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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 %
MSFS
1176
Main Street Financial Solutions
Pennsylvania
$10.4M -$33.2K -59 -0.3%
SHFA
1177
SC&H Financial Advisors
Maryland
$10.4M -$105K -187 -1%
EWM
1178
Empirical Wealth Management
Washington
$10.4M +$1.91M +3,402 +22%
MAFA
1179
MJT & Associates Financial Advisory
Minnesota
$10.4M +$10.4M +18,534 New
IAIM
1180
International Assets Investment Management
Florida
$10.4M +$330K +587 +3%
ACM
1181
Armbruster Capital Management
New York
$10.4M -$811K -1,443 -7%
SS
1182
Sound Stewardship
Kansas
$10.4M -$274K -487 -3%
MOS
1183
MGO One Seven
Ohio
$10.3M -$165K -294 -2%
TCM
1184
Telos Capital Management
California
$10.3M +$266K +474 +3%
IA
1185
IFG Advisory
Georgia
$10.3M -$786K -1,398 -7%
MF
1186
Montis Financial
Massachusetts
$10.3M -$248K -441 -2%
MWM
1187
MBE Wealth Management
Wisconsin
$10.3M +$2.06M +3,662 +25%
SWP
1188
Summit Wealth Partners
Florida
$10.3M +$2.43M +4,319 +31%
BCWM
1189
Bartlett & Co Wealth Management
Ohio
$10.3M -$11.2K -20 -0.1%
GEA
1190
Glen Eagle Advisors
New Jersey
$10.3M +$349K +621 +4%
CWIG
1191
Chung Wu Investment Group
Texas
$10.3M -$243K -432 -2%
RDWM
1192
Red Door Wealth Management
Tennessee
$10.3M +$7.31K +13 +0.1%
DC
1193
Davenport & Co
Virginia
$10.2M +$1M +1,780 +11%
SL
1194
Sentry LLC
Tennessee
$10.2M +$900K +1,602 +10%
AFP
1195
Ausdal Financial Partners
Iowa
$10.2M +$1.73M +3,075 +20%
AWA
1196
Arete Wealth Advisors
Illinois
$10.2M +$161K +286 +2%
PIA
1197
Perennial Investment Advisors
California
$10.2M -$3.73M -6,639 -27%
SB
1198
Simmons Bank
Arkansas
$10.1M -$38.2K -68 -0.4%
AWM
1199
Ameliora Wealth Management
Switzerland
$10.1M +$125K +222 +1%
OCM
1200
Objective Capital Management
Ohio
$10.1M -$3.91M -6,953 -28%