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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 %
IFO
2551
Independent Family Office
New York
$878K +$72.5K +129 +9%
PA
2552
Paragon Advisors
Texas
$878K +$125K +222 +17%
TWM
2553
Tanager Wealth Management
United Kingdom
$878K +$351K +624 +66%
SIAG
2554
Safeguard Investment Advisory Group
California
$878K +$252K +448 +40%
MWA
2555
Muirfield Wealth Advisors
North Carolina
$878K -$266K -473 -23%
CCG
2556
Ceeto Capital Group
Florida
$874K
RAM
2557
Ramirez Asset Management
New York
$874K
WFA
2558
Wade Financial Advisory
California
$872K
RCM
2559
RMR Capital Management
California
$872K -$48.9K -87 -5%
O3W
2560
Omni 360 Wealth
New Jersey
$869K -$217K -387 -20%
CC
2561
Commons Capital
Massachusetts
$867K +$138K +245 +19%
AGP
2562
Autumn Glory Partners
Texas
$865K
SDWIA
2563
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$865K +$49.5K +88 +6%
WWM
2564
WT Wealth Management
Arizona
$861K +$35.4K +63 +4%
FWA
2565
Flagship Wealth Advisors
Massachusetts
$857K -$81.5K -145 -9%
WAM
2566
Worth Asset Management
Texas
$857K
TFA
2567
Teamwork Financial Advisors
Texas
$855K +$15.7K +28 +2%
LHWM
2568
Lake Hills Wealth Management
Texas
$854K -$448K -797 -34%
RFN
2569
Redwood Financial Network
Ohio
$854K +$73K +130 +9%
IWN
2570
Independent Wealth Network
Iowa
$854K -$34.3K -61 -4%
RTC
2571
Real Talk Capital
Tennessee
$853K -$36.5K -65 -4%
RC
2572
Reik & Co
New York
$852K
MWA
2573
MN Wealth Advisors
Kansas
$851K -$8.99K -16 -1%
Fayez Sarofim & Co
2574
Fayez Sarofim & Co
Texas
$851K +$150K +267 +21%
DFA
2575
DHJJ Financial Advisors
Illinois
$850K -$20.2K -36 -2%