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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 %
PAM
3351
Pegasus Asset Management
New York
$216K -$3.93K -7 -2%
UAS
3352
United Asset Strategies
New York
$216K +$5.06K +9 +2%
MIM
3353
Merrion Investment Management
New Jersey
$215K
FIC
3354
Family Investment Center
Missouri
$214K +$16.3K +29 +8%
GBWM
3355
Granite Bay Wealth Management
New Hampshire
$214K +$3.37K +6 +2%
NC
3356
NBW Capital
Massachusetts
$214K -$2.25K -4 -1%
NPA
3357
Nichols & Pratt Advisers
Massachusetts
$212K +$15.7K +28 +8%
4A
3358
4Wealth Advisors
Illinois
$211K
MF
3359
Manchester Financial
California
$211K +$211K +375 New
DF
3360
DecisionPoint Financial
Arizona
$209K
MNA
3361
Manning & Napier Advisors
New York
$209K +$209K +372 New
RA
3362
Rise Advisors
New York
$208K +$21.4K +38 +11%
EM
3363
ELCO Management
New York
$207K -$5.62K -10 -3%
WCM
3364
Wallace Capital Management
Texas
$207K +$207K +368 New
AFM
3365
Abbot Financial Management
Massachusetts
$207K
AA
3366
AJ Advisors
Tennessee
$206K +$562 +1 +0.3%
AIM
3367
Anchor Investment Management
South Carolina
$206K -$18.5K -33 -8%
EFP
3368
EnRich Financial Partners
Wisconsin
$206K -$3.93K -7 -2%
PMSA
3369
Patrick M. Sweeney & Associates
Illinois
$205K
LG
3370
LaFleur & Godfrey
Michigan
$205K
LTI
3371
Laffer Tengler Investments
Tennessee
$205K +$205K +364 New
MFG
3372
Midwest Financial Group
Kansas
$204K
OC
3373
Opinicus Capital
Florida
$203K +$562 +1 +0.3%
HHRDM
3374
H&H Retirement Design & Management
Nevada
$203K
CCP
3375
Carmel Capital Partners
California
$202K