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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 %
SWA
576
Serenus Wealth Advisors
California
$44.1M +$12.4M +40,834 +39%
FMN
577
Financial Management Network
California
$44M +$3.68M +7,260 +9%
CGFA
578
Colton Groome Financial Advisors
North Carolina
$43.9M -$8.39M -15,040 -16%
CWM
579
Cornerstone Wealth Management
Missouri
$43.9M -$711K -1,265 -2%
BWP
580
Bernardo Wealth Planning
Pennsylvania
$43.8M +$1.16M +2,059 +3%
MG
581
Mather Group
Illinois
$43.8M -$7.33M -13,045 -14%
SA
582
Stewardship Advisors
Pennsylvania
$43.8M -$15.1M -26,792 -26%
CL
583
CLG LLC
California
$43.7M +$3.6M +6,402 +9%
KTA
584
Keeley-Teton Advisors
Illinois
$43.7M -$79.8K -142 -0.2%
SCM
585
Spreng Capital Management
Ohio
$43.7M +$78.1K +139 +0.2%
I
586
INVST
Indiana
$43.5M -$7.66M -13,631 -15%
RPC
587
Rossmore Private Capital
Connecticut
$43.4M +$1.06M +1,884 +3%
AWM
588
AAF Wealth Management
Massachusetts
$43.2M +$604K +1,075 +1%
FTS
589
Fifth Third Securities
Ohio
$43M +$2.92M +5,195 +7%
WAAG
590
Wealth Alliance Advisory Group
Kansas
$43M +$43.3K +77 +0.1%
JWA
591
JFS Wealth Advisors
Pennsylvania
$42.8M +$2.48M +4,415 +6%
ACGA
592
Atlanta Consulting Group Advisors
Georgia
$42.8M +$29.8K +53 +0.1%
CPSAC
593
Chas P. Smith & Associates (CPS)
Florida
$42.7M -$1.15M -2,038 -3%
PAS
594
PKS Advisory Services
New York
$42.7M +$2.25M +4,013 +6%
LLWM
595
Life Line Wealth Management
California
$42.3M +$1.8M +3,196 +4%
PFG
596
PAX Financial Group
Texas
$42.3M -$1.77M -3,143 -4%
BWM
597
BankPlus Wealth Management
Mississippi
$42.3M +$9.69M +17,244 +30%
AF
598
Advisornet Financial
Minnesota
$42.3M +$6.66M +11,845 +19%
RA
599
Riverstone Advisors
Texas
$42.3M -$483K -860 -1%
HCM
600
Hollencrest Capital Management
California
$42.2M -$1.1M -1,954 -3%