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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
SVWG
851
Shared Vision Wealth Group
United States
$24.4M
GF
852
Gimbal Financial
Indiana
$24.3M
RCG
853
Rock Creek Group
District of Columbia
$24.1M
ML
854
McAdam LLC
Pennsylvania
$24M
EFM
855
Eley Financial Management
Vermont
$24M
KFSC
856
Keystone Financial Services (Colorado)
Colorado
$23.8M
RBWA
857
RFG - Bristol Wealth Advisors
Massachusetts
$23.8M
CFC
858
Client First Capital
California
$23.8M
PWP
859
PrairieView Wealth Partners
Illinois
$23.7M
KFS
860
Kelly Financial Services
Massachusetts
$23.7M
FG
861
Fairman Group
Pennsylvania
$23.7M
VFPW
862
Vantage Financial Partners (Wisconsin)
Wisconsin
$23.6M
DPI
863
Diversified Portfolios Inc
Michigan
$23.5M
VWA
864
VERITY Wealth Advisors
United States
$23.5M
PFG
865
PAX Financial Group
Texas
$23.4M
EFS
866
Essex Financial Services
Connecticut
$23.4M
HSWM
867
Hubbell Strickland Wealth Management
Louisiana
$23.4M
4WM
868
4J Wealth Management
Virginia
$23.3M
SF
869
Synovus Financial
Georgia
$23.3M
FPW
870
Flagship Private Wealth
Massachusetts
$23.1M
FFW
871
Fusion Family Wealth
New York
$23.1M
AWM
872
Abound Wealth Management
Tennessee
$23M
RIA
873
Richwood Investment Advisors
Ohio
$23M
OWA
874
One Wealth Advisors
California
$22.9M
MA
875
Marquette Associates
Illinois
$22.8M