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iShares Core S&P 500 ETF

3,540 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 188 funds opening new positions, 1,463 increasing their positions, 1,438 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,540
Holders Change
+27
Holders Change %
+0.77%
% of All Funds
47.48%
Holding in Top 10
1,128
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-1.4%
% of All Funds
15.13%
New
188
Increased
1,463
Reduced
1,438
Closed
88
Calls
$2.58B
Puts
$2.21B
Net Calls
+$366M
Net Calls Change
-$5.51B
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
151
Orgel Wealth Management
Wisconsin
$331M +$28.8M +46,385 +10%
HNB
152
Huntington National Bank
Ohio
$330M -$264M
LWMT
153
Legacy Wealth Management (Tennessee)
Tennessee
$329M +$13.9M +22,448 +4%
MGIA
154
Moneta Group Investment Advisors
Missouri
$328M +$19.8M +31,891 +6%
COCM
155
Charter Oak Capital Management
New Hampshire
$326M +$2.1M +3,375 +0.6%
VIA
156
Vantagepoint Investment Advisers
District of Columbia
$325M +$222M +357,150 +214%
BOF
157
Bank of Finland
Finland
$322M +$1.01M +1,628 +0.3%
JSW
158
Journey Strategic Wealth
New Jersey
$319M -$6.72M -10,819 -2%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$318M -$1.29B -2,077,859 -80%
KA
160
Klingman & Associates
New York
$318M -$10.7M -17,167 -3%
FWIA
161
Fort Washington Investment Advisors
Ohio
$317M +$14.7M +23,648 +5%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$315M +$255M +411,017 +426%
HHGA
163
Halbert Hargrove Global Advisors
California
$309M -$972K -1,565 -0.3%
SC
164
SummitTX Capital
Texas
$305M -$5.59M -9,000 -2%
WFA
165
Wellspring Financial Advisors
Ohio
$305M +$4.99M +8,044 +2%
AIA
166
Ally Invest Advisors
North Carolina
$299M +$7.75M +12,479 +3%
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
$297M +$24.5M +39,409 +9%
SLF
168
Sun Life Financial
Ontario, Canada
$288M
FTWA
169
Fifth Third Wealth Advisors
Ohio
$288M +$19.7M +31,652 +7%
GFG
170
GR Financial Group
Arizona
$287M -$30.2M -48,679 -10%
TIA
171
Traphagen Investment Advisors
New Jersey
$283M +$18.7M +30,158 +7%
State Street
172
State Street
Massachusetts
$282M -$11.5M -18,488 -4%
NB
173
Norinchukin Bank
Japan
$279M
AHSSHC
174
Adventist Health System Sunbelt Healthcare Corp
Florida
$276M -$517M -831,882 -65%
HTC
175
Haverford Trust Company
Pennsylvania
$273M +$23.8M +38,409 +10%