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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 %
LCC
1651
Lincoln Capital Corp
Rhode Island
$4.21M -$92.7K -165 -2%
SWM
1652
SilverOak Wealth Management
Minnesota
$4.21M +$1.03M +1,836 +33%
CFO
1653
Colony Family Offices
North Carolina
$4.19M +$401K +714 +11%
PJSIMP
1654
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.18M -$336K -598 -7%
GAM
1655
Gemmer Asset Management
California
$4.18M +$52.3K +93 +1%
NEPWA
1656
New England Private Wealth Advisors
Massachusetts
$4.17M -$20.8K -37 -0.5%
SIA
1657
Stegner Investment Associates
Kentucky
$4.17M -$133K -237 -3%
EBT
1658
Enterprise Bank & Trust
Massachusetts
$4.14M -$24.7K -44 -0.6%
GGS
1659
Galvin Gaustad & Stein
Arizona
$4.13M -$8.99K -16 -0.2%
GWM
1660
Gitterman Wealth Management
New Jersey
$4.13M +$1.12K +2 +0%
IA
1661
Insight Advisors
Pennsylvania
$4.12M +$326K +580 +9%
GI
1662
GAMMA Investing
California
$4.11M +$580K +1,032 +16%
EIA
1663
Edgemoor Investment Advisors
Maryland
$4.1M
MWM
1664
Maripau Wealth Management
Indiana
$4.1M -$1.02M -1,816 -20%
QCM
1665
QRG Capital Management
Illinois
$4.1M -$2.13M -3,790 -34%
CAM
1666
Carret Asset Management
New York
$4.09M +$257K +457 +7%
LC
1667
Lindbrook Capital
California
$4.09M -$4.86M -8,655 -54%
TCM
1668
Tufton Capital Management
Maryland
$4.08M +$215K +383 +6%
HFS
1669
Howard Financial Services
Texas
$4.07M +$10.7K +19 +0.3%
MWM
1670
Marietta Wealth Management
Georgia
$4.06M +$43.3K +77 +1%
MAM
1671
Madison Asset Management
Wisconsin
$4.05M +$64.1K +114 +2%
WFS
1672
WealthGarden F.S.
California
$4.05M -$907K -1,615 -18%
HCM
1673
Harvey Capital Management
Florida
$4.04M +$319K +567 +9%
MWM
1674
McNaughton Wealth Management
California
$4.03M -$9.41M -16,743 -70%
AT
1675
Arlington Trust
Alabama
$4.03M