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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 %
CFGF
776
Compass Financial Group (Florida)
Florida
$27.3M -$21.9K -39 -0.1%
PAMG
777
Patton Albertson Miller Group
Tennessee
$27.3M +$8.13M +14,465 +42%
FPCP
778
Fort Point Capital Partners
California
$27.2M -$761K -1,355 -3%
MWM
779
Meridian Wealth Management
Kentucky
$27.2M -$1.84M -3,266 -6%
OCM
780
One Capital Management
California
$27.2M +$28.1K +50 +0.1%
NA
781
Nottingham Advisors
New York
$27M -$30.8M -54,743 -53%
ACM
782
Ascent Capital Management
Oregon
$27M +$975K +1,736 +4%
PWMAG
783
Pinnacle Wealth Management Advisory Group
New Jersey
$26.9M +$743K +1,322 +3%
VFG
784
Valley Financial Group
Pennsylvania
$26.9M +$2.19M +3,898 +9%
WIA
785
World Investment Advisors
California
$26.9M +$1.25M +2,231 +5%
BWA
786
Boulder Wealth Advisors
Colorado
$26.9M +$494K +880 +2%
VWM
787
Vivid Wealth Management
Iowa
$26.8M +$187K +332 +0.7%
AA
788
ACT Advisors
North Carolina
$26.8M -$1.19M -2,110 -4%
CFC
789
Client First Capital
California
$26.7M +$353K +628 +1%
OGF
790
Orin Green Financial
California
$26.6M +$26.6M +51,598 New
DWM
791
Drive Wealth Management
Utah
$26.6M -$1.9M -3,377 -7%
SCA
792
Sandy Cove Advisors
Massachusetts
$26.6M -$101K -179 -0.4%
CB
793
Community Bank
New York
$26.5M -$28.4M -50,479 -52%
LFG
794
Leverty Financial Group
Wisconsin
$26.5M +$491K +874 +2%
VFP
795
Verus Financial Partners
Virginia
$26.4M +$416K +771 +2%
ACM
796
Aurdan Capital Management
Pennsylvania
$26.3M +$9.12M +16,228 +53%
MTC
797
Matrix Trust Company
Colorado
$26.3M +$1.67M +2,967 +7%
COFSG
798
Carbahal Olsen Financial Services Group
California
$26.3M +$244K +435 +0.9%
AWG
799
Altus Wealth Group
Colorado
$26.3M +$6.51M +11,592 +33%
VCM
800
Verger Capital Management
North Carolina
$25.9M +$80.4K +143 +0.3%