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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 %
BCM
326
Brookstone Capital Management
Illinois
$103M -$4.53M -8,067 -4%
CWA
327
Core Wealth Advisors
Florida
$103M -$59K -105 -0.1%
FWCM
328
Ferguson Wellman Capital Management
Oregon
$103M +$1.64M +2,921 +2%
BIM
329
Bridges Investment Management
Nebraska
$102M +$10.5M +18,623 +11%
VFIC
330
Valley Forge Investment Consultants
Pennsylvania
$101M +$1.71M +3,040 +2%
RWP
331
RWA Wealth Partners
Massachusetts
$101M -$16.2M -28,868 -14%
TGAM
332
TBH Global Asset Management
Tennessee
$101M +$97.6M +969,663 +3,213%
FBB
333
Fulton Breakefield Broenniman
Maryland
$101M +$25.8M +45,985 +35%
FGP
334
Freestone Grove Partners
California
$100M -$559M -995,000 -85%
IAN
335
Integrated Advisors Network
Texas
$99.9M +$3.27M +5,816 +3%
NCM
336
Narwhal Capital Management
Georgia
$98.5M +$4.44M +7,902 +5%
QC
337
Qalhat Capital
British Virgin Islands
$98.5M +$17.6M +31,409 +22%
SG
338
StoneX Group
New York
$98.3M +$4.47M +7,951 +5%
BWP
339
BSW Wealth Partners
Colorado
$98M -$1.72M -3,054 -2%
RIM
340
Rakuten Investment Management
Japan
$97.4M +$97.4M +174,561 New
MHS
341
M Holdings Securities
Oregon
$97.2M +$39.9M +71,014 +70%
AQR Capital Management
342
AQR Capital Management
Connecticut
$97M +$32.4M +57,697 +50%
DADC
343
D.A. Davidson & Co
Montana
$96.4M -$2.37M -4,218 -2%
CFO
344
Callan Family Office
Pennsylvania
$95.3M +$5M +8,897 +6%
CCFCSB
345
Cape Cod Five Cents Savings Bank
Massachusetts
$94.7M
MCWS
346
McKinley Carter Wealth Services
West Virginia
$94.2M -$8.73M -15,538 -8%
CFP
347
Catalyst Financial Partners
Massachusetts
$93.9M +$2.38M +4,229 +3%
VIA
348
Vantagepoint Investment Advisers
District of Columbia
$93.8M
FCBT
349
First Citizens Bank & Trust
North Carolina
$92.9M -$657K -1,169 -0.7%
1832 Asset Management
350
1832 Asset Management
Ontario, Canada
$92.6M +$23.2M +41,333 +33%