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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
UWM
3451
United Wealth Management
Virginia
$201K
BGA
3452
Battery Global Advisors
Massachusetts
$201K
PPWM
3453
Paragon Private Wealth Management
Kentucky
$201K
SFA
3454
Semmax Financial Advisors
North Carolina
$200K
HIIFS
3455
Harel Insurance Investments & Financial Services
Israel
$194K
LWA
3456
Lowe Wealth Advisors
Maryland
$192K
EPW
3457
Evergreen Private Wealth
Colorado
$187K
AWM
3458
Aberdeen Wealth Management
Illinois
$186K
CFG
3459
Chapman Financial Group
Hawaii
$186K
EWA
3460
Elevate Wealth Advisory
Georgia
$185K
AWM
3461
AllSquare Wealth Management
New York
$184K
MM
3462
Main Management
California
$184K
ACM
3463
Anfield Capital Management
California
$181K
BAM
3464
Bellevue Asset Management
Washington
$180K
MEG
3465
Millstone Evans Group
Colorado
$179K
CICI
3466
Capital Investment Counsel Inc
North Carolina
$179K
SCA
3467
Stuart Chaussee & Associates
California
$175K
PCTC
3468
Perkins Coie Trust Company
Washington
$170K
KTC
3469
Kentucky Trust Company
Kentucky
$168K
DF
3470
DecisionPoint Financial
Arizona
$167K
MAM
3471
Morse Asset Management
Connecticut
$166K
CMA
3472
Cedar Mountain Advisors
Oregon
$166K
LFASL
3473
Lugano Financial Advisors SA (LFA)
Switzerland
$160K
AC
3474
Arjuna Capital
North Carolina
$158K
WWM
3475
Wolff Wiese Magana
California
$156K