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iShares Core S&P 500 ETF

3,573 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 193 funds opening new positions, 1,475 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: 1,475 | 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
3,573
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
AFA
2701
Avant Financial Advisors
Texas
$759K
PT
2702
Plimoth Trust
Massachusetts
$757K
MC
2703
Martin & Co
Tennessee
$756K
OBWP
2704
O'Brien Wealth Partners
Massachusetts
$754K
CLP
2705
Charis Legacy Partners
Texas
$754K
DK
2706
David Kennon
Florida
$752K
WA1
2707
Wimmer Associates 1
California
$752K
TCM
2708
Tandem Capital Management
New Jersey
$752K
TFG
2709
Team Financial Group
California
$750K
MSR
2710
Main Street Research
Connecticut
$746K
CWM
2711
Chemistry Wealth Management
New York
$746K
FAM
2712
Fenimore Asset Management
New York
$745K
Renaissance Technologies
2713
Renaissance Technologies
New York
$745K
Legal & General Group
2714
Legal & General Group
United Kingdom
$745K
CWA
2715
Clearview Wealth Advisors
Oregon
$744K
BF
2716
Bonfire Financial
Colorado
$743K
VC
2717
Veracity Capital
Georgia
$741K
CPW
2718
Cove Private Wealth
New York
$740K
PPA
2719
Pacific Point Advisors
California
$738K
1WA
2720
180 Wealth Advisors
Washington
$734K
GWA
2721
Gutierrez Wealth Advisory
Arkansas
$731K
LSL
2722
Legacy Solutions LLC
Pennsylvania
$731K
AA
2723
Apriem Advisors
California
$728K
JTWM
2724
Jackson Thornton Wealth Management
Alabama
$727K
FI
2725
FWG Investments
Kentucky
$726K