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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 %
AAG
251
Armstrong Advisory Group
Massachusetts
$153M
Wolverine Trading
252
Wolverine Trading
Illinois
$151M +$151M +271,345 New
LF
253
Lee Financial
Texas
$151M +$1.06M +1,894 +0.7%
CWM
254
Calamos Wealth Management
Illinois
$150M +$8.87M +15,780 +6%
IA
255
Integrity Alliance
Iowa
$150M +$59.7M +106,322 +67%
MFG
256
Merit Financial Group
Georgia
$149M +$29.3M +52,069 +24%
CIM
257
CIM Investment Management
Pennsylvania
$149M +$74.3M +129,220 +100%
FIA
258
Foundations Investment Advisors
Arizona
$148M +$14.2M +25,333 +11%
SC
259
Soundwatch Capital
Connecticut
$147M -$400M -712,647 -73%
Ensign Peak Advisors
260
Ensign Peak Advisors
Utah
$147M -$35.6M -63,418 -20%
MWM
261
Modera Wealth Management
New Jersey
$146M -$2.62M -4,658 -2%
AI
262
Atria Investments
North Carolina
$145M -$6.81M -12,116 -4%
Manulife (Manufacturers Life Insurance)
263
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145M -$218M -388,561 -60%
HFS
264
Hantz Financial Services
Michigan
$144M +$27.2M +48,496 +23%
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143M +$334K +594 +0.2%
SWA
266
SFMG Wealth Advisors
Texas
$142M +$1.3M +2,318 +0.9%
GIM
267
Goelzer Investment Management
Indiana
$141M +$1.54M +2,732 +1%
FWA
268
FORM Wealth Advisors
Wisconsin
$141M +$141M +250,173 New
LBC
269
Lowe Brockenbrough & Co
Virginia
$140M +$5.36M +9,535 +4%
SWM
270
Spire Wealth Management
Virginia
$138M +$2.05M +3,651 +2%
SWP
271
Sagespring Wealth Partners
Tennessee
$138M +$3.95M +9,519 +3%
PFM
272
Phillips Financial Management
Indiana
$137M +$3.49M +6,204 +3%
UWPG
273
Ullmann Wealth Partners Group
Florida
$136M -$1M -1,787 -0.7%
SSB
274
Sandy Spring Bank
Maryland
$136M +$2.45M +4,367 +2%
SP
275
Stairway Partners
Illinois
$135M +$1.34M +2,378 +1%