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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 %
NL
2651
Navalign LLC
California
$752K -$29.2K -52 -4%
AWAG
2652
ARS Wealth Advisors Group
Florida
$747K +$44.4K +79 +6%
FFA
2653
Florida Financial Advisors
Florida
$747K +$70.2K +125 +10%
RFN
2654
RDA Financial Network
Iowa
$738K +$108K +193 +17%
RB
2655
Renasant Bank
Mississippi
$738K -$728K -1,295 -50%
HWM
2656
Horizons Wealth Management
North Carolina
$737K +$54.5K +97 +8%
SKK
2657
Shepherd Kaplan Krochuk
Massachusetts
$737K -$67.4K -120 -8%
B
2658
Bensler
Washington
$736K +$120K +213 +19%
FFG
2659
Fiduciary Financial Group
California
$733K +$56.9K +108 +8%
STCOSD
2660
Sageworth Trust Company of South Dakota
South Dakota
$732K
IRAG
2661
Investment Research & Advisory Group
Georgia
$731K -$12.4K -22 -2%
DLCIG
2662
D.L. Carlson Investment Group
New Hampshire
$730K +$33.7K +60 +5%
Invesco
2663
Invesco
Georgia
$729K
MSWM
2664
Mowery & Schoenfeld Wealth Management
Illinois
$727K -$394K -701 -35%
CIM
2665
Cambria Investment Management
California
$727K -$70.8K -126 -9%
LFGO
2666
Legacy Financial Group (Oklahoma)
Oklahoma
$724K -$57.3K -102 -7%
CWAG
2667
Compton Wealth Advisory Group
Virginia
$723K
TPWM
2668
Twelve Points Wealth Management
Massachusetts
$723K +$124K +221 +21%
TFA
2669
Trinity Financial Advisors
Ohio
$722K +$523K +968 +262%
BDPWM
2670
Barnes Dennig Private Wealth Management
Ohio
$720K +$720K +1,282 New
CCA
2671
Conservest Capital Advisors
Pennsylvania
$719K -$13.5K -24 -2%
LFS
2672
Littlejohn Financial Services
Oregon
$719K +$115K +204 +19%
MAM
2673
McLean Asset Management
Virginia
$719K
WCAMG
2674
Woodard & Company Asset Management Group
North Carolina
$718K -$889K -1,582 -55%
CFA
2675
Capstone Financial Advisors
Illinois
$717K +$12.4K +22 +2%