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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
MCFP
2951
Mallini Complete Financial Planning
Florida
$497K
TFG
2952
Taylor Financial Group
Virginia
$495K
BI
2953
Beckerman Institutional
New Jersey
$494K
PCM
2954
Pointe Capital Management
Michigan
$493K
BRWM
2955
Blue Rock Wealth Management
North Carolina
$491K
TWM
2956
Trevian Wealth Management
Massachusetts
$491K
ORC
2957
O'Rourke & Company
Massachusetts
$490K
WW
2958
Westshore Wealth
California
$490K
PFA
2959
Petra Financial Advisors
Colorado
$489K
CWM
2960
Challenger Wealth Management
California
$489K
FA
2961
Fagan Associates
New York
$488K
VRM
2962
Vectors Research Management
New York
$487K
VBA
2963
von Borstel & Associates
Oregon
$485K
QFA
2964
Quantum Financial Advisors
California
$484K
JLBC
2965
J.L. Bainbridge & Co
Florida
$483K
GC
2966
Grange Capital
Oregon
$482K
EA
2967
Ellsworth Advisors
Ohio
$482K
DPW
2968
DiNuzzo Private Wealth
Pennsylvania
$482K
PWH
2969
Priebe Wealth Holdings
Minnesota
$482K
HVIA
2970
Hudson Valley Investment Advisors
New York
$481K
SPWG
2971
Syntegra Private Wealth Group
Missouri
$481K
KFS
2972
Kaizen Financial Strategies
California
$480K
LA
2973
LVW Advisors
New York
$480K
FPF
2974
First Pacific Financial
Washington
$480K
CWP
2975
Core Wealth Partners
California
$478K