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iShares Core S&P 500 ETF

3,590 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 191 funds opening new positions, 1,486 increasing their positions, 1,454 reducing their positions, and 84 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: 1,486 | Existing positions reduced: 1,454

1% less funds holding in top 10

Funds holding in top 10: 1,1511,144 (-7)

3.96% less ownership

Funds ownership: 79.11%75.15% (-4%)

Holders
3,590
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,144
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
CA
1901
Capital Advantage
California
$3.02M
FCM
1902
Fortis Capital Management
Washington
$3.02M
HWM
1903
Howard Wealth Management
Connecticut
$3.01M
PWM
1904
PMG Wealth Management
Illinois
$3M
MWA
1905
Monograph Wealth Advisors
California
$3M
APW
1906
Austin Private Wealth
Texas
$3M
SWM
1907
Segment Wealth Management
Texas
$2.99M
HFS
1908
Hopwood Financial Services
Virginia
$2.99M
TYCC
1909
Texas Yale Capital Corp
Florida
$2.98M
GCM
1910
Generation Capital Management
New York
$2.98M
GWA
1911
Gratus Wealth Advisors
Virginia
$2.97M
CFA
1912
Cahill Financial Advisors
Minnesota
$2.97M
BFA
1913
Beacon Financial Advisory
Ohio
$2.97M
EA
1914
Efficient Advisors
Ohio
$2.97M
First Manhattan
1915
First Manhattan
New York
$2.97M
BCM
1916
Birmingham Capital Management
Alabama
$2.96M
SWA
1917
Sterling Wealth Advisors
Florida
$2.96M
KCAM
1918
Kagan Cocozza Asset Management
New Jersey
$2.95M
SPC
1919
Spirepoint Private Client
Florida
$2.95M
AF
1920
Alerus Financial
North Dakota
$2.95M
GJWM
1921
Gilliland Jeter Wealth Management
Arkansas
$2.94M
DC
1922
Darrow Company
Massachusetts
$2.93M
TPWA
1923
TRUE Private Wealth Advisors
Oregon
$2.93M
CF
1924
Centaurus Financial
California
$2.93M
RFG
1925
REAP Financial Group
Texas
$2.91M