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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 %
OFG
1701
Opulen Financial Group
Virginia
$3.84M +$101K +179 +3%
RCM
1702
Raleigh Capital Management
North Carolina
$3.84M -$802K -1,428 -17%
SBLIC
1703
Security Benefit Life Insurance Company
Kansas
$3.82M +$225K +400 +6%
FWI
1704
Facet Wealth Inc
Maryland
$3.82M +$494K +873 +15%
LI
1705
LVZ Inc
Michigan
$3.82M -$1.34M -2,376 -26%
KP
1706
Keel Point
Alabama
$3.81M -$55.6K -99 -1%
SCA
1707
Sage Capital Advisors
South Dakota
$3.81M -$444K -791 -10%
HP
1708
Holistic Planning
Texas
$3.81M +$33.2K +59 +0.9%
MIM
1709
Macroview Investment Management
Maryland
$3.8M -$851K -1,515 -18%
WSA
1710
Warm Springs Advisors
California
$3.8M +$59K +105 +2%
MAMG
1711
Milestone Asset Management Group
Connecticut
$3.8M +$71.9K +128 +2%
FP
1712
Financial Perspectives
Minnesota
$3.8M +$37.4K +65 +1%
PPWP
1713
Premier Path Wealth Partners
New Jersey
$3.8M -$74.7K -133 -2%
FUBT
1714
First United Bank & Trust
Maryland
$3.79M +$97.2K +173 +3%
HWM
1715
Hemington Wealth Management
Virginia
$3.78M -$84.3K -150 -2%
TCOTS
1716
Trust Company of the South
North Carolina
$3.78M +$61.8K +110 +2%
RWPA
1717
Richard W. Paul & Associates
Michigan
$3.78M +$53.9K +96 +1%
SJIM
1718
St. Johns Investment Management
Florida
$3.77M -$78.7K -140 -2%
VPIM
1719
Vanguard Personalized Indexing Management
California
$3.77M +$683K +1,215 +22%
TPA
1720
Trivium Point Advisory
Connecticut
$3.77M -$618K -1,100 -14%
RBC
1721
Romano Brothers & Co
Illinois
$3.76M -$48.9K -87 -1%
WAM
1722
WNY Asset Management
New York
$3.75M -$112K -199 -3%
TAP
1723
Tounjian Advisory Partners
Florida
$3.74M +$3.74M +6,662 New
SCG
1724
Sonata Capital Group
Washington
$3.72M -$9.55K -17 -0.3%
MFF
1725
Michels Family Financial
Texas
$3.72M +$13.5K +24 +0.4%