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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 %
OBWP
2701
O'Brien Wealth Partners
Massachusetts
$683K -$2.81K -5 -0.4%
CLP
2702
Charis Legacy Partners
Texas
$683K
MKA
2703
M. Kulyk & Associates
Georgia
$683K +$232K +412 +51%
FMB
2704
Field & Main Bank
Kentucky
$683K
TCM
2705
Tandem Capital Management
New Jersey
$680K
KWA
2706
Kondo Wealth Advisors
California
$680K -$1.69K -3 -0.2%
AF
2707
Arrow Financial
New York
$680K +$680K +1,210 New
CWM
2708
Chemistry Wealth Management
New York
$678K -$119K -211 -15%
CWM
2709
Collaborative Wealth Management
Florida
$675K -$38.2K -68 -5%
FAM
2710
Fenimore Asset Management
New York
$674K -$45K -80 -6%
DBRC
2711
D.B. Root & Company
Pennsylvania
$673K +$16.3K +29 +2%
COI
2712
Connable Office Inc
Michigan
$673K -$891K -1,585 -57%
GLR
2713
Great Lakes Retirement
Ohio
$673K +$135K +241 +25%
LSL
2714
Legacy Solutions LLC
Pennsylvania
$672K +$2.81K +5 +0.4%
CWP
2715
CFM Wealth Partners
Texas
$671K -$19.7K -35 -3%
BF
2716
Blankinship & Foster
California
$671K -$105K -187 -14%
AFA
2717
Alpha Financial Advisors
North Carolina
$667K +$352K +627 +112%
DA
2718
Dash Acquisitions
California
$667K +$82.6K +140 +14%
GWM
2719
GK Wealth Management
Nevada
$665K +$10.1K +18 +2%
SF
2720
Slagle Financial
Illinois
$664K +$83.7K +149 +14%
MSG
2721
Main Street Group
Virginia
$664K -$82.6K -147 -11%
PFG
2722
Prosperity Financial Group
California
$663K -$15.2K -27 -2%
CCM
2723
Colorado Capital Management
Colorado
$660K -$211K -375 -24%
SGI
2724
Summit Global Investments
Utah
$658K +$237K +422 +56%
NWMP
2725
Noble Wealth Management PBC
Colorado
$657K -$564K -1,004 -46%