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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 %
ZIG
2751
Zuckerman Investment Group
Illinois
$634K +$2.81K +5 +0.4%
ACM
2752
Argent Capital Management
Missouri
$632K -$1.24M -2,198 -66%
HBT
2753
Hills Bank & Trust
Iowa
$630K +$34.3K +61 +6%
EFG
2754
Elm3 Financial Group
Georgia
$629K -$152K -270 -19%
GC
2755
Glenorchy Capital
Australia
$628K
MWM
2756
Marion Wealth Management
Pennsylvania
$628K -$14.6K -26 -2%
WTFG
2757
Wells Trecaso Financial Group
Ohio
$625K +$201K +358 +47%
SPL
2758
Smart Portfolios LLC
Washington
$623K -$14.6K -26 -2%
GF
2759
GGM Financials
Ohio
$623K -$28.7K -51 -4%
VWA
2760
Valued Wealth Advisors
Utah
$622K +$65.2K +116 +12%
IWP
2761
Innova Wealth Partners
Pennsylvania
$621K -$33.7K -60 -5%
TWD
2762
True Wealth Design
Ohio
$621K
FFWM
2763
Future Financial Wealth Management
Ohio
$619K
PWS
2764
Proactive Wealth Strategies
Georgia
$619K +$13.5K +24 +2%
MEAC
2765
M.E. Allison & Co
Texas
$617K
CPG
2766
Cornerstone Planning Group
New Jersey
$615K +$223K +414 +57%
FCM
2767
Fourpath Capital Management
Oklahoma
$612K -$19.7K -35 -3%
TWP
2768
Total Wealth Planning
Ohio
$611K
CWP
2769
Concord Wealth Partners
Virginia
$610K -$15.7K -28 -3%
IC
2770
Inscription Capital
Texas
$609K +$609K +1,159 New
AA
2771
Apriem Advisors
California
$609K -$3.37K -6 -0.6%
WWA
2772
Wealth Watch Advisors
Colorado
$608K -$376K -670 -38%
TA
2773
TPG Advisors
Illinois
$608K -$21.9K -39 -3%
HDIM
2774
Hanson & Doremus Investment Management
Vermont
$607K
NA
2775
Nestegg Advisors
New York
$607K -$37.6K -67 -6%