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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 %
GSWM
601
Greenup Street Wealth Management
Michigan
$42.1M +$1.62M +2,886 +4%
National Bank of Canada
602
National Bank of Canada
Quebec, Canada
$42.1M +$8.47M +15,067 +25%
MSA
603
McAlister Sweet & Associates
Texas
$41.8M +$41.8M +74,349 New
FFBTD
604
First Financial Bank - Trust Division
Ohio
$41.8M +$3.64M +6,480 +10%
C
605
Certuity
Florida
$41.6M +$3.2M +5,712 +8%
FCP
606
Fidelis Capital Partners
Florida
$41.4M +$2.01M +3,635 +5%
KFA
607
Kelleher Financial Advisors
New York
$41.2M -$3.79M -6,739 -8%
PFGIA
608
Patriot Financial Group Insurance Agency
Massachusetts
$41.1M -$1.6M -2,855 -4%
Allianz Asset Management
609
Allianz Asset Management
Germany
$41M -$612M -1,089,757 -94%
KFSC
610
Keystone Financial Services (Colorado)
Colorado
$41M -$6.05M -10,775 -13%
LWM
611
Latko Wealth Management
Illinois
$40.9M -$1.29M -2,296 -3%
WFPG
612
Waller Financial Planning Group
Ohio
$40.9M -$4.54M -8,073 -10%
WPW
613
Watershed Private Wealth
Illinois
$40.8M -$2.84M -5,049 -6%
MA
614
MCF Advisors
Kentucky
$40.5M -$600K -1,067 -1%
WS
615
Wedbush Securities
California
$40.2M +$975K +1,736 +2%
SCA
616
Stonebridge Capital Advisors
Minnesota
$40.2M +$1.76M +3,125 +5%
CTA
617
Colonial Trust Advisors
South Carolina
$39.7M +$1.68M +2,983 +4%
B
618
Bailard
California
$39.7M -$64.1K -114 -0.2%
CIA
619
Capital Investment Advisors
Georgia
$39.7M +$1.42M +2,534 +4%
AFP
620
Alpha Financial Partners
Kentucky
$39.6M +$2.42M +4,304 +7%
WHG
621
Westwood Holdings Group
Texas
$39.6M +$686K +1,221 +2%
PGFC
622
Peapack-Gladstone Financial Corp
New Jersey
$39.6M +$168K +299 +0.4%
HNW
623
High Note Wealth
Minnesota
$39.5M +$2.02M +3,596 +5%
VFA
624
Voya Financial Advisors
Connecticut
$39.5M -$3.15M -5,651 -7%
TWC
625
TD Waterhouse Canada
Ontario, Canada
$39.4M -$8.17M -14,503 -17%