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iShares Core S&P 500 ETF

3,574 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 192 funds opening new positions, 1,477 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: 1,477 | 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
3,574
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
SFG
1526
Sunburst Financial Group
Alabama
$5.66M
AF
1527
Affiance Financial
Minnesota
$5.65M
SIS
1528
Sound Income Strategies
Florida
$5.64M
WBC
1529
West Branch Capital
Massachusetts
$5.63M
WA
1530
WPG Advisers
Maryland
$5.62M
UOTTAIMCU
1531
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.62M
FHC
1532
First Heartland Consultants
Missouri
$5.62M
CPCM
1533
Cornerstone Partners Capital Management
Virginia
$5.6M
LWP
1534
Laurel Wealth Planning
Minnesota
$5.6M
AWP
1535
Avid Wealth Partners
Texas
$5.57M
EF
1536
Empowered Funds
Pennsylvania
$5.57M
BAMG
1537
Brand Asset Management Group
Missouri
$5.57M
ISWM
1538
Independent Solutions Wealth Management
New York
$5.56M
QCM
1539
QRG Capital Management
Illinois
$5.55M
PAM
1540
Peak Asset Management
Colorado
$5.54M
PGF
1541
Plan Group Financial
Oklahoma
$5.52M
DWM
1542
Defined Wealth Management
Oregon
$5.52M
PFBT
1543
Parkside Financial Bank & Trust
Missouri
$5.52M
VPP
1544
Vertex Planning Partners
Illinois
$5.52M
QCIG
1545
Quad-Cities Investment Group
Iowa
$5.49M
LFAS
1546
Level Four Advisory Services
Texas
$5.47M
DWM
1547
Dogwood Wealth Management
Kansas
$5.47M
AFA
1548
AA Financial Advisors
Ohio
$5.46M
BI
1549
Berkeley Inc
Idaho
$5.44M
Vontobel Holding
1550
Vontobel Holding
Switzerland
$5.43M