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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 %
SFG
701
Snider Financial Group
Washington
$32.1M +$226K +402 +0.7%
ZRP
702
Zynergy Retirement Planning
New Jersey
$31.9M +$936K +1,590 +3%
EIA
703
Eldridge Investment Advisors
New Hampshire
$31.9M -$1.35M -2,403 -4%
FFO
704
Fortitude Family Office
Arizona
$31.9M +$4.77M +8,496 +18%
SSCM
705
Spectrum Strategic Capital Management
Oregon
$31.9M +$97.8K +174 +0.3%
AFG
706
Arkansas Financial Group
Arkansas
$31.7M +$1.29M +2,441 +4%
FA
707
Flagstar Advisors
New York
$31.6M -$2.12M -3,778 -6%
NWM
708
NRI Wealth Management
California
$31.6M -$2.22M -3,947 -7%
SA
709
Sovran Advisors
California
$31.5M -$2.33M -4,406 -7%
VFPW
710
Vantage Financial Partners (Wisconsin)
Wisconsin
$31.4M +$291K +518 +0.9%
WCM
711
Windsor Capital Management
Arizona
$31.3M -$982K -1,748 -3%
BMM
712
Buffington Mohr McNeal
Idaho
$31.3M +$1.98M +3,519 +7%
VWWMG
713
Vermillion & White Wealth Management Group
Pennsylvania
$31.2M +$9.34M +16,627 +43%
MYIA
714
Mount Yale Investment Advisors
Colorado
$31.2M -$7.67M -13,650 -20%
UFA
715
US Financial Advisors
Massachusetts
$31.2M -$73.6K -131 -0.2%
DJYG
716
David J. Yvars Group
Florida
$31.2M +$905K +1,610 +3%
BFG
717
Beacon Financial Group
Texas
$31.2M -$825K -1,469 -3%
Pictet Asset Management
718
Pictet Asset Management
Switzerland
$31.1M -$40.7M -72,992 -57%
GAB
719
German American Bancorp
Indiana
$31.1M +$278K +494 +0.9%
KG
720
Kilter Group
New York
$30.9M -$2.01M -3,577 -6%
USCWA
721
U.S. Capital Wealth Advisors
Texas
$30.9M +$7.22M +12,857 +31%
PMWMG
722
Parr McKnight Wealth Management Group
Minnesota
$30.8M -$1.34M -2,390 -4%
CWS
723
Cypress Wealth Services
California
$30.8M -$2.94M -5,239 -9%
SIM
724
Stratos Investment Management
Ohio
$30.7M -$833K -1,483 -3%
KCM
725
Kanawha Capital Management
Virginia
$30.5M -$421K -749 -1%