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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 %
FF
3276
Farnam Financial
Arizona
$246K -$45.6K -81 -16%
CMBA
3277
C.M. Bidwell & Associates
Hawaii
$246K
SAM
3278
Synergy Asset Management
Washington
$246K +$180K +321 +277%
HWMC
3279
Heritage Wealth Management (California)
California
$245K
OCPWS
3280
One Charles Private Wealth Services
Massachusetts
$245K
DWAM
3281
Duncan Williams Asset Management
Tennessee
$245K +$562 +1 +0.2%
PF
3282
Prosperitas Financial
California
$244K +$48.3K +86 +25%
PSP
3283
Pacific Sage Partners
Washington
$243K
PSFG
3284
Park Square Financial Group
Georgia
$243K +$133K +236 +120%
AC
3285
Addison Capital
Pennsylvania
$242K
RW
3286
Ridgeline Wealth
Arizona
$242K
OA
3287
Oxbow Advisors
Texas
$242K -$12.4K -22 -5%
FCFC
3288
First Citizens Financial Corp
Iowa
$242K +$5.06K +9 +2%
CFP
3289
Curran Financial Partners
South Carolina
$241K +$241K +429 New
CIC
3290
Chilton Investment Company
Connecticut
$240K
M
3291
MYeCFO
California
$240K
DWA
3292
Delos Wealth Advisors
Texas
$240K -$1.69K -3 -0.7%
TCTWM
3293
Three Cord True Wealth Management
Pennsylvania
$239K -$11.2K -20 -4%
VH
3294
Visionary Horizons
Tennessee
$238K +$39.4K +70 +20%
FMTCOCP
3295
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$238K -$119K -212 -33%
BWM
3296
BNC Wealth Management
Oregon
$238K -$570K -1,014 -71%
QFA
3297
Quattro Financial Advisors
Texas
$238K +$30.9K +55 +15%
CWM
3298
CarsonAllaria Wealth Management
Illinois
$237K -$10.1K -18 -4%
TF
3299
Tandem Financial
Colorado
$237K +$27K +48 +13%
FFIC
3300
First Fiduciary Investment Counsel
Ohio
$237K -$36K -64 -13%