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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 %
SWC
376
Spectrum Wealth Counsel
Indiana
$80.2M +$1.78M +3,163 +2%
ACM
377
Advisors Capital Management
New Jersey
$79.3M +$10.5M +18,743 +15%
CTB
378
Country Trust Bank
Illinois
$79.1M -$248K -441 -0.3%
DP
379
Divergent Planning
Maryland
$78.7M +$444K +782 +0.6%
KIM
380
Karpus Investment Management
New York
$78.7M -$2.36M -4,207 -3%
ACM
381
Arcataur Capital Management
Wisconsin
$78.4M +$3.82M +6,802 +5%
ONB
382
Old National Bancorp
Indiana
$78.4M -$913K -1,624 -1%
CSWG
383
Cardinal Strategic Wealth Guidance
Kentucky
$77.9M +$9.92M +17,663 +15%
RDFA
384
Ritter Daniher Financial Advisory
Ohio
$77.7M +$1.87M +3,321 +2%
CL
385
Choreo LLC
Illinois
$77.7M -$4.64M -8,255 -6%
JF
386
JSF Financial
California
$76.8M -$2.2M -3,923 -3%
Arrowstreet Capital
387
Arrowstreet Capital
Massachusetts
$76.5M +$17.5M +31,167 +30%
JWM
388
JGP Wealth Management
Oregon
$75.9M +$27.8M +49,560 +58%
IC
389
IEQ Capital
California
$75.9M +$8.47M +15,072 +13%
PRA
390
Pine Ridge Advisers
New York
$75.9M
PA
391
Pinnacle Associates
New York
$75.6M -$150K -267 -0.2%
GPW
392
Gray Private Wealth
Massachusetts
$75.3M +$4.13M +7,355 +6%
DIP
393
DT Investment Partners
Pennsylvania
$75M +$2.36M +4,207 +3%
PWA
394
Physician Wealth Advisors
Utah
$75M -$864K -1,538 -1%
ANTB
395
AMG National Trust Bank
Colorado
$74.9M -$320K -569 -0.4%
PCG
396
Prosperity Consulting Group
Maryland
$74.5M +$1.14M +2,024 +2%
SFS
397
Summit Financial Strategies
Ohio
$74.3M +$1.13M +2,013 +2%
CWMK
398
Caliber Wealth Management (Kansas)
Kansas
$74.3M +$74.3M +132,168 New
QCM
399
Quantinno Capital Management
New York
$74.1M +$27.9M +49,584 +60%
AA
400
ALPS Advisors
Colorado
$74.1M +$205K +365 +0.3%