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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 %
OIS
1301
Okabena Investment Services
Minnesota
$8.2M +$356K +633 +5%
GAG
1302
GM Advisory Group
New York
$8.19M +$542K +965 +7%
WAL
1303
W Advisors LLC
Tennessee
$8.14M +$858K +1,527 +12%
5W
1304
5T Wealth
California
$8.11M -$1.47M -2,621 -15%
FHA
1305
Flagship Harbor Advisors
Massachusetts
$8.09M +$1.7M +3,030 +27%
WB
1306
West Bancorporation
Iowa
$8.06M +$151K +268 +2%
LG
1307
Leuthold Group
Minnesota
$8.04M +$20.8K +37 +0.3%
JIP
1308
Jaffetilchin Investment Partners
Florida
$8.01M +$26.4K +47 +0.3%
TFA
1309
Transamerica Financial Advisors
Florida
$8M +$363K +646 +5%
CRI
1310
Commonwealth Retirement Investments
Virginia
$8M -$161K -286 -2%
ES
1311
Eagle Strategies
New York
$7.99M +$364K +648 +5%
ICP
1312
Interchange Capital Partners
Pennsylvania
$7.98M +$1.89M +3,355 +31%
4FG
1313
4Thought Financial Group
New York
$7.98M -$2.72M -4,845 -25%
NP
1314
Nilsine Partners
Colorado
$7.97M +$978K +1,741 +14%
AC
1315
AlphaCore Capital
California
$7.96M +$7.96M +14,166 New
NW
1316
NewEdge Wealth
Pennsylvania
$7.96M -$271K -483 -3%
CC
1317
Callan Capital
California
$7.91M +$2.21M +3,929 +39%
RWM
1318
Rialto Wealth Management
New York
$7.9M -$141K -251 -2%
CWP
1319
Curated Wealth Partners
California
$7.88M +$1.15M +2,040 +17%
Nomura Asset Management
1320
Nomura Asset Management
Japan
$7.88M -$26.3M -46,745 -77%
NS
1321
NBC Securities
Alabama
$7.87M +$7.86M +13,989 +99,921%
NG
1322
NatWest Group
United Kingdom
$7.86M
IW
1323
Instrumental Wealth
Florida
$7.85M +$316K +571 +4%
GWA
1324
Genesis Wealth Advisors
Massachusetts
$7.83M +$174K +309 +2%
FFP
1325
Forbes Financial Planning
Rhode Island
$7.83M -$77K -137 -1%