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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 %
SGWM
3001
Sterling Group Wealth Management
California
$438K -$18K -29 -4%
BFC
3002
Blue Fin Capital
Rhode Island
$435K +$435K +701 New
SWK
3003
Stephen W. Kidder
$435K -$31K -50 -7%
EB
3004
Emprise Bank
Kansas
$434K -$71.4K -115 -14%
FF
3005
Farrell Financial
New York
$432K -$6.83K -11 -2%
Legacy Financial Group (Iowa)
3006
Legacy Financial Group (Iowa)
Iowa
$432K
IWP
3007
Insight Wealth Partners
Texas
$431K
TWP
3008
Total Wealth Planning
Ohio
$430K -$245K -395 -36%
FWM
3009
Finer Wealth Management
Massachusetts
$429K -$30.4K -49 -7%
CFSG
3010
Clark Financial Services Group
Missouri
$429K +$2.48K +4 +0.6%
SPI
3011
Sutton Place Investors
New York
$429K +$20.5K +33 +5%
HFP
3012
Holistic Financial Partners
Indiana
$429K +$429K +691 New
CSA
3013
Cornerstone Select Advisors
Missouri
$428K
ESBC
3014
E.S. Barr & Co
Kentucky
$428K
FTA
3015
Financial & Tax Architects
Missouri
$428K -$405K -652 -49%
EFP
3016
Elser Financial Planning
Indiana
$427K -$1.86K -3 -0.4%
FCG
3017
Fielder Capital Group
Tennessee
$427K -$14.3K -23 -3%
CFAM
3018
Center For Asset Management
Florida
$426K -$1.77K -3 -0.4%
DFA
3019
Delta Financial Advisors
Louisiana
$426K +$8.07K +13 +2%
MSS
3020
Mitchell Sinkler & Starr
Pennsylvania
$426K
NG
3021
NWK Group
California
$425K
PFG
3022
Pinnacle Financial Group
Illinois
$425K -$131K -211 -24%
HFA
3023
Highland Financial Advisors
New Jersey
$425K
FFA
3024
Fortune Financial Advisors
Kansas
$423K -$11.8K -19 -3%
SWM
3025
Sendero Wealth Management
Texas
$422K