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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 %
MWP
951
Madison Wealth Partners
Wisconsin
$17.8M +$680K +1,210 +4%
CIP
952
Capital Insight Partners
Arizona
$17.8M +$1.39M +2,479 +8%
WCFA
953
Walkner Condon Financial Advisors
Wisconsin
$17.7M -$199K -354 -1%
MWP
954
MYCIO Wealth Partners
Pennsylvania
$17.7M +$150K +267 +0.9%
DI
955
DAGCO Inc
Ohio
$17.6M +$829K +1,476 +5%
OSAM
956
O'Shaughnessy Asset Management
Connecticut
$17.6M +$5.58M +9,932 +46%
WWM
957
Wiser Wealth Management
Georgia
$17.6M +$1.44M +2,563 +9%
TNB
958
Thomasville National Bank
Georgia
$17.5M +$562 +1 +0%
AG
959
Ascent Group
Virginia
$17.4M +$7.36M +13,090 +73%
SSW
960
Smith Shellnut Wilson
Mississippi
$17.4M +$238K +423 +1%
VHAM
961
Van Hulzen Asset Management
California
$17.3M -$382K -679 -2%
AMG
962
Asset Management Group
Connecticut
$17.3M -$138K -246 -0.8%
BFS
963
Bradley Foster & Sargent
Connecticut
$17.3M -$583K -1,038 -3%
MSWMA
964
Market Street Wealth Management Advisors
Indiana
$17.2M -$460K -818 -3%
GVAG
965
Great Valley Advisor Group
Delaware
$17.2M -$1.19M -2,110 -6%
XF
966
XML Financial
Maryland
$17.2M -$229K -408 -1%
TVM
967
True Vision MN
Minnesota
$17.2M -$2.49M -4,426 -13%
GFG
968
Goldstone Financial Group
Illinois
$17.2M +$270K +480 +2%
WPC
969
Waters Parkerson & Co
Louisiana
$17.1M +$3.31M +5,893 +24%
AWP
970
Astra Wealth Partners
New Jersey
$17.1M +$64.6K +115 +0.4%
BRM
971
Boston Research & Management
Massachusetts
$17.1M -$1.03M -1,839 -6%
CWM
972
Centurion Wealth Management
Virginia
$17.1M
OWCM
973
One Wealth Capital Management
Arizona
$17.1M -$2.72M -4,838 -14%
BAM
974
Belpointe Asset Management
Nevada
$17.1M +$8.48M +15,093 +99%
CLOS
975
Compagnie Lombard Odier SCmA
Switzerland
$17M +$1.17M +2,088 +7%