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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 %
OFP
2976
OLIO Financial Planning
Virginia
$421K
PWG
2977
Private Wealth Group
Florida
$421K -$102K -182 -20%
FF
2978
Finley Financial
Nevada
$420K
CAC
2979
Core Alternative Capital
Georgia
$420K -$10.1K -18 -2%
IF
2980
Integrity Financial
Wyoming
$419K -$60.7K -108 -13%
CPC
2981
Cookson Peirce & Co
Pennsylvania
$419K +$198K +353 +90%
FSA
2982
Financial Security Advisor
Virginia
$417K -$108K -192 -21%
MLL
2983
Moody Lynn & Lieberson
Massachusetts
$416K -$158K -282 -28%
CMS
2984
Capital Market Strategies
Florida
$416K -$341K -607 -45%
FWM
2985
Finer Wealth Management
Massachusetts
$416K
GCWM
2986
Guided Capital Wealth Management
Texas
$414K
TWM
2987
Trevian Wealth Management
Massachusetts
$413K +$562 +1 +0.1%
CWD
2988
Clarity Wealth Development
Oregon
$413K
SGWM
2989
Sterling Group Wealth Management
California
$412K +$16.3K +29 +4%
HCM
2990
Hillman Capital Management
Maryland
$411K -$22.5K -40 -5%
CF
2991
Clarity Financial
Texas
$411K -$14K -25 -3%
EA
2992
Ellsworth Advisors
Ohio
$411K +$6.18K +11 +2%
AHC
2993
Adell Harriman & Carpenter
Texas
$410K
PD
2994
Planning Directions
Pennsylvania
$410K -$53.9K -96 -12%
CFAM
2995
Center For Asset Management
Florida
$407K +$1.69K +3 +0.4%
CPC
2996
Consolidated Planning Corp
Georgia
$406K
SLT
2997
St Louis Trust
Missouri
$405K -$225K -400 -36%
WFG
2998
Wills Financial Group
Virginia
$405K +$53.4K +95 +15%
CMP
2999
Coston McIsaac & Partners
Maine
$402K
DA
3000
Dover Advisors
Virginia
$402K