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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 %
RFM
3126
Royal Fund Management
Florida
$328K -$76.7K -136 -19%
LIM
3127
Letson Investment Management
Georgia
$328K
SSWM
3128
Strait & Sound Wealth Management
California
$327K
RSS
3129
Rosenblum Silverman Sutton
California
$326K
CPP
3130
Capasso Planning Partners
South Carolina
$326K -$2.25K -4 -0.7%
SAM
3131
Seelaus Asset Management
New Jersey
$325K -$48.3K -86 -13%
MG
3132
MilWealth Group
Wisconsin
$325K -$21.9K -39 -6%
TIM
3133
Total Investment Management
Arizona
$325K -$45.5K -81 -12%
PA
3134
Probity Advisors
Texas
$323K
OFG
3135
Orcam Financial Group
California
$323K
SSA
3136
SSA Swiss Advisors
$323K +$323K +575 New
PCA
3137
Purkiss Capital Advisors
Connecticut
$322K +$26.4K +47 +9%
MWM
3138
Maltin Wealth Management
New Jersey
$321K +$60.7K +108 +23%
DWM
3139
Denver Wealth Management
Colorado
$319K +$319K +568 New
HWMT
3140
Heritage Wealth Management (Texas)
Texas
$319K +$38.2K +68 +14%
AFS
3141
AFG Fiduciary Services
Massachusetts
$319K
CW
3142
Channel Wealth
California
$318K -$96.1K -171 -23%
CCA
3143
Checchi Capital Advisers
California
$318K
HWA
3144
Hillcrest Wealth Advisors
New Jersey
$318K
TBT
3145
Texas Bank & Trust
Texas
$316K
BW
3146
Balance Wealth
Ohio
$316K +$316K +562 New
HP
3147
Hilltop Partners
Indiana
$315K -$50K -89 -14%
PC
3148
Permanens Capital
New York
$314K +$314K +559 New
JFL
3149
Jarislowsky, Fraser Ltd
Quebec, Canada
$314K
NPFS
3150
Novak & Powell Financial Services
Florida
$313K +$313K +556 New