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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 %
GF
976
Gimbal Financial
Indiana
$16.9M -$7.72M -13,741 -31%
EW
977
Element Wealth
Mississippi
$16.9M -$594K -1,058 -3%
SAM
978
Summit Asset Management
Tennessee
$16.9M +$11.8K +21 +0.1%
SCM
979
Sunbeam Capital Management
Georgia
$16.9M +$879K +1,565 +6%
MWM
980
Mission Wealth Management
California
$16.8M +$4M +7,119 +31%
AL
981
ADE LLC
Maryland
$16.8M +$202K +360 +1%
EFM
982
E Fund Management
China
$16.7M +$1.12M +1,987 +7%
EFMH
983
E Fund Management (HK)
Hong Kong
$16.7M +$1.12M +1,987 +7%
FPAS
984
Focus Partners Advisor Solutions
Missouri
$16.7M +$927K +1,649 +6%
Vanguard Group
985
Vanguard Group
Pennsylvania
$16.6M +$261K +465 +2%
CM
986
Columbus Macro
Pennsylvania
$16.6M -$489K -870 -3%
OC
987
Oarsman Capital
Wisconsin
$16.5M -$1.81M -3,213 -10%
CFS
988
Coordinated Financial Services
Colorado
$16.5M -$204K -363 -1%
SIM
989
Synergy Investment Management
Florida
$16.3M -$420K -748 -3%
Retirement Systems of Alabama
990
Retirement Systems of Alabama
Alabama
$16.2M +$59K +105 +0.4%
SFG
991
Sovereign Financial Group
Connecticut
$16.1M -$1.24M -2,209 -7%
NL
992
NWAM LLC
Washington
$16.1M -$13.3M -23,645 -45%
SS
993
Sunbelt Securities
Texas
$16.1M -$4.46M -7,939 -22%
CAG
994
Csenge Advisory Group
Florida
$16M -$665K -1,257 -4%
OWA
995
Oak Wealth Advisors
Illinois
$16M +$615K +1,095 +4%
PCA
996
Pallas Capital Advisors
Massachusetts
$15.9M +$3.37K +6 +0%
SAF
997
Smith Anglin Financial
Texas
$15.9M -$442K -787 -3%
BAS
998
Breakthru Advisory Services
Wisconsin
$15.9M -$739K -1,315 -4%
AA
999
ArborFi Advisors
Michigan
$15.8M +$1.61M +2,868 +11%
SAS
1000
SMI Advisory Services
Indiana
$15.8M +$2.96M +5,852 +23%