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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 %
KOC
1351
Koss-Olinger Consulting
Florida
$7.49M -$130K -232 -2%
CWM
1352
Certus Wealth Management
California
$7.46M +$68.5K +117 +0.9%
NWMG
1353
National Wealth Management Group
Ohio
$7.44M +$694K +1,236 +10%
GB
1354
Goepper Burkhardt
South Carolina
$7.4M +$1.98M +3,520 +36%
MCA
1355
MSH Capital Advisors
Arizona
$7.4M -$59K -105 -0.8%
HFO
1356
Heritage Family Offices
Arizona
$7.39M +$216K +384 +3%
CPA
1357
Cardiff Park Advisors
California
$7.37M -$1.27M -2,258 -15%
TPI
1358
Trust Point Inc
Wisconsin
$7.35M -$3.37K -6 -0%
NFSG
1359
Newbridge Financial Services Group
Florida
$7.33M +$1.65M +2,929 +29%
MFG
1360
Mendota Financial Group
Wisconsin
$7.28M -$2.15M -3,819 -23%
SMAM
1361
Sugar Maple Asset Management
Wisconsin
$7.26M -$578K -1,028 -7%
IAS
1362
Insigneo Advisory Services
Florida
$7.24M +$688K +1,224 +10%
AUB
1363
Atlantic Union Bankshares
Virginia
$7.23M +$13.5K +24 +0.2%
SAM
1364
Smartleaf Asset Management
Massachusetts
$7.19M +$67K +120 +0.9%
FCC
1365
Flower City Capital
New York
$7.17M -$46.6K -83 -0.6%
SFC
1366
Strategic Financial Concepts
Texas
$7.13M +$1.08M +1,916 +18%
CWM
1367
C2C Wealth Management
Arizona
$7.12M +$98.9K +176 +1%
NCM
1368
Nelson Capital Management
California
$7.09M -$53.9K -96 -0.8%
MWM
1369
MinichMacGregor Wealth Management
New York
$7.08M -$1.7M -3,033 -19%
JCM
1370
Jacobi Capital Management
Pennsylvania
$7.08M -$535K -953 -7%
SFM
1371
Signet Financial Management
New Jersey
$7.08M +$2.38M +4,243 +51%
SFP
1372
Sterling Financial Planning
New Jersey
$7.07M -$24.2K -43 -0.3%
UOWF
1373
University of Wisconsin Foundation
Wisconsin
$7.05M -$20.3M -36,198 -74%
CWC
1374
Carolinas Wealth Consulting
North Carolina
$7.04M +$331K +589 +5%
ACA
1375
Atlas Capital Advisors
Wyoming
$7.03M +$6.04M +10,753 +613%