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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 %
DSA
526
Droms Strauss Advisors
Missouri
$49.1M -$1.13M -2,010 -2%
SFS
527
Sowell Financial Services
Arkansas
$49.1M +$4.84M +8,613 +11%
NL
528
Nuveen LLC
North Carolina
$49.1M +$49.1M +87,334 New
SL
529
SWMG LLC
Texas
$49M -$3.58M -6,477 -7%
GSWM
530
Golden State Wealth Management
California
$48.7M -$2.77M -4,929 -5%
ACA
531
Affinity Capital Advisors
California
$48.6M +$516K +961 +1%
MFS
532
Madrona Financial Services
Washington
$48.5M +$18.6M +33,090 +62%
RL
533
Rogco LP
Oklahoma
$48.5M +$1.53M +2,715 +3%
WA
534
Waterford Advisors
New York
$48.4M +$43.3K +77 +0.1%
MWC
535
MKD Wealth Coaches
Michigan
$48.1M +$483K +859 +1%
EA
536
Enclave Advisors
Texas
$48M -$2.05M -3,641 -4%
BA
537
Bluesphere Advisors
Pennsylvania
$47.9M +$4.2M +7,480 +10%
BOCM
538
Bontempo Ohly Capital Management
Maryland
$47.7M -$8.23M -14,649 -15%
CIA
539
Concurrent Investment Advisors
Florida
$47.7M -$4.8M -8,550 -9%
AA
540
Ancora Advisors
Ohio
$47.4M +$301K +535 +0.6%
TCM
541
Towercrest Capital Management
Pennsylvania
$47.3M -$16.4M -29,132 -26%
AC
542
Asio Capital
Kentucky
$47.2M +$8.1M +14,408 +21%
CFFNO
543
Common Fund For Nonprofit Organizations
Connecticut
$47.1M +$14.6M +25,924 +45%
MSA
544
Marino Stram & Associates
Massachusetts
$46.8M +$1.02M +1,820 +2%
SW
545
Simplicity Wealth
New Jersey
$46.7M +$16.9M +30,127 +57%
UOMF
546
University of Massachusetts Foundation
Massachusetts
$46.6M
AAM
547
Ackerman Asset Management
Maryland
$46.5M +$46.5M +82,812 New
CFO
548
Custos Family Office
Texas
$46.4M +$816K +1,453 +2%
BAM
549
Beaumont Asset Management
Texas
$46.2M +$3.34M +5,946 +8%
BSSFA
550
Baron Silver Stevens Financial Advisors
Florida
$46.1M +$810K +1,441 +2%