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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 %
LWA
451
Lineweaver Wealth Advisors
Ohio
$63.4M +$1.65M +2,929 +3%
SQA
452
Simon Quick Advisors
New Jersey
$63.3M -$4.52M -8,041 -7%
FPGK
453
Financial Partners Group (Kansas)
Kansas
$63.2M +$624K +1,110 +1%
AFG
454
Atomi Financial Group
New York
$62.8M +$8.45M +15,042 +16%
MWA
455
Meridian Wealth Advisors
Texas
$62.8M +$3.23M +5,746 +5%
KA
456
Kovack Advisors
Florida
$62.5M -$12.4M -22,014 -17%
APCM
457
Alaska Permanent Capital Management
Alaska
$62.1M -$9.94M -17,703 -14%
AIP
458
Ameritas Investment Partners
Nebraska
$61.9M +$1.05M +1,866 +2%
UW
459
Unique Wealth
Florida
$61.8M -$20.1M -35,819 -25%
HWM
460
HighMark Wealth Management
Minnesota
$61.5M -$84.8K -151 -0.1%
RA
461
Rational Advisors
New York
$61.4M +$4.51M +8,018 +8%
OC
462
Oppenheimer & Co
New York
$61.3M +$1.05M +1,869 +2%
SMC
463
Smith, Moore & Co
Missouri
$61M -$836K -1,488 -1%
SHIM
464
Stone House Investment Management
Pennsylvania
$61M +$3.89M +6,922 +7%
HA
465
Harfst & Associates
Wyoming
$60.8M +$1.57M +2,801 +3%
CCB
466
Country Club Bank
Missouri
$60.6M +$3.58M +6,412 +6%
WSFS
467
Wilmington Savings Fund Society
Delaware
$60.1M +$482K +858 +0.8%
BHWM
468
Bar Harbor Wealth Management
New Hampshire
$60M -$719K -1,279 -1%
RhumbLine Advisers
469
RhumbLine Advisers
Massachusetts
$60M +$4.9M +8,712 +9%
HFA
470
High Falls Advisors
New York
$59.2M -$6.83M -12,155 -10%
KWM
471
Keebeck Wealth Management
Illinois
$59.1M +$2.06M +3,658 +4%
MMA
472
Miracle Mile Advisors
California
$58.8M +$3.66M +6,520 +7%
CGA
473
Crescent Grove Advisors
Illinois
$58.4M -$1.53M -2,729 -3%
CWA
474
Consilio Wealth Advisors
Washington
$58.4M +$4.3M +7,654 +8%
AssetMark Inc
475
AssetMark Inc
California
$58.3M -$613M -1,090,311 -91%