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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 %
BBPWM
1501
Blue Bell Private Wealth Management
Pennsylvania
$5.52M +$847K +1,508 +18%
WAG
1502
Windsor Advisory Group
Ohio
$5.51M +$5.48M +9,751 +19,502%
FCA
1503
FLC Capital Advisors
California
$5.5M -$120K -214 -2%
SFPG
1504
Stonebridge Financial Planning Group
Florida
$5.49M -$264K -469 -5%
SWP
1505
Semus Wealth Partners
Florida
$5.48M -$32K -57 -0.6%
DWM
1506
Dogwood Wealth Management
Kansas
$5.48M -$1.52M -2,700 -22%
LWMNY
1507
Landmark Wealth Management (New York)
New York
$5.48M -$9.55K -17 -0.2%
VPP
1508
Vertex Planning Partners
Illinois
$5.48M +$55.6K +99 +1%
KPWM
1509
KDK Private Wealth Management
Texas
$5.46M -$46.1K -82 -0.8%
OAS
1510
Optivise Advisory Services
Tennessee
$5.46M +$119K +211 +2%
Fisher Asset Management
1511
Fisher Asset Management
Washington
$5.45M +$2.54M +4,527 +87%
GIS
1512
Grayhawk Investment Strategies
Alberta, Canada
$5.45M
OFP
1513
OFC Financial Planning
New Jersey
$5.45M -$562 -1 -0%
PPC
1514
Park Place Capital
Alabama
$5.45M -$6.32M -11,247 -54%
EMCIP
1515
Ewing Morris & Co Investment Partners
Ontario, Canada
$5.45M +$1.27M +1,570 +30%
SC
1516
Steph & Co
Wisconsin
$5.43M -$3.93K -7 -0.1%
BWM
1517
Bulltick Wealth Management
Florida
$5.42M +$1.49M +2,652 +38%
LSIA
1518
LaSalle St. Investment Advisors
Illinois
$5.42M +$1.36M +2,418 +33%
DWM
1519
DKM Wealth Management
California
$5.41M +$273K +485 +5%
GCA
1520
Gallagher Capital Advisors
Texas
$5.39M +$110K +195 +2%
TFCP
1521
Twin Focus Capital Partners
Massachusetts
$5.39M -$2.81K -5 -0.1%
CIA
1522
Compass Ion Advisors
Pennsylvania
$5.37M -$351K -624 -6%
JAG
1523
Journey Advisory Group
Kentucky
$5.35M +$691K +1,230 +15%
BL
1524
BFSG LLC
California
$5.35M -$392K -698 -7%
MFA
1525
Morling Financial Advisors
California
$5.33M -$45K -80 -0.8%