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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 %
BAMG
1526
Brand Asset Management Group
Missouri
$5.57M -$125K -202 -2%
ISWM
1527
Independent Solutions Wealth Management
New York
$5.56M -$946K -1,523 -15%
QCM
1528
QRG Capital Management
Illinois
$5.55M +$1.02M +1,644 +23%
PAM
1529
Peak Asset Management
Colorado
$5.54M -$107K -173 -2%
PGF
1530
Plan Group Financial
Oklahoma
$5.52M +$4.75M +7,645 +613%
DWM
1531
Defined Wealth Management
Oregon
$5.52M -$4.35K -7 -0.1%
PFBT
1532
Parkside Financial Bank & Trust
Missouri
$5.52M -$789K -1,271 -13%
VPP
1533
Vertex Planning Partners
Illinois
$5.52M -$535K -862 -9%
QCIG
1534
Quad-Cities Investment Group
Iowa
$5.49M -$143K -230 -3%
LFAS
1535
Level Four Advisory Services
Texas
$5.47M +$592K +953 +12%
DWM
1536
Dogwood Wealth Management
Kansas
$5.47M -$616K -988 -10%
AFA
1537
AA Financial Advisors
Ohio
$5.46M +$493K +794 +10%
BI
1538
Berkeley Inc
Idaho
$5.44M -$19.2K -31 -0.4%
Vontobel Holding
1539
Vontobel Holding
Switzerland
$5.43M +$1.95M +3,136 +56%
WAOI
1540
Wealth Advisors of Iowa
Iowa
$5.43M -$11.2K -18 -0.2%
IIM
1541
InTrack Investment Management
Vermont
$5.42M +$1.67M +2,691 +45%
GA
1542
GSG Advisors
New Jersey
$5.4M -$161K -259 -3%
MSAGDF
1543
Moneda SA Administradora General de Fondos
Chile
$5.4M
HH
1544
Hilltop Holdings
Texas
$5.39M -$77.6K -125 -1%
FFS
1545
Fortress Financial Solutions
Arizona
$5.38M +$620K +999 +13%
SPW
1546
Sonoma Private Wealth
California
$5.38M -$90K -145 -2%
HLCM
1547
Hi-Line Capital Management
South Dakota
$5.38M +$1.09M +1,756 +25%
KCM
1548
Kennicott Capital Management
California
$5.37M +$2.3M +3,701 +75%
TWP
1549
Tempus Wealth Planning
California
$5.36M -$29.8K -48 -0.6%
DWM
1550
Daner Wealth Management
Georgia
$5.36M +$5.36M +8,304 New