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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 %
SFS
2726
Stiles Financial Services
Minnesota
$657K
FRA
2727
Front Row Advisors
California
$655K
LWM
2728
LJI Wealth Management
Indiana
$654K -$108K -193 -14%
AWA
2729
AmeriServ Wealth Advisors
Pennsylvania
$653K
JWBC
2730
John W. Brooker & Co
California
$653K +$34.8K +62 +6%
PPA
2731
Pacific Point Advisors
California
$653K +$653K +1,162 New
HWM
2732
HRC Wealth Management
Idaho
$649K +$133K +237 +26%
A
2733
Argentarii
Ohio
$647K
MIAS
2734
Mason Investment Advisory Services
Virginia
$646K +$1.69K +3 +0.3%
MWM
2735
Mittelman Wealth Management
Massachusetts
$646K -$32K -57 -5%
ST
2736
Somerset Trust
Pennsylvania
$646K +$14.6K +26 +2%
SFP
2737
Strategic Financial Planning
Texas
$645K
CPCM
2738
Cardinal Point Capital Management
Ontario, Canada
$644K +$83.7K +149 +15%
KCM
2739
KM Capital Management
Texas
$643K +$643K +1,145 New
AWM
2740
Activest Wealth Management
Florida
$643K +$9.55K +17 +2%
RGF
2741
Retirement Guys Formula
Ohio
$642K +$642K +1,191 New
MCA
2742
Midwest Capital Advisors
Michigan
$642K +$366K +651 +132%
OL
2743
one8zero8 LLC
North Carolina
$642K +$17.4K +31 +3%
NCFG
2744
New Century Financial Group
New Jersey
$641K -$4.62M -8,226 -88%
CIG
2745
Cullen Investment Group
Louisiana
$640K +$214K +380 +50%
RCM
2746
Radnor Capital Management
Pennsylvania
$640K +$28.1K +50 +5%
MADFP
2747
Michael A Dubis Financial Planning
Wisconsin
$639K
PS
2748
Pinney & Scofield
Massachusetts
$637K
MP
2749
McDonald Partners
Ohio
$637K +$65.2K +116 +11%
MF
2750
Manuka Financial
Virginia
$636K