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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 %
SWM
2601
Shakespeare Wealth Management
Wisconsin
$813K +$6.74K +12 +0.8%
DCA
2602
DSG Capital Advisors
Minnesota
$812K
UWM
2603
USAdvisors Wealth Management
Minnesota
$811K +$71.9K +128 +10%
RSA
2604
River Street Advisors
Illinois
$809K +$26.4K +47 +3%
AC
2605
Apella Capital
Connecticut
$808K -$38.8K -71 -5%
CCG
2606
Chatham Capital Group
Georgia
$806K +$70.2K +125 +10%
RPA
2607
Rock Point Advisors
Vermont
$806K +$148K +264 +23%
FF
2608
Financial Futures
New Jersey
$806K +$38.8K +69 +5%
SC
2609
Shearwater Capital
Colorado
$805K -$5.06K -9 -0.6%
VV
2610
Verity & Verity
South Carolina
$802K -$107K -190 -12%
TA
2611
TrueWealth Advisors
Alabama
$802K -$898K -1,598 -53%
OS
2612
Objectivity Squared
South Carolina
$801K +$10.7K +20 +1%
RFA
2613
Reyes Financial Architecture
California
$800K
ISFAN
2614
Investor's Fiduciary Advisor Network
Washington
$798K -$61.3K -109 -7%
SCA
2615
STALEY CAPITAL ADVISERS
Pennsylvania
$797K +$14.6K +26 +2%
BWM
2616
BCS Wealth Management
Tennessee
$797K +$5.62K +10 +0.7%
AWA
2617
Amplius Wealth Advisors
Pennsylvania
$797K +$2.81K +5 +0.4%
PIFP
2618
Partners in Financial Planning
Virginia
$796K
BSI
2619
Bennett Selby Investments
Maine
$791K
WWA
2620
Wingate Wealth Advisors
Massachusetts
$789K -$970K -1,726 -55%
CANC
2621
Culbertson A N & Co
Virginia
$789K -$25.8K -46 -3%
RAS
2622
RPS Advisory Solutions
Kentucky
$788K -$348K -619 -31%
PMG
2623
ProVise Management Group
Florida
$787K +$35.4K +63 +5%
HIP
2624
Harrell Investment Partners
Texas
$786K -$54.5K -97 -6%
BFG
2625
Bouchey Financial Group
New York
$786K +$4.5K +8 +0.6%