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iShares Core S&P 500 ETF

3,519 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 139 funds opening new positions, 1,499 increasing their positions, 1,434 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less capital invested

Capital invested by funds: $454B → $445B (-$9.05B)

2% less funds holding

Funds holding: 3,5733,519 (-54)

2% less funds holding in top 10

Funds holding in top 10: 1,1671,147 (-20)

Holders
3,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,147
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.6B
Puts
$2.73B
Net Calls
Net Calls Change

Top Buyers

1 +$8.64B
2 +$4.24B
3 +$3.24B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.21B
5
BlackRock
BlackRock
New York
+$2.55B

Top Sellers

1 -$1.85B
2 -$1.33B
3 -$1.28B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$951M
5
BCM
BlueCrest Capital Management
Jersey
-$902M
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
501
Wharton Business Group
Pennsylvania
$53.2M
DE
502
Diversified Enterprises
Delaware
$53.1M
RFP
503
Roth Financial Partners
Texas
$52.8M
CFC
504
Coyle Financial Counsel
Illinois
$52.7M
BFA
505
Beaumont Financial Advisors
Massachusetts
$52.5M
BA
506
Bristlecone Advisors
Washington
$52.4M
FYW
507
Future You Wealth
New York
$52.3M
PIM
508
Parker Investment Management
California
$52.1M
KPWS
509
Kestra Private Wealth Services
Texas
$52.1M
CI
510
CX Institutional
Indiana
$52.1M
FCI
511
Financial Counselors Inc
Kansas
$51.9M
ATPW
512
Ashton Thomas Private Wealth
Arizona
$51.8M
HCMT
513
Highland Capital Management (Tennessee)
Tennessee
$51.7M
OFG
514
Oxford Financial Group
Indiana
$51.5M
BOS
515
Bank of Stockton
California
$51.4M
IA
516
IFS Advisors
Kansas
$50.5M
SFA
517
Sequoia Financial Advisors
Ohio
$50M
WA
518
Wealth Alliance
New York
$49.8M
SWM
519
SigFig Wealth Management
California
$49.8M
CCG
520
Cypress Capital Group
Florida
$49.6M
VWA
521
Visionary Wealth Advisors
Illinois
$49.5M
ST
522
Smithfield Trust
Pennsylvania
$49.4M
MHC
523
May Hill Capital
Massachusetts
$49.4M
Rafferty Asset Management
524
Rafferty Asset Management
New York
$49.2M
EWA
525
EP Wealth Advisors
California
$49.2M