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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 %
PB
1526
Pinnacle Bancorp
Nebraska
$5.32M +$91K +162 +2%
CFG
1527
Certior Financial Group
Pennsylvania
$5.31M -$86.5K -154 -2%
T
1528
TrueFG
Texas
$5.29M -$32.6K -58 -0.6%
FNWM
1529
Financial Network Wealth Management
Utah
$5.27M -$43.8K -78 -0.8%
WBC
1530
West Branch Capital
Massachusetts
$5.27M -$47.8K -85 -0.9%
EP
1531
Essential Planning
New Hampshire
$5.27M -$351M -625,509 -99%
ESB
1532
Essex Savings Bank
Connecticut
$5.26M -$321K -572 -6%
QPWM
1533
Quadrant Private Wealth Management
Pennsylvania
$5.25M -$643K -1,145 -11%
JSL
1534
JT Stratford LLC
Georgia
$5.23M -$1.22M -2,180 -19%
PCA
1535
PMV Capital Advisers
Texas
$5.21M -$732K -1,303 -12%
JJBC
1536
James J. Burns & Company
New York
$5.2M -$70.8K -126 -1%
TWP
1537
Tyche Wealth Partners
Texas
$5.2M +$174K +310 +3%
WIM
1538
WealthPlan Investment Management
Nebraska
$5.18M +$2.09M +3,723 +68%
VF
1539
Vawter Financial
Ohio
$5.18M +$153K +273 +3%
SAW
1540
Signal Advisors Wealth
Michigan
$5.17M -$678K -1,207 -12%
BAMG
1541
Brand Asset Management Group
Missouri
$5.15M -$246K -437 -5%
QWM
1542
Quadcap Wealth Management
Texas
$5.15M -$1.52M -2,713 -23%
EFA
1543
Edge Financial Advisors
Illinois
$5.14M +$5.14M +9,141 New
PWG
1544
Portside Wealth Group
Utah
$5.12M +$348K +620 +7%
AF
1545
Affiance Financial
Minnesota
$5.11M -$169K -300 -3%
PAM
1546
Peak Asset Management
Colorado
$5.11M -$45K -80 -0.9%
QCIG
1547
Quad-Cities Investment Group
Iowa
$5.1M -$198K -352 -4%
CFG
1548
Clayton Financial Group
Missouri
$5.09M +$72.5K +129 +1%
SFG
1549
Sunburst Financial Group
Alabama
$5.09M -$98.3K -175 -2%
BFW
1550
Brady Family Wealth
Missouri
$5.09M -$167K -297 -3%