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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
47.51%
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 %
TC
1751
TownSquare Capital
Utah
$3.83M -$93.6M -150,728 -96%
NWM
1752
Napa Wealth Management
California
$3.82M +$145K +233 +4%
GVCM
1753
Global View Capital Management
Wisconsin
$3.82M +$2.61M +4,196 +214%
CSIC
1754
Clifford Swan Investment Counsel
California
$3.82M -$18K -29 -0.5%
HCA
1755
Harbour Capital Advisors
Virginia
$3.81M +$129K +207 +4%
WFA
1756
WestHill Financial Advisors
California
$3.81M -$2.48K -4 -0.1%
SFO
1757
Stenger Family Office
Illinois
$3.8M +$3.8M +5,966 New
BHPW
1758
Beverly Hills Private Wealth
California
$3.8M -$458K -738 -11%
LWM
1759
Lyell Wealth Management
California
$3.78M -$36K -58 -0.9%
PCH
1760
PGIM Custom Harvest
New Jersey
$3.78M -$548K -882 -13%
OC
1761
Oakworth Capital
Alabama
$3.78M -$86.9K -140 -2%
FC
1762
Forte Capital
New York
$3.76M -$343K -552 -8%
PWM
1763
Paulson Wealth Management
Illinois
$3.75M +$696K +1,121 +23%
LCM
1764
Liberty Capital Management
Michigan
$3.74M -$3.73K -6 -0.1%
LFA
1765
Legacy Financial Advisors
Kentucky
$3.74M +$299K +481 +9%
CCP
1766
Clarkston Capital Partners
Michigan
$3.74M -$22.4K -36 -0.6%
TAP
1767
Tounjian Advisory Partners
Florida
$3.73M -$8.99K -16 -0.2%
FPW
1768
Flywheel Private Wealth
California
$3.73M -$202K -326 -5%
GHA
1769
GW Henssler & Associates
Georgia
$3.73M +$1.03M +1,659 +38%
BWA
1770
BCU Wealth Advisors
Illinois
$3.72M -$3.3M -5,315 -47%
AWA
1771
Aaron Wealth Advisors
Illinois
$3.71M +$312K +502 +9%
GF
1772
Goodman Financial
Texas
$3.7M -$13K -21 -0.4%
FBT
1773
First Bank & Trust
South Dakota
$3.69M +$512K +825 +16%
ZIC
1774
ZWJ Investment Counsel
Georgia
$3.68M -$371K -597 -9%
KWM
1775
Kaydan Wealth Management
Michigan
$3.66M +$612K +986 +20%