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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 %
APP
2026
Avantax Planning Partners
Iowa
$2.35M -$41.6K -67 -2%
SWM
2027
StoneCrest Wealth Management
Arizona
$2.34M -$112K -180 -5%
TF
2028
Tompkins Financial
New York
$2.34M +$276K +444 +13%
GJIA
2029
Glass Jacobson Investment Advisors
Maryland
$2.33M -$548K -882 -19%
PFM
2030
Peak Financial Management
Massachusetts
$2.33M -$9.31K -15 -0.4%
1SB
2031
1ST Source Bank
Indiana
$2.31M +$373K +600 +19%
DP
2032
Denver PWM
Colorado
$2.31M -$39.7K -64 -2%
TPW
2033
Talon Private Wealth
Florida
$2.31M +$71.4K +115 +3%
RMDI
2034
R.M. Davis Inc
Maine
$2.31M -$881K -1,419 -28%
WCM
2035
Weik Capital Management
Pennsylvania
$2.31M +$12.4K +20 +0.5%
MA
2036
MONECO Advisors
Connecticut
$2.31M +$85.7K +138 +4%
VCM
2037
Versant Capital Management
Arizona
$2.3M
WAM
2038
Weatherly Asset Management
California
$2.3M -$21.7K -35 -0.9%
LFA
2039
LGT Financial Advisors
Texas
$2.3M -$411K -661 -15%
SB
2040
Sunflower Bank
Texas
$2.3M -$57.7K -93 -2%
MI
2041
Moneywise Inc
Virginia
$2.29M +$217K +349 +10%
ACM
2042
Absolute Capital Management
Pennsylvania
$2.29M -$1.81M -2,913 -44%
RF
2043
Rossby Financial
Florida
$2.29M -$58.4K -94 -2%
NW
2044
Naviter Wealth
Arkansas
$2.28M -$252K -406 -10%
FPB
2045
First PREMIER Bank
South Dakota
$2.28M -$12.4K -20 -0.5%
WI
2046
Wedgewood Investors
Pennsylvania
$2.26M -$1.24K -2 -0.1%
BFP
2047
Briaud Financial Planning
Texas
$2.25M +$223K +359 +11%
LKBC
2048
L.K. Benson & Company
Maryland
$2.25M +$641K +1,033 +40%
SPWM
2049
Schrum Private Wealth Management
Florida
$2.25M -$37.3K -60 -2%
ACM
2050
Aspen Capital Management
Idaho
$2.25M