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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 %
PPWP
1601
Premier Path Wealth Partners
New Jersey
$4.92M +$725K +1,168 +17%
MWPCG
1602
Measured Wealth Private Client Group
New Hampshire
$4.92M
SFC
1603
Sprinkle Financial Consultants
Colorado
$4.91M +$147K +236 +3%
CWS
1604
Confluence Wealth Services
Pennsylvania
$4.9M -$9.31K -15 -0.2%
SJGA
1605
Stephen J. Garry & Associates
New York
$4.9M -$67.7K -109 -1%
FGA
1606
Fortis Group Advisors
New Jersey
$4.89M -$154K -242 -3%
SWM
1607
SK Wealth Management
Rhode Island
$4.86M +$2.16M +3,442 +80%
FC
1608
Fulcrum Capital
Washington
$4.83M -$1.79M -2,882 -27%
IWC
1609
Infinity Wealth Counsel
Ohio
$4.82M -$9.94K -16 -0.2%
AA
1610
Auxano Advisors
Washington
$4.82M +$621 +1 +0%
BAM
1611
BOS Asset Management
Illinois
$4.82M -$35.4K -57 -0.7%
AA
1612
Aufman Associates
Pennsylvania
$4.81M -$24.8K -40 -0.5%
BPC
1613
Bearing Point Capital
Minnesota
$4.81M +$1.81M +2,922 +61%
PJSIMP
1614
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.8M +$177K +285 +4%
CFG
1615
Cooper Financial Group
California
$4.79M -$2.34M -3,761 -33%
MA
1616
MAS Advisors
Florida
$4.79M -$1.58M -2,537 -25%
STA
1617
Smith Thornton Advisors
Alabama
$4.78M +$2.14M +3,449 +81%
EIP
1618
Ellis Investment Partners
Pennsylvania
$4.76M -$115K -185 -2%
LIA
1619
LifePlan Investment Advisors
North Carolina
$4.76M -$2.18M -3,506 -31%
BOJHT
1620
Bank of Jackson Hole Trust
Wyoming
$4.75M +$115K +186 +2%
HI
1621
Horizon Investments
North Carolina
$4.75M -$4.78M -7,702 -50%
CWM
1622
Centricity Wealth Management
Ohio
$4.75M +$95K +153 +2%
NCFG
1623
New Century Financial Group
New Jersey
$4.75M +$4.04M +6,506 +571%
4WM
1624
49 Wealth Management
Texas
$4.74M -$216K -348 -4%
MPWS
1625
McCarter Private Wealth Services
Massachusetts
$4.72M +$4.72M +7,603 New