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iShares Core S&P 500 ETF

3,572 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, 1,474 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: 1,474 | Existing positions reduced: 1,450

1% less funds holding in top 10

Funds holding in top 10: 1,1471,138 (-9)

3.84% less ownership

Funds ownership: 79.1%75.27% (-3.8%)

Holders
3,572
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,138
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
MWA
3326
Mills Wealth Advisors
Texas
$258K
MFG
3327
Marmo Financial Group
Tennessee
$257K
FWM
3328
ForthRight Wealth Management
Georgia
$257K
SWTS
3329
Stonehaven Wealth & Tax Solutions
Wisconsin
$256K
HWM
3330
Hobbs Wealth Management
Indiana
$256K
FI
3331
Financial Insights
Washington
$256K
IA
3332
IFG Advisors
Missouri
$256K
GPWM
3333
Grant Private Wealth Management
California
$253K
BMM
3334
Berkshire Money Management
Massachusetts
$252K
GK
3335
Graney & King
New York
$252K
ONSWM
3336
Old North State Wealth Management
North Carolina
$252K
EWM
3337
Elevatus Welath Management
New York
$252K
RMF
3338
Red Mountain Financial
Colorado
$252K
SWM
3339
Schwallier Wealth Management
Michigan
$252K
MAM
3340
Marotta Asset Management
Virginia
$251K
PWM
3341
Provident Wealth Management
Tennessee
$251K
MFG
3342
Midwest Financial Group
Kansas
$250K
CWA
3343
CJM Wealth Advisers
Virginia
$250K
SFA
3344
Souders Financial Advisors
Ohio
$250K
EFMC
3345
Empire Financial Management Company
New York
$250K
NWAG
3346
Net Worth Advisory Group
Utah
$248K
OPOWM
3347
One Plus One Wealth Management
Florida
$248K
AMIM
3348
Aull & Monroe Investment Management
Alabama
$248K
AAM
3349
American Asset Management
Florida
$248K
WF
3350
WoodTrust Financial
Wisconsin
$248K