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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 %
EFP
3426
Envision Financial Planning
Tennessee
$201K +$201K +324 New
UWM
3427
United Wealth Management
Virginia
$201K +$201K +323 New
BGA
3428
Battery Global Advisors
Massachusetts
$201K -$49.1K -79 -20%
PPWM
3429
Paragon Private Wealth Management
Kentucky
$201K +$201K +323 New
SFA
3430
Semmax Financial Advisors
North Carolina
$200K +$11.5K +18 +6%
HIIFS
3431
Harel Insurance Investments & Financial Services
Israel
$194K
LWA
3432
Lowe Wealth Advisors
Maryland
$192K
EPW
3433
Evergreen Private Wealth
Colorado
$187K
AWM
3434
Aberdeen Wealth Management
Illinois
$186K +$186K +300 New
CFG
3435
Chapman Financial Group
Hawaii
$186K +$186K +300 New
EWA
3436
Elevate Wealth Advisory
Georgia
$185K +$78.9K +127 +74%
AWM
3437
AllSquare Wealth Management
New York
$184K
MM
3438
Main Management
California
$184K -$118K -191 -39%
ACM
3439
Anfield Capital Management
California
$181K
BAM
3440
Bellevue Asset Management
Washington
$180K -$7.47K -12 -4%
MEG
3441
Millstone Evans Group
Colorado
$179K
CICI
3442
Capital Investment Counsel Inc
North Carolina
$179K -$16.7K -27 -9%
SCA
3443
Stuart Chaussee & Associates
California
$175K
PCTC
3444
Perkins Coie Trust Company
Washington
$170K
KTC
3445
Kentucky Trust Company
Kentucky
$168K +$12.4K +20 +8%
DF
3446
DecisionPoint Financial
Arizona
$167K -$64.5K -104 -28%
MAM
3447
Morse Asset Management
Connecticut
$166K -$1.24K -2 -0.7%
CMA
3448
Cedar Mountain Advisors
Oregon
$166K +$620 +1 +0.4%
LFASL
3449
Lugano Financial Advisors SA (LFA)
Switzerland
$160K
AC
3450
Arjuna Capital
North Carolina
$158K