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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 %
RW
2851
RVW Wealth
California
$577K
T
2852
Tidemark
California
$575K -$49.7K -80 -8%
CGH
2853
Crossmark Global Holdings
Texas
$574K
TA
2854
TruWealth Advisors
Louisiana
$574K -$621 -1 -0.1%
MCP
2855
Mirador Capital Partners
California
$574K -$34.2K -55 -6%
MSWM
2856
Mowery & Schoenfeld Wealth Management
Illinois
$572K -$231K -372 -29%
RCM
2857
Richardson Capital Management
Wisconsin
$570K -$621 -1 -0.1%
MFG
2858
Monte Financial Group
Connecticut
$570K +$31.7K +51 +6%
NA
2859
Nestegg Advisors
New York
$570K -$101K -163 -15%
EFG
2860
Elm3 Financial Group
Georgia
$569K -$125K -202 -18%
WH
2861
Willner & Heller
California
$569K +$16.1K +26 +3%
HCMG
2862
Howard Capital Management Group
California
$568K +$41K +66 +8%
HC
2863
Hurley Capital
New York
$568K +$200K +322 +54%
MPCG
2864
Matrix Private Capital Group
New York
$568K -$55.3K -89 -9%
HWMO
2865
Heritage Wealth Management (Ohio)
Ohio
$567K +$24.8K +40 +5%
EA
2866
Eclectic Associates
California
$567K
MSFP
2867
Mark Sheptoff Financial Planning
Connecticut
$566K -$3.1K -5 -0.5%
QFA
2868
Quattro Financial Advisors
Texas
$565K +$302K +487 +115%
JWM
2869
Jacksonville Wealth Management
Florida
$564K
KF
2870
KKM Financial
Illinois
$564K
AGA
2871
Arkos Global Advisors
Texas
$563K -$8.7K -14 -2%
CRWM
2872
Castle Rock Wealth Management
California
$562K
LCM
2873
LVM Capital Management
Michigan
$561K
NCM
2874
Noesis Capital Mangement
Florida
$561K +$86.3K +139 +18%
JAA
2875
Joel Adams & Associates
North Carolina
$560K -$49K -79 -8%