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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 %
FSG
2901
Financial Strategies Group
Michigan
$485K
BIG
2902
Brooklyn Investment Group
New York
$483K +$442K +787 +1,078%
IPA
2903
Investment Planning Advisors
Georgia
$483K
HIC
2904
Holderness Investments Company
North Carolina
$480K
MCIA
2905
Mountain Capital Investment Advisors
Colorado
$480K -$20.3K -37 -4%
GSB
2906
Greenfield Savings Bank
Massachusetts
$479K
EGA
2907
Eagle Global Advisors
Texas
$479K +$89.9K +160 +23%
TFG
2908
Team Financial Group
California
$478K -$29.8K -53 -6%
WIM
2909
Westside Investment Management
California
$477K +$10.7K +19 +2%
HCMG
2910
Howard Capital Management Group
California
$477K +$8.99K +16 +2%
AIS
2911
AM Investment Strategies
Tennessee
$475K +$561 +1 +0.1%
SGA
2912
Sustainable Growth Advisers
Connecticut
$475K -$20.2K -36 -4%
FEG
2913
Financial Enhancement Group
Indiana
$474K -$27K -51 -5%
BFA
2914
Buttonwood Financial Advisors
Maryland
$470K
EB
2915
Exchange Bank
California
$469K +$1.12K +2 +0.2%
OWA
2916
Opal Wealth Advisors
New York
$469K -$659K -1,173 -58%
FCCM
2917
First City Capital Management
Georgia
$469K -$37.6K -67 -7%
GSF
2918
Grove Street Fiduciary
New Hampshire
$467K -$5.62K -10 -1%
AC
2919
Annandale Capital
Texas
$466K
BRWM
2920
Blue Rock Wealth Management
North Carolina
$465K -$12.9K -23 -3%
FCIM
2921
Fairview Capital Investment Management
California
$463K +$463K +824 New
AWP
2922
Axis Wealth Partners
Rhode Island
$461K -$58.4K -104 -11%
TFG
2923
Taylor Financial Group
Virginia
$461K
CNTOF
2924
Canandaigua National Trust of Florida
New York
$460K
LFA
2925
Longview Financial Advisors
Alabama
$459K -$562 -1 -0.1%