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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
47.52%
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 %
MAM
2801
Milestone Asset Management
Pennsylvania
$632K +$1.24K +2 +0.2%
EAM
2802
Everstar Asset Management
North Carolina
$631K +$631K +1,017 New
AWM
2803
Austin Wealth Management
Texas
$631K +$6.98K +11 +1%
LAMNM
2804
Longview Asset Management (New Mexico)
New Mexico
$626K -$31K -50 -5%
HBT
2805
Hills Bank & Trust
Iowa
$626K -$70.2K -113 -10%
SP
2806
Stonebrook Private
Michigan
$624K +$621 +1 +0.1%
SWM
2807
Seaside Wealth Management
California
$623K -$312K -503 -33%
GG
2808
Gleason Group
Kentucky
$623K +$1.86K +3 +0.3%
WA
2809
Wealthstream Advisors
New York
$619K +$30.4K +49 +5%
UBV
2810
United Bank (Virginia)
Virginia
$618K
TA
2811
Tactive Advisors
Florida
$618K +$618K +996 New
IAG
2812
Ipsen Advisor Group
Arkansas
$618K +$1.86K +3 +0.3%
PMG
2813
Private Management Group
California
$618K -$12.4K -20 -2%
BC
2814
Bowman & Company
Wisconsin
$617K +$230K +371 +60%
TSWM
2815
Triangle Securities Wealth Management
North Carolina
$616K +$310K +500 +102%
FFA
2816
Frazier Financial Advisors
Ohio
$615K -$18K -29 -3%
KCFA
2817
Key Client Fiduciary Advisors
New Jersey
$613K -$9.31K -15 -1%
TSW
2818
Thompson Siegel & Walmsley
Virginia
$613K +$26.1K +42 +4%
MGWA
2819
Monument Group Wealth Advisors
Massachusetts
$613K +$1.24K +2 +0.2%
VWA
2820
Valued Wealth Advisors
Utah
$612K -$75.1K -121 -11%
RCP
2821
Rothschild Capital Partners
New York
$612K +$24.8K +40 +4%
CC
2822
Cypress Capital
Tennessee
$612K
TA
2823
TrueWealth Advisors
Alabama
$610K -$276K -444 -31%
IPA
2824
Investment Planning Advisors
Georgia
$609K +$75.1K +121 +14%
PW
2825
Paladin Wealth
Minnesota
$604K +$167K +269 +38%