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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 %
USWIA
2851
UP Strategic Wealth Investment Advisors
Pennsylvania
$529K
SFS
2852
Security Financial Services
Indiana
$528K +$70.8K +126 +15%
MWM
2853
Mascagni Wealth Management
Mississippi
$527K
BWM
2854
BCO Wealth Management
New Mexico
$525K
AAS
2855
AdviceOne Advisory Services
Connecticut
$525K +$19.7K +35 +4%
BB
2856
Bell Bank
North Dakota
$524K -$30.9K -55 -6%
LRPA
2857
L. Roy Papp & Associates
Arizona
$523K -$7.31K -13 -1%
LFA
2858
Level Financial Advisors
New York
$523K +$523K +930 New
RW
2859
RVW Wealth
California
$523K +$106K +188 +25%
GC
2860
Grange Capital
Oregon
$522K -$18.5K -33 -3%
MAWCM
2861
Mine & Arao Wealth Creation & Management
California
$521K +$562 +1 +0.1%
TA
2862
TruWealth Advisors
Louisiana
$520K +$562 +1 +0.1%
CGH
2863
Crossmark Global Holdings
Texas
$520K +$129K +229 +33%
AGA
2864
Arkos Global Advisors
Texas
$517K
RCM
2865
Richardson Capital Management
Wisconsin
$516K -$2.81K -5 -0.5%
MSFP
2866
Mark Sheptoff Financial Planning
Connecticut
$515K -$50.6K -90 -9%
EA
2867
Eclectic Associates
California
$513K +$26.4K +47 +5%
CB
2868
Chris Bulman
California
$511K -$221K -393 -30%
JWM
2869
Jacksonville Wealth Management
Florida
$510K
KF
2870
KKM Financial
Illinois
$510K -$129K -229 -20%
Wealthfront Advisers
2871
Wealthfront Advisers
California
$510K -$162K -288 -24%
VPWA
2872
Vestia Personal Wealth Advisors
Indiana
$508K +$14.6K +26 +3%
CBT
2873
Crews Bank & Trust
Florida
$507K -$59K -105 -10%
LCM
2874
LVM Capital Management
Michigan
$507K
RIM
2875
RW Investment Management
Idaho
$506K -$239K -426 -32%