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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 %
RIS
3001
Richmond Investment Services
Wisconsin
$401K -$7.31K -13 -2%
OBGC
3002
O'Brien Greene & Co
Pennsylvania
$401K
OHWP
3003
Oak Harbor Wealth Partners
North Carolina
$400K
FCG
3004
Fielder Capital Group
Tennessee
$399K
JWM
3005
JPL Wealth Management
Colorado
$399K -$28.1K -50 -7%
KFS
3006
Kurt F. Somerville
$398K
SFG
3007
Stonebridge Financial Group
Pennsylvania
$398K +$76.4K +136 +24%
VW
3008
Veridan Wealth
Oregon
$398K +$562 +1 +0.1%
W
3009
WorthPointe
California
$397K
FF
3010
Farrell Financial
New York
$397K -$80.3K -143 -17%
SF
3011
Strategent Financial
Virginia
$397K
PW
3012
Paladin Wealth
Minnesota
$395K +$395K +703 New
FFA
3013
Fortune Financial Advisors
Kansas
$393K +$47.2K +84 +14%
FCM
3014
Fogel Capital Management
Florida
$392K +$7.86K +14 +2%
KCM
3015
Kathmere Capital Management
Pennsylvania
$391K -$2.81K -5 -0.7%
Legacy Financial Group (Iowa)
3016
Legacy Financial Group (Iowa)
Iowa
$391K
PAWA
3017
Palo Alto Wealth Advisors
California
$391K -$25.4K -43 -6%
CPWM
3018
Cypress Point Wealth Management
Texas
$390K
IWP
3019
Insight Wealth Partners
Texas
$390K
ACM
3020
Alpha Capital Management
Texas
$390K -$3.37K -6 -0.9%
EFP
3021
Elser Financial Planning
Indiana
$388K +$179K +318 +85%
ESBC
3022
E.S. Barr & Co
Kentucky
$388K -$170K -302 -30%
CSA
3023
Cornerstone Select Advisors
Missouri
$388K
CFSG
3024
Clark Financial Services Group
Missouri
$386K -$148K -264 -28%
MSS
3025
Mitchell Sinkler & Starr
Pennsylvania
$385K