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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 %
JHCP
1101
Jackson Hole Capital Partners
Oklahoma
$12.8M +$293K +522 +2%
MFG
1102
Mosaic Financial Group
Illinois
$12.7M -$272K -484 -2%
GWANC
1103
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.7M +$32K +57 +0.3%
VVP
1104
Venture Visionary Partners
Ohio
$12.6M +$309K +550 +3%
PHAM
1105
Palisades Hudson Asset Management
Florida
$12.4M -$301K -535 -2%
KWA
1106
Kingswood Wealth Advisors
California
$12.4M -$1.37M -2,438 -10%
AHC
1107
Anderson Hoagland & Co
Missouri
$12.4M +$2.99K +6 +0%
FPW
1108
Fairvoy Private Wealth
Alabama
$12.4M -$3.31M -5,886 -21%
PFA
1109
Pinnacle Family Advisors
Missouri
$12.4M -$3.65M -6,489 -23%
FWP
1110
Forefront Wealth Partners
Texas
$12.4M -$1.66M -2,949 -12%
PWA
1111
Peterson Wealth Advisors
Utah
$12.3M +$6.99M +13,805 +131%
CIAS
1112
Capital Investment Advisory Services
North Carolina
$12.3M +$488K +868 +4%
Koshinski Asset Management
1113
Koshinski Asset Management
Illinois
$12.3M +$133K +236 +1%
LCG
1114
Lakeshore Capital Group
Illinois
$12.2M +$12.2M +21,760 New
PWP
1115
Precedent Wealth Partners
Texas
$12.2M +$544K +969 +5%
BWCS
1116
Beirne Wealth Consulting Services
Connecticut
$12.2M -$44.4K -79 -0.4%
RWS
1117
Retirement Wealth Solutions
Wisconsin
$12.2M +$392K +698 +3%
MAM
1118
MMA Asset Management
Pennsylvania
$12.1M +$307K +547 +3%
REMPR
1119
Roof Eidam Maycock Peralta (REMP)
California
$12.1M -$41K -73 -0.3%
BONH
1120
Bank of New Hampshire
New Hampshire
$12.1M +$252K +448 +2%
TPWA
1121
Twin Peaks Wealth Advisors
California
$12.1M +$257K +475 +2%
HGWM
1122
Horst & Graben Wealth Management
Oregon
$12.1M +$466K +829 +4%
RW
1123
REDW Wealth
New Mexico
$12M +$1.97M +3,505 +20%
Fiera Capital (Canada)
1124
Fiera Capital (Canada)
Quebec, Canada
$11.9M +$203K +361 +2%
OFG
1125
Omega Financial Group
California
$11.9M -$172K -306 -1%