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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 %
PT
2801
Plimoth Trust
Massachusetts
$576K +$21.9K +39 +4%
MAS
2802
Meeder Advisory Services
Ohio
$575K -$200K -356 -26%
CWM
2803
Compass Wealth Management
Connecticut
$574K +$24.2K +43 +4%
CF
2804
Collier Financial
Colorado
$574K -$7.81M -13,901 -93%
SI
2805
Stonekeep Investments
New Mexico
$573K -$5.62K -10 -1%
FFA
2806
Frazier Financial Advisors
Ohio
$573K +$58.4K +104 +11%
PCM
2807
Passive Capital Management
Maryland
$573K +$573K +1,020 New
RCG
2808
Regatta Capital Group
California
$573K +$70.2K +125 +14%
MAM
2809
Milestone Asset Management
Pennsylvania
$571K -$29.2K -52 -5%
PMG
2810
Private Management Group
California
$570K
HWP
2811
Hibernia Wealth Partners
Louisiana
$570K -$2.81K -5 -0.5%
SOAG
2812
Silver Oak Advisory Group
Oregon
$567K -$5.05K -9 -0.9%
ACA
2813
Anchor Capital Advisors
Massachusetts
$566K -$140K -250 -20%
T
2814
Tidemark
California
$566K +$562 +1 +0.1%
MPCG
2815
Matrix Private Capital Group
New York
$564K -$146K -260 -21%
SP
2816
Stonebrook Private
Michigan
$564K +$32.6K +58 +6%
KCFA
2817
Key Client Fiduciary Advisors
New Jersey
$563K -$10.1K -18 -2%
IIA
2818
Integral Investment Advisors
California
$563K +$36.5K +65 +7%
IHWM
2819
Iron Horse Wealth Management
Iowa
$562K +$6.18K +11 +1%
GG
2820
Gleason Group
Kentucky
$562K +$1.69K +3 +0.3%
CSB
2821
City State Bank
Iowa
$560K +$8.43K +15 +2%
UBV
2822
United Bank (Virginia)
Virginia
$560K
BF
2823
Bonfire Financial
Colorado
$559K +$6.18K +11 +1%
AHIA
2824
Andrew Hill Investment Advisors
Florida
$558K -$197K -350 -26%
IAG
2825
Ipsen Advisor Group
Arkansas
$558K +$562 +1 +0.1%