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iShares Core S&P 500 ETF

3,575 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, 1,450 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: 1,450

1% less funds holding in top 10

Funds holding in top 10: 1,1481,140 (-8)

3.82% less ownership

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

Holders
3,575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,140
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
PWM
1901
PMG Wealth Management
Illinois
$3M
MWA
1902
Monograph Wealth Advisors
California
$3M
APW
1903
Austin Private Wealth
Texas
$3M
SWM
1904
Segment Wealth Management
Texas
$2.99M
HFS
1905
Hopwood Financial Services
Virginia
$2.99M
TYCC
1906
Texas Yale Capital Corp
Florida
$2.98M
GCM
1907
Generation Capital Management
New York
$2.98M
GWA
1908
Gratus Wealth Advisors
Virginia
$2.97M
CFA
1909
Cahill Financial Advisors
Minnesota
$2.97M
BFA
1910
Beacon Financial Advisory
Ohio
$2.97M
EA
1911
Efficient Advisors
Ohio
$2.97M
First Manhattan
1912
First Manhattan
New York
$2.97M
BCM
1913
Birmingham Capital Management
Alabama
$2.96M
SWA
1914
Sterling Wealth Advisors
Florida
$2.96M
KCAM
1915
Kagan Cocozza Asset Management
New Jersey
$2.95M
SPC
1916
Spirepoint Private Client
Florida
$2.95M
AF
1917
Alerus Financial
North Dakota
$2.95M
GJWM
1918
Gilliland Jeter Wealth Management
Arkansas
$2.94M
DC
1919
Darrow Company
Massachusetts
$2.93M
TPWA
1920
TRUE Private Wealth Advisors
Oregon
$2.93M
CF
1921
Centaurus Financial
California
$2.93M
RFG
1922
REAP Financial Group
Texas
$2.91M
MCM
1923
Manchester Capital Management
Vermont
$2.9M
MHC
1924
Meyer Handelman Company
New York
$2.9M
RP
1925
Riverwater Partners
Wisconsin
$2.9M