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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 %
EK
1251
Evensky & Katz
Florida
$9.14M -$447K -795 -5%
CAM
1252
Campion Asset Management
Virginia
$9.1M +$400K +712 +5%
PAG
1253
Private Advisory Group
Washington
$9.09M +$348K +619 +4%
DWM
1254
DecisionMap Wealth Management
Virginia
$9.08M +$83.2K +148 +0.9%
AAMC
1255
Asset Allocation & Management Company
Illinois
$9.06M
BP
1256
BWM Planning
Texas
$9.06M -$819K -1,457 -8%
RFP
1257
RCS Financial Planning
Maryland
$9.05M -$433K -771 -5%
MSA
1258
Marathon Strategic Advisors
Pennsylvania
$9.04M -$182K -324 -2%
BBWP
1259
Beacon Bridge Wealth Partners
Pennsylvania
$9.04M +$246K +437 +3%
PI
1260
Pachira Investments
California
$9M -$272K -488 -3%
RWI
1261
Red Wave Investments
Pennsylvania
$8.99M -$30.3K -54 -0.3%
PWP
1262
Prasad Wealth Partners
Ohio
$8.96M -$407K -724 -4%
MLA
1263
My Legacy Advisors
Oregon
$8.95M -$360K -641 -4%
FPCG
1264
Forum Private Client Group
Indiana
$8.91M +$258K +460 +3%
IA
1265
IFC Advisors
California
$8.91M -$225K -400 -2%
AI
1266
Arrien Investments
Idaho
$8.9M -$54.5K -97 -0.6%
SC
1267
Solstein Capital
California
$8.88M
OPA
1268
Old Port Advisors
Maine
$8.84M +$91.6K +163 +1%
CIR
1269
Clear Investment Research
Georgia
$8.83M +$279K +497 +3%
KW
1270
KWB Wealth
California
$8.83M -$10.6K -18 -0.1%
IIC
1271
Integrated Investment Consultants
Michigan
$8.8M +$478K +851 +6%
CCP
1272
Cassia Capital Partners
North Carolina
$8.8M -$1.22M -2,164 -12%
CD
1273
Chapin Davis
Maryland
$8.77M -$103K -183 -1%
Bank Julius Baer & Co
1274
Bank Julius Baer & Co
Switzerland
$8.72M -$9.47M -14,918 -52%
CC
1275
Copperleaf Capital
North Carolina
$8.68M -$1.97M -3,510 -19%