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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 %
RWP
1201
Revolve Wealth Partners
New Jersey
$10.1M -$87.7K -156 -0.9%
BWMG
1202
Barnes Wealth Management Group
California
$10.1M -$517K -920 -5%
NFG
1203
Nations Financial Group
Iowa
$10.1M +$3.82M +6,792 +61%
WF
1204
Wayfinding Financial
Washington
$10M -$221K -394 -2%
LIA
1205
Luken Investment Analytics
Tennessee
$10M +$4.83M +8,602 +93%
TRIA
1206
Trail Ridge Investment Advisors
Colorado
$9.96M -$3.34M -5,940 -25%
MW
1207
Maia Wealth
Colorado
$9.96M +$438K +809 +5%
GM
1208
GeoWealth Management
Illinois
$9.94M +$44.4K +79 +0.4%
MCM
1209
MidAtlantic Capital Management
Virginia
$9.94M +$481K +856 +5%
PRTG
1210
Post Resch Tallon Group
New York
$9.92M +$501K +896 +5%
AM
1211
AGF Management
Ontario, Canada
$9.9M -$98.3K -175 -1%
Capital Fund Management (CFM)
1212
Capital Fund Management (CFM)
France
$9.89M +$787K +1,400 +9%
GG
1213
Greenwood Gearhart
Arkansas
$9.85M -$648K -1,154 -6%
CWM
1214
Connecticut Wealth Management
Connecticut
$9.85M -$112K -199 -1%
EF
1215
Empowered Funds
Pennsylvania
$9.84M +$5.18M +9,217 +111%
WG
1216
Welch Group
Alabama
$9.82M -$3.96M -7,101 -29%
VCA
1217
Verdence Capital Advisors
Maryland
$9.78M -$162K -289 -2%
GWSG
1218
GPS Wealth Strategies Group
Colorado
$9.76M +$2.26M +4,017 +30%
CCA
1219
Cypress Capital Advisors
Tennessee
$9.74M +$1.99M +3,546 +26%
CA
1220
Claro Advisors
Massachusetts
$9.72M +$1.06M +1,888 +12%
ANBT
1221
American National Bank & Trust
Texas
$9.71M -$95K -169 -1%
WJWM
1222
Williams Jones Wealth Management
New York
$9.71M +$16.3K +29 +0.2%
WF
1223
Welch & Forbes
Massachusetts
$9.7M -$716K -1,274 -7%
FCA
1224
Fortis Capital Advisors
Kansas
$9.69M +$8.01M +14,259 +476%
EWA
1225
Etesian Wealth Advisors
Oregon
$9.69M +$1.33M +2,375 +16%