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iShares Core S&P 500 ETF

3,564 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 192 funds opening new positions, 1,472 increasing their positions, 1,446 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: 1,472 | Existing positions reduced: 1,446

1% less funds holding in top 10

Funds holding in top 10: 1,1471,137 (-10)

3.85% less ownership

Funds ownership: 79.1%75.26% (-3.8%)

Holders
3,564
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,137
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
TFO
201
Tarbox Family Office
California
$234M
SCM
202
Steele Capital Management
Iowa
$232M
PP
203
Prudential plc
United Kingdom
$232M
BP
204
Ballentine Partners
Massachusetts
$229M
HP
205
Hancock Prospecting
Australia
$226M
MWA
206
Midland Wealth Advisors
Illinois
$225M
AIIMS
207
Analyst IMS Investment Management Services
Israel
$224M
PAG
208
Private Advisor Group
New Jersey
$223M
Wellington Management Group
209
Wellington Management Group
Massachusetts
$221M
DLIC
210
Daido Life Insurance Company
Japan
$218M
SW
211
SoFi Wealth
California
$211M
CCMG
212
Clark Capital Management Group
Pennsylvania
$210M
VC
213
Vicus Capital
Pennsylvania
$210M
TFM
214
TFC Financial Management
Massachusetts
$208M
LPT
215
Legacy Private Trust
Wisconsin
$204M
SWP
216
Stratos Wealth Partners
Ohio
$200M
Lazard Asset Management
217
Lazard Asset Management
New York
$198M
LW
218
Linscomb Wealth
Texas
$195M
IWC
219
Integrated Wealth Concepts
Massachusetts
$195M
SPC
220
Sigma Planning Corp
Michigan
$191M
GT
221
Glenview Trust
Kentucky
$190M
HFS
222
Hantz Financial Services
Michigan
$190M
AWM
223
Apollon Wealth Management
South Carolina
$189M
TLFA
224
True Link Financial Advisors
California
$188M
EIG
225
Ellenbecker Investment Group
Wisconsin
$187M