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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 %
S
751
SignatureFD
Georgia
$28.8M -$433K -770 -1%
ERWM
752
Elk River Wealth Management
Colorado
$28.7M +$611K +1,088 +2%
KWS
753
Keystone Wealth Services
California
$28.6M -$163K -290 -0.6%
BA
754
Ballew Advisors
Mississippi
$28.4M +$829K +1,543 +3%
AFW
755
Atlantic Family Wealth
Florida
$28.3M +$1.15M +2,050 +4%
CFP
756
Cascade Financial Partners
California
$28.3M +$282K +502 +1%
CNBOF
757
City National Bank of Florida
Florida
$28.3M +$1.84M +3,272 +7%
CFP
758
Cypress Financial Planning
New Jersey
$28.2M -$2.89M -5,147 -9%
CA
759
CoreCap Advisors
Michigan
$28.2M -$5.65M -10,055 -17%
LF
760
Lantz Financial
Illinois
$28.2M -$3.7M -6,583 -12%
ALA
761
Atlas Legacy Advisors
California
$28.2M -$818K -1,455 -3%
RWA
762
River Wealth Advisors
Pennsylvania
$28.2M +$591K +1,051 +2%
NIWA
763
New Insight Wealth Advisors
California
$28.2M +$1.91M +3,404 +7%
KFA
764
Kapstone Financial Advisors
Ohio
$28.1M +$1.12M +2,000 +4%
CIAS
765
CBIZ Investment Advisory Services
Ohio
$28.1M +$10.1M +17,922 +56%
LPFG
766
Landing Point Financial Group
Ohio
$27.8M -$729K -1,298 -3%
VC
767
Vestor Capital
Illinois
$27.8M +$1.01M +1,801 +4%
IA
768
IFP Advisors
Florida
$27.7M +$1.33M +2,366 +5%
SXL
769
Summit X LLC
Missouri
$27.6M -$1.31M -2,340 -5%
CAAM
770
Cornerstone Advisors Asset Management
Pennsylvania
$27.6M +$248K +442 +0.9%
FNBOH
771
First National Bank of Hutchinson
Kansas
$27.5M -$619K -1,102 -2%
MAG
772
MRA Advisory Group
New Jersey
$27.4M +$1.11M +1,982 +4%
BIAS
773
Beacon Investment Advisory Services
New Jersey
$27.4M -$21.4K -38 -0.1%
BIS
774
BG Investment Services
Guam
$27.3M +$2.49M +4,423 +10%
MM
775
Meridian Management
Arkansas
$27.3M -$9.46M -16,843 -26%