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iShares Core S&P 500 ETF

3,590 hedge funds and large institutions have $461B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 1,486 increasing their positions, 1,454 reducing their positions, and 84 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: 1,486 | Existing positions reduced: 1,454

1% less funds holding in top 10

Funds holding in top 10: 1,1511,144 (-7)

3.96% less ownership

Funds ownership: 79.11%75.15% (-4%)

Holders
3,590
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,144
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
HP
1501
Holistic Planning
Texas
$5.89M
VAM
1502
Verity Asset Management
North Carolina
$5.87M
SFPG
1503
Stonebridge Financial Planning Group
Florida
$5.87M
SAM
1504
Strategy Asset Managers
California
$5.86M
SC
1505
Sykon Capital
New York
$5.86M
JJBC
1506
James J. Burns & Company
New York
$5.85M
FCA
1507
FLC Capital Advisors
California
$5.85M
MFG
1508
Magnus Financial Group
New York
$5.84M
EFG
1509
Embree Financial Group
Illinois
$5.84M
BB
1510
Berkshire Bank
Massachusetts
$5.84M
SJIM
1511
St. Johns Investment Management
Florida
$5.81M
MFA
1512
Morling Financial Advisors
California
$5.79M
BL
1513
BFSG LLC
California
$5.78M
EP
1514
Essential Planning
New Hampshire
$5.77M
SCA
1515
Strathmore Capital Advisors
North Carolina
$5.76M
QWM
1516
Quadcap Wealth Management
Texas
$5.75M
SMA
1517
Sage Mountain Advisors
Georgia
$5.74M
EFH
1518
Eaton Financial Holdings
Florida
$5.73M
T
1519
TrueFG
Texas
$5.73M
CIA
1520
Compass Ion Advisors
Pennsylvania
$5.72M
FFM
1521
Forum Financial Management
Illinois
$5.71M
JSL
1522
JT Stratford LLC
Georgia
$5.71M
NWM
1523
Navigoe Wealth Management
California
$5.69M
SWA
1524
Strategies Wealth Advisors
Michigan
$5.68M
BFW
1525
Brady Family Wealth
Missouri
$5.68M