
2523
Cambria Investment Management
California
$1.05M
SAM
2524
Sompo Asset Management
Japan
$1.04M
AAS
2525
Asset Allocation Strategies
Michigan
$1.04M