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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 %
TBC
1151
Ted Buchan & Co
California
$11.2M +$652K +1,161 +6%
BFA
1152
Bright Financial Advisors
Michigan
$11.1M -$5.62K -10 -0.1%
MIA
1153
Milestone Investment Advisors
Wisconsin
$11.1M +$142K +252 +1%
CASB
1154
Cape Ann Savings Bank
Massachusetts
$11.1M -$880K -1,566 -7%
AC
1155
Avestar Capital
New York
$11M -$973K -1,732 -8%
TFS
1156
Thoroughbred Financial Services
Tennessee
$11M +$469K +834 +4%
SDAM
1157
Shulman DeMeo Asset Management
New York
$11M -$45.5K -81 -0.4%
PIMG
1158
Patriot Investment Management Group
Tennessee
$11M -$237K -421 -2%
DIM
1159
Delta Investment Management
California
$10.9M -$1.59M -2,830 -13%
ODIJL
1160
One Day In July LLC
Vermont
$10.9M -$314K -558 -3%
GHA
1161
Granite Harbor Advisors
Texas
$10.9M -$586K -1,043 -5%
TCA
1162
Transcend Capital Advisors
New Jersey
$10.9M -$36K -64 -0.3%
LI
1163
Louisbourg Investments
New Brunswick, Canada
$10.9M +$674K +1,200 +7%
GWM
1164
Greenhouse Wealth Management
Connecticut
$10.9M +$119K +212 +1%
IJWM
1165
Inman Jager Wealth Management
Mississippi
$10.8M -$678K -1,206 -6%
TW
1166
TritonPoint Wealth
Maryland
$10.8M -$745K -1,325 -6%
HAC
1167
Harbor Advisory Corp
New Hampshire
$10.8M +$222K +395 +2%
BHWM
1168
Beaird Harris Wealth Management
Texas
$10.7M -$256K -456 -2%
NG
1169
Novem Group
New York
$10.6M +$325K +578 +3%
HIA
1170
Harbor Investment Advisory
Maryland
$10.6M -$609K -1,083 -5%
WMA
1171
Wealth Management Associates
New Jersey
$10.6M +$530K +944 +5%
MD
1172
Money Design
Japan
$10.5M +$28.7K +51 +0.3%
PF
1173
PlanWiser Financial
Colorado
$10.5M +$10.5M +18,601 New
WMP
1174
Wealth Management Partners
Arizona
$10.5M -$107K -191 -1%
NP
1175
NorthRock Partners
Minnesota
$10.5M +$309K +550 +3%