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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 %
SVWG
851
Shared Vision Wealth Group
United States
$23M -$1.84M -3,269 -7%
NOI
852
Newton One Investments
Delaware
$22.8M +$20.5M +36,541 +891%
CAM
853
Cobblestone Asset Management
Virginia
$22.8M -$82.6K -147 -0.4%
NGA
854
Naples Global Advisors
Florida
$22.8M +$455K +809 +2%
JFG
855
JMG Financial Group
Illinois
$22.8M -$427K -760 -2%
IWP
856
IAG Wealth Partners
Wisconsin
$22.6M -$587K -1,044 -3%
GKWIM
857
Gerber Kawasaki Wealth & Investment Management
California
$22.6M +$202K +360 +0.9%
RWMH
858
Riverpoint Wealth Management Holdings
Illinois
$22.6M +$316K +562 +1%
EFS
859
Essex Financial Services
Connecticut
$22.2M +$518K +921 +2%
MWP
860
Moller Wealth Partners
$22.2M +$604K +1,075 +3%
NFG
861
Nadler Financial Group
Illinois
$22.2M +$542K +965 +3%
BFG
862
Bleakley Financial Group
New Jersey
$22.2M +$1.77M +3,150 +9%
CST
863
Charles Schwab Trust
Nevada
$22.2M +$425K +757 +2%
WDG
864
Wealth Dimensions Group
Ohio
$22.1M -$34.8K -62 -0.2%
SIAM
865
Sterling Investment Advisors (Missouri)
Missouri
$22M +$529K +942 +2%
NRW
866
Nova R Wealth
Kansas
$22M +$22.5K +40 +0.1%
GCA
867
Greenwood Capital Associates
South Carolina
$21.9M -$9.5M -16,908 -30%
FPW
868
Flagship Private Wealth
Massachusetts
$21.9M -$2.34M -4,159 -10%
GBT
869
Grove Bank & Trust
Florida
$21.8M +$875K +1,557 +4%
LA
870
Legacy Advisors
Pennsylvania
$21.8M +$128K +227 +0.6%
MA
871
Marquette Associates
Illinois
$21.5M +$225K +400 +1%
HWA
872
HCR Wealth Advisors
California
$21.5M +$443K +789 +2%
SF
873
Synovus Financial
Georgia
$21.4M +$448K +798 +2%
AWMG
874
Alliance Wealth Management Group
New Jersey
$21.4M +$452K +804 +2%
ML
875
McAdam LLC
Pennsylvania
$21.4M -$2.03M -3,618 -9%