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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 %
SAM
351
Satovsky Asset Management
New York
$92.3M -$2.82M -5,031 -3%
WAG
352
Winthrop Advisory Group
Massachusetts
$92M -$1.21M -2,156 -1%
ABTD
353
Arvest Bank Trust Division
Oklahoma
$91.6M -$5.8M -10,326 -6%
HWAM
354
Hennion & Walsh Asset Management
New Jersey
$90.4M +$53.8M +95,822 +147%
SAM
355
Standpoint Asset Management
Arizona
$90M +$6.01M +10,700 +7%
FCFC
356
First Commonwealth Financial Corp
Pennsylvania
$89.7M -$4.46M -7,943 -5%
WTC
357
WhitTier Trust Company
Nevada
$89.4M +$278K +494 +0.3%
KWMG
358
King Wealth Management Group
Florida
$89.4M +$1.1M +1,962 +1%
II
359
Ironclad Investments
Florida
$89.4M +$9.51M +16,919 +12%
TC
360
TownSquare Capital
Utah
$88.2M +$2.38M +4,244 +3%
FWM
361
FFT Wealth Management
Pennsylvania
$87.9M +$28.6M +50,901 +48%
Victory Capital Management
362
Victory Capital Management
Texas
$87.5M +$52.6M +93,577 +151%
BMCM
363
Bryn Mawr Capital Management
Pennsylvania
$87.4M -$2.08M -3,698 -2%
TC
364
Trilogy Capital
California
$87.3M +$60.9M +108,421 +231%
SYBT
365
Stock Yards Bank & Trust
Kentucky
$87.2M +$2.38M +4,240 +3%
Betterment LLC
366
Betterment LLC
New York
$86.7M -$2.58M -4,593 -3%
AIA
367
Alternative Investment Advisors
Florida
$86M +$3.19M +5,676 +4%
FMWA
368
Forvis Mazars Wealth Advisors
Missouri
$85.9M -$2.22M -3,959 -3%
RCA
369
Resonant Capital Advisors
Wisconsin
$83.9M +$3.34M +5,940 +4%
TIM
370
Tortoise Investment Management
New York
$83.8M -$497K -884 -0.6%
CA
371
Cambridge Associates
Massachusetts
$83.1M -$706K -1,256 -0.8%
PS
372
Principal Securities
Iowa
$82.8M +$897K +1,523 +1%
CAM
373
Chandler Asset Management
California
$82.7M -$5.91M -10,526 -7%
RFA
374
RTD Financial Advisors
Pennsylvania
$81.2M -$2.79M -4,963 -3%
PP
375
PDS Planning
Ohio
$80.2M +$1.68M +2,997 +2%