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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 %
EP
1501
Essential Planning
New Hampshire
$5.77M -$55.9K -90 -1%
SCA
1502
Strathmore Capital Advisors
North Carolina
$5.76M +$5.76M +9,193 New
QWM
1503
Quadcap Wealth Management
Texas
$5.75M +$62.1K +100 +1%
SMA
1504
Sage Mountain Advisors
Georgia
$5.74M +$681K +1,097 +13%
EFH
1505
Eaton Financial Holdings
Florida
$5.73M -$3.36M -5,412 -37%
T
1506
TrueFG
Texas
$5.73M -$124K -199 -2%
CIA
1507
Compass Ion Advisors
Pennsylvania
$5.72M -$210K -338 -4%
FFM
1508
Forum Financial Management
Illinois
$5.71M -$798K -1,286 -12%
JSL
1509
JT Stratford LLC
Georgia
$5.71M -$67.1K -108 -1%
NWM
1510
Navigoe Wealth Management
California
$5.69M +$2.29M +3,688 +67%
SWA
1511
Strategies Wealth Advisors
Michigan
$5.68M -$540K -869 -9%
BFW
1512
Brady Family Wealth
Missouri
$5.68M +$60.8K +98 +1%
KCP
1513
Kera Capital Partners
California
$5.68M +$1.4M +2,260 +33%
PCA
1514
PMV Capital Advisers
Texas
$5.66M -$93.8K -151 -2%
SFG
1515
Sunburst Financial Group
Alabama
$5.66M +$34.8K +56 +0.6%
AF
1516
Affiance Financial
Minnesota
$5.65M -$621 -1 -0%
SIS
1517
Sound Income Strategies
Florida
$5.64M +$386K +622 +7%
WBC
1518
West Branch Capital
Massachusetts
$5.63M -$196K -316 -3%
WA
1519
WPG Advisers
Maryland
$5.62M +$957K +1,542 +21%
UOTTAIMCU
1520
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.62M +$608K +980 +12%
FHC
1521
First Heartland Consultants
Missouri
$5.62M -$1.45M -2,331 -20%
CPCM
1522
Cornerstone Partners Capital Management
Virginia
$5.6M
LWP
1523
Laurel Wealth Planning
Minnesota
$5.6M +$2.64M +4,256 +89%
AWP
1524
Avid Wealth Partners
Texas
$5.57M -$4.64M -7,473 -45%
EF
1525
Empowered Funds
Pennsylvania
$5.57M -$5.3M -8,539 -49%