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iShares Core S&P 500 ETF

3,576 hedge funds and large institutions have $461B 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, 1,451 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: 1,451

1% less funds holding in top 10

Funds holding in top 10: 1,1491,141 (-8)

3.82% less ownership

Funds ownership: 79.11%75.29% (-3.8%)

Holders
3,576
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,141
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
OC
1776
Oakworth Capital
Alabama
$3.78M
FC
1777
Forte Capital
New York
$3.76M
PWM
1778
Paulson Wealth Management
Illinois
$3.75M
LCM
1779
Liberty Capital Management
Michigan
$3.74M
LFA
1780
Legacy Financial Advisors
Kentucky
$3.74M
CCP
1781
Clarkston Capital Partners
Michigan
$3.74M
TAP
1782
Tounjian Advisory Partners
Florida
$3.73M
FPW
1783
Flywheel Private Wealth
California
$3.73M
GHA
1784
GW Henssler & Associates
Georgia
$3.73M
BWA
1785
BCU Wealth Advisors
Illinois
$3.72M
AWA
1786
Aaron Wealth Advisors
Illinois
$3.71M
GF
1787
Goodman Financial
Texas
$3.7M
FBT
1788
First Bank & Trust
South Dakota
$3.69M
ZIC
1789
ZWJ Investment Counsel
Georgia
$3.68M
KWM
1790
Kaydan Wealth Management
Michigan
$3.66M
VAG
1791
VisionPoint Advisory Group
Texas
$3.65M
FBFS
1792
First Business Financial Services
Wisconsin
$3.65M
WA
1793
WESPAC Advisors
California
$3.64M
CCM
1794
Condor Capital Management
New Jersey
$3.64M
CFP
1795
Comprehensive Financial Planning
Pennsylvania
$3.63M
MAV
1796
Mason & Associates (Virginia)
Virginia
$3.62M
LFP
1797
Leeward Financial Partners
Washington
$3.62M
CL
1798
CIM LLC
New York
$3.62M
PCM
1799
Palisade Capital Management
New Jersey
$3.62M
FB
1800
First Bancorp
Maine
$3.62M