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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 %
SC
801
Saiph Capital
New Jersey
$25.8M -$134K -238 -0.5%
NFP
802
NorthLanding Financial Partners
New York
$25.8M +$27K +48 +0.1%
DT
803
Diversified Trust
Tennessee
$25.8M +$1.07M +1,903 +4%
PCM
804
Pennsylvania Capital Management
Pennsylvania
$25.8M +$957K +1,704 +4%
FDP
805
Financiere des Professionnels
Quebec, Canada
$25.7M +$1.26M +2,250 +5%
SL
806
Sentinus LLC
Illinois
$25.6M -$2.44M -4,351 -9%
BEI
807
Benjamin Edwards Inc
Missouri
$25.6M -$845K -1,503 -3%
WWA
808
WCG Wealth Advisors
Nevada
$25.5M -$3.89M -6,924 -13%
CI
809
CacheTech Inc
Utah
$25.5M -$8.05M -14,321 -24%
AWM
810
Adams Wealth Management
Utah
$25.5M -$7.79M -13,864 -23%
SIA
811
Soltis Investment Advisors
Utah
$25.5M +$242K +431 +1%
IFPG
812
Intrepid Financial Planning Group
Indiana
$25.5M -$727K -1,293 -3%
IFA
813
Interactive Financial Advisors
Illinois
$25.4M +$262K +466 +1%
SAM
814
Securian Asset Management
Minnesota
$25.3M -$5.9M -10,500 -19%
EWM
815
Evermay Wealth Management
Virginia
$25.1M -$2.04M -3,632 -8%
SAG
816
SageView Advisory Group
California
$25.1M -$15.2K -27 -0.1%
HCA
817
Harbor Capital Advisors
Illinois
$25M +$23.6M +42,019 +1,660%
RBWA
818
RFG - Bristol Wealth Advisors
Massachusetts
$25M +$836K +1,488 +3%
BWM
819
Brown Wealth Management
Illinois
$24.9M +$3.37M +5,997 +16%
CIAS
820
CFS Investment Advisory Services
New Jersey
$24.9M +$941K +1,674 +4%
LWM
821
Liberty Wealth Management
California
$24.9M -$8.73M -15,547 -26%
HCM
822
Hicks Capital Management
Ohio
$24.8M +$24.8M +44,112 New
AWA
823
Adapt Wealth Advisors
Georgia
$24.7M +$717K +1,276 +3%
WHCFA
824
William Howard & Co Financial Advisors
Tennessee
$24.7M -$1.45M -2,588 -6%
ACA
825
Aptus Capital Advisors
Alabama
$24.6M +$369K +657 +2%