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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 %
RWP
3251
Reliant Wealth Planning
Kentucky
$262K -$7.31K -13 -3%
CA
3252
Crumly & Associates
Illinois
$261K +$16.9K +30 +7%
DFP
3253
Defined Financial Planning
California
$261K +$4.51K +8 +2%
BWM
3254
Bernard Wealth Management
Michigan
$261K -$8.99K -16 -3%
IP
3255
Intellectus Partners
California
$260K +$260K +463 New
PIWA
3256
Prevail Innovative Wealth Advisors
Kansas
$259K +$259K +461 New
MIM
3257
MTM Investment Management
South Carolina
$259K +$67.1K +119 +35%
HI
3258
Hoey Investments
Pennsylvania
$258K +$258K +460 New
JTWM
3259
Jackson Thornton Wealth Management
Alabama
$256K +$256K +485 New
PHS
3260
Pekin Hardy Strauss
Illinois
$256K -$42.1K -75 -14%
VP
3261
Verisail Partners
Georgia
$255K +$14K +25 +6%
RWS
3262
Rochester Wealth Strategies
Michigan
$254K +$254K +453 New
OPTFSNA
3263
Old Point Trust & Financial Services N A
Virginia
$254K -$36.5K -65 -13%
FWSM
3264
First Wilshire Securities Management
California
$254K
CPCP
3265
Cedar Point Capital Partners
Iowa
$253K
EG
3266
Ellerson Group
Maryland
$253K
DSAM
3267
Dock Street Asset Management
Florida
$253K +$29.8K +53 +13%
TNAM
3268
Terra Nova Asset Management
New York
$252K +$562 +1 +0.2%
BIM
3269
Breakwater Investment Management
Washington
$252K
FNBSF
3270
First National Bank Sioux Falls
South Dakota
$252K
MHR
3271
Matthew Hamilton Rosenberg
$250K +$1.69K +3 +0.7%
VWM
3272
Vermillion Wealth Management
Minnesota
$249K -$10.1K -18 -4%
RWA
3273
Rooted Wealth Advisors
Illinois
$248K -$18.8K -37 -7%
PWM
3274
Partners Wealth Management
California
$247K
TWP
3275
Tower Wealth Partners
Pennsylvania
$246K +$246K +438 New