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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 %
ZIG
1451
Zurich Insurance Group
Switzerland
$6.08M
PP
1452
PFS Partners
New Jersey
$6.08M +$382K +679 +7%
GKIM
1453
GW&K Investment Management
Massachusetts
$6.07M +$3.26M +5,806 +116%
IFA
1454
Index Fund Advisors
California
$6.06M -$33.7K -60 -0.6%
QP
1455
Quartz Partners
New York
$6.05M +$528K +939 +10%
NAG
1456
Northstar Advisory Group
New Jersey
$6.05M -$10.2M -18,087 -63%
SWM
1457
Selective Wealth Management
Virginia
$6.05M -$61.2K -114 -1%
VCM
1458
Vivaldi Capital Management
Illinois
$6.02M -$36K -64 -0.6%
EA
1459
Everpar Advisors
Oklahoma
$6.01M +$1.33M +2,374 +29%
RPGK
1460
Retirement Planning Group (Kansas)
Kansas
$5.99M -$635K -1,130 -10%
PMFA
1461
Plante Moran Financial Advisors
Michigan
$5.99M -$1.21M -2,152 -17%
FC
1462
Fulcrum Capital
Washington
$5.99M -$2.08M -3,709 -26%
HWP
1463
Heritage Wealth Partners
Ohio
$5.94M -$2.87M -5,113 -33%
SIC
1464
Shoker Investment Counsel
Ohio
$5.93M +$506K +901 +9%
SIC
1465
Salem Investment Counselors
North Carolina
$5.92M +$73K +130 +1%
BPWM
1466
Badgley Phelps Wealth Managers
Washington
$5.91M -$12.4K -22 -0.2%
LWM
1467
Lakeridge Wealth Management
Ohio
$5.91M +$102K +181 +2%
VCM
1468
Virtue Capital Management
Tennessee
$5.91M +$3.71M +6,606 +169%
HFRG
1469
Houlihan Financial Resource Group
Virginia
$5.9M +$1.12K +2 +0%
BWA
1470
Bestgate Wealth Advisors
Maryland
$5.9M -$610K -1,085 -9%
TA
1471
TFB Advisors
Kansas
$5.89M -$4.09M -7,286 -41%
FFM
1472
Forum Financial Management
Illinois
$5.89M +$1.1M +1,962 +23%
MSAM
1473
Moloney Securities Asset Management
Missouri
$5.88M +$115K +205 +2%
ISWM
1474
Independent Solutions Wealth Management
New York
$5.86M -$140K -251 -2%
RW
1475
Rede Wealth
Virginia
$5.85M +$8.43K +15 +0.1%