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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 %
WBG
501
Wharton Business Group
Pennsylvania
$53.2M -$136K -242 -0.3%
DE
502
Diversified Enterprises
Delaware
$53.1M +$2.53M +4,504 +5%
RFP
503
Roth Financial Partners
Texas
$52.8M +$1.4M +2,489 +3%
CFC
504
Coyle Financial Counsel
Illinois
$52.7M +$4.5M +8,010 +9%
BFA
505
Beaumont Financial Advisors
Massachusetts
$52.5M +$220K +391 +0.4%
BA
506
Bristlecone Advisors
Washington
$52.4M +$1.97M +3,502 +4%
FYW
507
Future You Wealth
New York
$52.3M +$5.64M +10,039 +12%
PIM
508
Parker Investment Management
California
$52.1M -$12.3M -21,837 -19%
KPWS
509
Kestra Private Wealth Services
Texas
$52.1M +$1.05M +1,877 +2%
CI
510
CX Institutional
Indiana
$52.1M -$213K -379 -0.4%
FCI
511
Financial Counselors Inc
Kansas
$51.9M +$775K +1,379 +2%
ATPW
512
Ashton Thomas Private Wealth
Arizona
$51.8M -$1.77M -3,158 -3%
HCMT
513
Highland Capital Management (Tennessee)
Tennessee
$51.7M -$442K -786 -0.8%
OFG
514
Oxford Financial Group
Indiana
$51.5M -$1.05M -1,864 -2%
BOS
515
Bank of Stockton
California
$51.4M -$707K -1,259 -1%
IA
516
IFS Advisors
Kansas
$50.5M -$119K -212 -0.2%
SFA
517
Sequoia Financial Advisors
Ohio
$50M +$1.95M +3,468 +4%
WA
518
Wealth Alliance
New York
$49.8M -$4.44M -7,902 -8%
SWM
519
SigFig Wealth Management
California
$49.8M +$18.4M +33,052 +59%
CCG
520
Cypress Capital Group
Florida
$49.6M -$2.3M -4,098 -4%
VWA
521
Visionary Wealth Advisors
Illinois
$49.5M -$425K -757 -0.9%
ST
522
Smithfield Trust
Pennsylvania
$49.4M -$853K -1,518 -2%
MHC
523
May Hill Capital
Massachusetts
$49.4M +$1.14M +2,035 +2%
Rafferty Asset Management
524
Rafferty Asset Management
New York
$49.2M -$15.4M -27,349 -24%
EWA
525
EP Wealth Advisors
California
$49.2M +$820K +1,460 +2%