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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 %
PCS
1076
Private Client Services
Kentucky
$13.4M +$4.61M +8,205 +53%
AWM
1077
Axxcess Wealth Management
California
$13.4M -$1.84M -3,279 -12%
PA
1078
PFG Advisors
Arizona
$13.4M +$155K +276 +1%
BIA
1079
Bigelow Investment Advisors
Maine
$13.3M -$116K -207 -0.9%
ECM
1080
Evergreen Capital Management
Washington
$13.3M -$135K -240 -1%
LFS
1081
Lutz Financial Services
Nebraska
$13.3M -$621K -1,106 -4%
CHA
1082
Cooper/Haims Advisors
New York
$13.3M -$129K -230 -1%
FAIM
1083
Financial Advocates Investment Management
Washington
$13.3M -$1.01M -1,795 -7%
TWM
1084
TSA Wealth Management
Texas
$13.2M -$723K -1,287 -5%
GAM
1085
Gould Asset Management
California
$13.2M -$214K -380 -2%
MPM
1086
Meritage Portfolio Management
Kansas
$13.2M -$2.16M -3,848 -14%
EPW
1087
Endeavor Private Wealth
Kansas
$13.1M +$6.77M +12,051 +106%
FC
1088
Fusion Capital
South Carolina
$13.1M -$83.7K -149 -0.6%
CG
1089
Caprock Group
Idaho
$13M +$1M +1,786 +8%
SR
1090
Syntax Research
Florida
$13M +$1.91M +3,407 +17%
PNC
1091
Park National Corp
Ohio
$13M +$126K +224 +1%
CTWM
1092
Cherry Tree Wealth Management
Minnesota
$13M +$612K +1,090 +5%
PTC
1093
Private Trust Company
Ohio
$12.9M +$428K +761 +3%
MWA
1094
Motive Wealth Advisors
Michigan
$12.9M -$265K -471 -2%
NSIM
1095
North Star Investment Management
Illinois
$12.9M +$27K +48 +0.2%
SWA
1096
Sax Wealth Advisors
New Jersey
$12.9M +$3.24M +5,763 +34%
GA
1097
GFS Advisors
Texas
$12.9M +$3.83M +6,815 +42%
SWM
1098
Scissortail Wealth Management
Oklahoma
$12.9M -$2.2M -3,922 -15%
ES
1099
ETF Store
Kansas
$12.8M -$835K -1,486 -6%
KWM
1100
Kingsview Wealth Management
Oregon
$12.8M -$3.86M -6,875 -23%