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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 %
CWA
826
Centennial Wealth Advisory
Michigan
$24.5M +$16.6M +29,460 +208%
MNBTD
827
Moody National Bank Trust Division
Texas
$24.4M
AFC
828
Adaptive Financial Consulting
Ohio
$24.4M -$654K -1,164 -3%
SWMG
829
Sanchez Wealth Management Group
Florida
$24.4M +$52.8K +94 +0.2%
LKWM
830
Lee-Kelleher Wealth Management
Maryland
$24.3M +$540K +961 +2%
FB
831
Fulton Bank
Pennsylvania
$24.2M +$138K +246 +0.6%
NPT
832
Nixon Peabody Trust
Massachusetts
$24.1M +$9.18M +16,344 +61%
AGC
833
Aspen Grove Capital
Colorado
$24.1M
CG
834
Cynosure Group
Utah
$24.1M -$3.04M -5,412 -11%
LP
835
LGL Partners
Pennsylvania
$24.1M -$37.6M -66,902 -61%
RWIA
836
Roger Wittlin Investment Advisory
California
$24M -$875K -1,558 -4%
PP
837
Passaic Partners
New Jersey
$23.9M +$6.58M +11,711 +38%
AIA
838
Armor Investment Advisors
North Carolina
$23.8M +$184K +327 +0.8%
PPWM
839
PFG Private Wealth Management
Florida
$23.8M +$740K +1,317 +3%
ABWM
840
Alpine Bank Wealth Management
Colorado
$23.8M +$23.8M +42,427 New
BHWM
841
Bay Harbor Wealth Management
Maryland
$23.7M -$1.08M -1,921 -4%
GC
842
Guggenheim Capital
Illinois
$23.7M
APW
843
Acima Private Wealth
Virginia
$23.7M +$3.1M +5,524 +15%
BJL
844
Brighton Jones LLC
Washington
$23.6M +$1.31M +2,332 +6%
CIBC Asset Management
845
CIBC Asset Management
Ontario, Canada
$23.4M
TF
846
Trek Financial
Arizona
$23.4M -$3.84M -6,834 -14%
PCP
847
Panoramic Capital Partners
Oregon
$23.3M +$2.21M +4,437 +10%
TIAAOA
848
Teachers Insurance & Annuity Association of America
New York
$23.3M
BHIA
849
Birch Hill Investment Advisors
Massachusetts
$23.3M +$279K +497 +1%
FA
850
Fountainhead AM
New Jersey
$23M -$1.13M -2,014 -5%