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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 %
BB
1576
Berkshire Bank
Massachusetts
$4.78M -$357K -636 -7%
FC
1577
Financial Council
Maryland
$4.77M -$181K -322 -4%
SIS
1578
Sound Income Strategies
Florida
$4.75M -$520K -926 -10%
SEI Investments
1579
SEI Investments
Pennsylvania
$4.74M +$589K +1,048 +14%
KFSN
1580
Keystone Financial Services (Nebraska)
Nebraska
$4.74M +$1.17M +2,090 +33%
FG
1581
Fiduciary Group
Georgia
$4.73M -$10.7K -19 -0.2%
AIA
1582
Accelerate Investment Advisors
California
$4.73M +$167K +297 +4%
FP
1583
Fiduciary Planning
Florida
$4.7M +$276K +491 +6%
BDF
1584
Black Diamond Financial
Maryland
$4.69M
AFA
1585
Antonelli Financial Advisors
Michigan
$4.68M -$3.93K -7 -0.1%
JPWM
1586
Jamison Private Wealth Management
Georgia
$4.64M -$44.4K -79 -0.9%
CCWM
1587
Cassaday & Co Wealth Management
Virginia
$4.63M -$38.8K -69 -0.8%
FSC
1588
Full Sail Capital
Oklahoma
$4.63M +$568K +1,010 +14%
SSWG
1589
Seven Springs Wealth Group
Tennessee
$4.62M -$5.06K -9 -0.1%
OCFG
1590
O'Connor Financial Group
Illinois
$4.61M -$1.57M -2,786 -25%
MWP
1591
Meridian Wealth Partners
Pennsylvania
$4.6M -$306K -545 -6%
RWA
1592
Redhawk Wealth Advisors
Minnesota
$4.59M +$3.37K +6 +0.1%
RA
1593
Ruggaard & Associates
Ohio
$4.58M +$360K +640 +9%
APC
1594
Asset Planning Corporation
Tennessee
$4.58M +$70.2K +125 +2%
SMA
1595
Sage Mountain Advisors
Georgia
$4.58M +$1.4M +2,500 +44%
SCM
1596
Shorepath Capital Management
Utah
$4.57M
NB
1597
NBT Bank
New York
$4.57M +$36K +64 +0.8%
MAG
1598
M3 Advisory Group
Massachusetts
$4.57M +$30.9K +55 +0.7%
DIA
1599
Dana Investment Advisors
Wisconsin
$4.56M +$158K +281 +4%
BFWA
1600
Benchmark Financial Wealth Advisors
Florida
$4.56M +$1.67M +2,979 +58%