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iShares Core S&P 500 ETF

3,514 hedge funds and large institutions have $445B invested in iShares Core S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 1,496 increasing their positions, 1,432 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,514
Holders Change
-54
Holders Change %
-1.51%
% of All Funds
47.73%
Holding in Top 10
1,145
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-1.63%
% of All Funds
15.55%
New
140
Increased
1,496
Reduced
1,432
Closed
116
Calls
$8.6B
Puts
$2.73B
Net Calls
+$5.87B
Net Calls Change
+$6.39B
Name Holding Trade Value Shares
Change
Shares
Change %
MAS
2526
Madden Advisory Services
Florida
$918K +$39.4K +70 +4%
FNB
2527
Farmers National Bank
Kentucky
$917K -$6.18K -11 -0.7%
LPP
2528
Life Planning Partners
Florida
$915K +$562 +1 +0.1%
PWA
2529
Provenance Wealth Advisors
Florida
$913K -$186K -331 -17%
PAM
2530
PVG Asset Management
Colorado
$911K -$37.1K -66 -4%
PPW
2531
Pasadena Private Wealth
California
$910K +$709K +1,262 +353%
VC
2532
Veracity Capital
Georgia
$910K +$4.5K +8 +0.5%
SW
2533
SMART Wealth
Nebraska
$906K +$152K +271 +20%
RRCM
2534
Rappaport Reiches Capital Management
Illinois
$905K
APW
2535
Aurora Private Wealth
New Jersey
$903K
RPGNY
2536
Retirement Planning Group (New York)
New York
$902K +$23K +41 +3%
CAAS
2537
Capital Asset Advisory Services
Michigan
$898K -$52.8K -93 -6%
BWP
2538
Barlow Wealth Partners
Kentucky
$898K +$306K +553 +52%
NWM
2539
Northwest Wealth Management
Iowa
$898K -$575K -1,024 -39%
MHIC
2540
Marble Harbor Investment Counsel
Massachusetts
$897K -$28.1K -50 -3%
1WA
2541
180 Wealth Advisors
Washington
$895K -$16.9K -30 -2%
GI
2542
GLOBALT Investments
Georgia
$890K -$52.8K -94 -6%
I
2543
InvesTrust
Oklahoma
$889K -$32K -57 -3%
DI
2544
DDFG Inc
California
$888K +$54.5K +97 +7%
PS
2545
Planned Solutions
California
$887K +$53.9K +96 +6%
LMKC
2546
L.M. Kohn & Company
Ohio
$883K +$63.5K +113 +8%
IFS
2547
Ifrah Financial Services
Arkansas
$883K -$24.7K -44 -3%
MMPW
2548
Mitchell McLeod Pugh & Williams
Alabama
$879K +$3.37K +6 +0.4%
UBP
2549
Union Bancaire Privee
Switzerland
$879K -$912K -1,833 -51%
PS
2550
Portfolio Strategies
New York
$878K -$38.8K -69 -4%