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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
WAOTB
2576
Wealth Advisors of Tampa Bay
Florida
$944K
LHWM
2577
Lake Hills Wealth Management
Texas
$944K
MMPW
2578
Mitchell McLeod Pugh & Williams
Alabama
$942K
RC
2579
Reik & Co
New York
$941K
GCM
2580
GKV Capital Management
California
$940K
FEM
2581
Fulcrum Equity Management
Texas
$939K
IWA
2582
Invera Wealth Advisors
Oregon
$939K
WIM
2583
Warwick Investment Management
Texas
$938K
CCM
2584
Charter Capital Management
Wisconsin
$935K
PFA
2585
Pathway Financial Advisors
Vermont
$932K
PFA
2586
Portland Financial Advisors
New York
$930K
MPIA
2587
Milestones Private Investment Advisors
New York
$930K
KWA
2588
Kondo Wealth Advisors
California
$930K
OS
2589
Objectivity Squared
South Carolina
$929K
WIA
2590
Westbourne Investment Advisors
Maryland
$928K
KW
2591
Keyvantage Wealth
Pennsylvania
$927K
WFA
2592
Wells Financial Advisors
Massachusetts
$926K
CIG
2593
Cullen Investment Group
Louisiana
$925K
CFSG
2594
Community Financial Services Group
Vermont
$923K
SP
2595
Sequent Planning
Nebraska
$923K
NA
2596
Navellier & Associates
Nevada
$919K
CC
2597
Commons Capital
Massachusetts
$918K
PAG
2598
Powers Advisory Group
Illinois
$917K
I
2599
InvesTrust
Oklahoma
$917K
CWMGP
2600
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$917K