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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 %
FPTW
1601
Franklin, Parlapiano, Turner & Welch
Texas
$4.56M -$19.7K -35 -0.4%
CH
1602
Cromwell Holdings
Wyoming
$4.55M +$4.55M +8,100 New
TIAM2
1603
Tru Independence Asset Management 2
Oregon
$4.54M +$2.23M +3,932 +96%
SFO
1604
Stokes Family Office
Louisiana
$4.54M +$562 +1 +0%
UOTTAIMCU
1605
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.53M -$237M -421,693 -98%
BMC
1606
Bear Mountain Capital
Washington
$4.53M
AFS
1607
Access Financial Services
Minnesota
$4.5M -$72.5K -129 -2%
NAMNJ
1608
NorthStar Asset Management (New Jersey)
New Jersey
$4.5M +$4.5M +8,014 New
PWPS
1609
Pinnacle Wealth Planning Services
Ohio
$4.5M -$198K -353 -4%
SSW
1610
Stone Summit Wealth
Florida
$4.5M +$231K +411 +5%
AFA
1611
AA Financial Advisors
Ohio
$4.5M +$310K +551 +7%
SJGA
1612
Stephen J. Garry & Associates
New York
$4.5M -$24.2K -43 -0.5%
FWP
1613
FAS Wealth Partners
Kansas
$4.49M -$74.7K -133 -2%
LSA
1614
Lion Street Advisors
Texas
$4.49M +$715K +1,273 +19%
SWM
1615
Stockman Wealth Management
Montana
$4.49M -$205K -365 -4%
4WM
1616
49 Wealth Management
Texas
$4.49M +$32K +57 +0.7%
BP
1617
BNP Paribas
France
$4.48M +$2.3M +4,089 +105%
FGA
1618
Fortis Group Advisors
New Jersey
$4.46M -$109K -194 -2%
BOJHT
1619
Bank of Jackson Hole Trust
Wyoming
$4.46M +$77.6K +130 +2%
MWPCG
1620
Measured Wealth Private Client Group
New Hampshire
$4.45M -$13.5K -24 -0.3%
D
1621
Dentgroup
Louisiana
$4.44M +$143K +254 +3%
EIP
1622
Ellis Investment Partners
Pennsylvania
$4.42M -$119K -212 -3%
LFAS
1623
Level Four Advisory Services
Texas
$4.41M -$977K -1,739 -18%
TS
1624
Triglav Skladi
Slovenia
$4.39M -$66.3K -118 -1%
BAM
1625
BOS Asset Management
Illinois
$4.39M -$496K -882 -10%