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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 %
AWM
876
Abound Wealth Management
Tennessee
$21.3M +$1.65M +2,937 +8%
VWA
877
VERITY Wealth Advisors
United States
$21.3M
RFG
878
RFP Financial Group
Georgia
$21.2M +$430K +765 +2%
DPI
879
Diversified Portfolios Inc
Michigan
$21.2M -$121K -216 -0.6%
HI
880
Human Investing
Oregon
$21.2M -$248K -441 -1%
SF
881
SWP Financial
California
$21.1M -$433K -771 -2%
PWP
882
PrairieView Wealth Partners
Illinois
$21M +$1.54M +2,733 +8%
HSWM
883
Hubbell Strickland Wealth Management
Louisiana
$20.8M +$573K +1,019 +3%
SAS
884
Sage Advisory Services
Texas
$20.8M +$614K +1,092 +3%
T. Rowe Price Associates
885
T. Rowe Price Associates
Maryland
$20.8M -$5.35M -9,520 -20%
MW
886
Members Wealth
Pennsylvania
$20.7M +$3.81M +6,783 +23%
4WM
887
4J Wealth Management
Virginia
$20.7M +$1.65M +2,930 +9%
SS
888
SBI Securities
Japan
$20.6M -$1.48M -2,639 -7%
AWM
889
Avaii Wealth Management
Wisconsin
$20.6M -$4.72M -8,397 -19%
TSWM
890
Tyler-Stone Wealth Management
Ohio
$20.5M +$1.56M +2,780 +8%
FLP
891
Financial Life Planners
Arizona
$20.5M -$89.3K -159 -0.4%
WA
892
WBH Advisory
Maryland
$20.4M +$1.14M +2,028 +6%
EFM
893
Eley Financial Management
Vermont
$20.3M -$16.9K -30 -0.1%
CFS
894
Commonwealth Financial Services
West Virginia
$20.3M -$999K -1,777 -5%
RIA
895
Richwood Investment Advisors
Ohio
$20.2M +$602K +1,071 +3%
CAC
896
Certified Advisory Corp
Florida
$20.1M -$407K -725 -2%
OWA
897
One Wealth Advisors
California
$20.1M -$1.47M -2,616 -7%
APM
898
a16z Perennial Management
California
$20M
CFO
899
CVA Family Office
Colorado
$20M +$636K +1,132 +3%
SCA
900
Southern Capital Advisors
Tennessee
$20M +$455K +809 +2%