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iShares Core S&P 500 ETF

3,566 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, 1,472 increasing their positions, 1,447 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: 1,472 | Existing positions reduced: 1,447

1% less funds holding in top 10

Funds holding in top 10: 1,1471,137 (-10)

3.84% less ownership

Funds ownership: 79.1%75.26% (-3.8%)

Holders
3,566
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,137
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
CWM
251
Calamos Wealth Management
Illinois
$159M
MFG
252
Merit Financial Group
Georgia
$158M
JC
253
JB Capital
Connecticut
$156M
BBA
254
BLB&B Advisors
Pennsylvania
$154M
GC
255
Grimes & Company
Massachusetts
$153M
PFM
256
Phillips Financial Management
Indiana
$153M
MFIM
257
Mesirow Financial Investment Management
Illinois
$150M
SP
258
Stairway Partners
Illinois
$150M
JFA
259
JNBA Financial Advisors
Minnesota
$149M
BWP
260
BlueStem Wealth Partners
Minnesota
$148M
Ensign Peak Advisors
261
Ensign Peak Advisors
Utah
$147M
MA
262
Montag & Associates
Georgia
$146M
FSWA
263
Financial Synergies Wealth Advisors
Texas
$145M
MFS
264
McNamara Financial Services
Massachusetts
$144M
Financial Engines Advisors
265
Financial Engines Advisors
California
$144M
QCG
266
Quadrant Capital Group
Ohio
$143M
LGWM
267
Litman Gregory Wealth Management
California
$142M
LFG
268
Leverty Financial Group
Wisconsin
$140M
MLIC
269
Mandatum Life Insurance Company
Finland
$140M
CB
270
Commerce Bank
Missouri
$140M
HFBOT
271
Home Federal Bank of Tennessee
Tennessee
$140M
FNBT
272
FineMark National Bank & Trust
Florida
$140M
AAG
273
Armstrong Advisory Group
Massachusetts
$139M
BOH
274
Bank of Hawaii
Hawaii
$139M
VFA
275
Valeo Financial Advisors
Indiana
$139M