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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 %
IRAG
2651
Investment Research & Advisory Group
Georgia
$810K +$2.48K +4 +0.3%
ISFAN
2652
Investor's Fiduciary Advisor Network
Washington
$810K -$71.4K -115 -8%
CAM
2653
Congress Asset Management
Massachusetts
$808K -$2.03M -3,265 -72%
LSWP
2654
Liberty Square Wealth Partners
Pennsylvania
$803K -$231K -372 -22%
TPWM
2655
Twelve Points Wealth Management
Massachusetts
$802K +$3.11K +5 +0.4%
HIP
2656
Harrell Investment Partners
Texas
$800K -$68.9K -111 -8%
CWAG
2657
Compton Wealth Advisory Group
Virginia
$799K
CCA
2658
Conservest Capital Advisors
Pennsylvania
$795K +$1.24K +2 +0.2%
RFN
2659
RDA Financial Network
Iowa
$791K -$24.2K -39 -3%
CWM
2660
Collaborative Wealth Management
Florida
$788K +$42.2K +68 +6%
FNBOMD
2661
First National Bank of Mount Dora
Florida
$788K
GCP
2662
Gill Capital Partners
Colorado
$788K +$32.3K +52 +4%
SFWC
2663
Strategic Family Wealth Counselors
New Jersey
$787K +$315K +508 +67%
CISOA
2664
Capital Investment Services of America
Wisconsin
$785K -$77.6K -125 -9%
SWM
2665
SpringVest Wealth Management
Texas
$784K -$3.1K -5 -0.4%
CF
2666
Convergence Financial
Missouri
$784K +$21.7K +35 +3%
GWWM
2667
Great Waters Wealth Management
Minnesota
$780K +$621 +1 +0.1%
TF
2668
Tenon Financial
New Jersey
$777K +$4.35K +7 +0.6%
WCAMG
2669
Woodard & Company Asset Management Group
North Carolina
$777K -$16.1K -26 -2%
RB
2670
Renasant Bank
Mississippi
$776K -$39.1K -63 -5%
GWAG
2671
Garrett Wealth Advisory Group
Texas
$774K -$469K -755 -38%
TH
2672
Team Hewins
California
$772K -$787K -1,267 -50%
NEWAS
2673
N.E.W. Advisory Services
Wisconsin
$772K -$137K -221 -15%
IP
2674
Ignite Planners
California
$770K -$27.7K -44 -3%
AA
2675
Addison Advisors
Vermont
$769K -$7.45K -12 -1%