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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 %
AWE
151
Avidian Wealth Enterprises
Texas
$322M +$7.46M +13,278 +2%
QWP
152
Quotient Wealth Partners
Texas
$320M -$18.7M -33,233 -6%
Two Sigma Investments
153
Two Sigma Investments
New York
$314M -$618K -1,100 -0.2%
IMCOOI
154
Investment Management Corp of Ontario (IMCO)
Canada
$313M +$313M +556,570 New
BCI
155
Brinker Capital Investments
Pennsylvania
$306M +$160M +283,896 +109%
OPS
156
Orion Portfolio Solutions
Nebraska
$306M +$160M +283,896 +109%
P
157
&Partners
Tennessee
$299M +$83.5M +149,358 +39%
KA
158
Klingman & Associates
New York
$297M +$3.37M +5,994 +1%
JSW
159
Journey Strategic Wealth
New Jersey
$295M +$19.1M +33,908 +7%
COCM
160
Charter Oak Capital Management
New Hampshire
$293M +$4.05M +7,211 +1%
BOF
161
Bank of Finland
Finland
$291M +$895K +1,592 +0.3%
RIG
162
RiverFront Investment Group
Virginia
$288M -$79.3M -141,066 -22%
GFG
163
GR Financial Group
Arizona
$287M +$5.42M +9,641 +2%
LWMT
164
Legacy Wealth Management (Tennessee)
Tennessee
$285M -$3.36M -5,979 -1%
SC
165
SummitTX Capital
Texas
$281M +$281M +500,000 New
HHGA
166
Halbert Hargrove Global Advisors
California
$280M -$3.47M -6,170 -1%
MGIA
167
Moneta Group Investment Advisors
Missouri
$279M +$11.7M +20,824 +4%
OWM
168
Orgel Wealth Management
Wisconsin
$274M +$18.1M +32,248 +7%
FWIA
169
Fort Washington Investment Advisors
Ohio
$273M +$28.8M +51,207 +12%
WFA
170
Wellspring Financial Advisors
Ohio
$271M -$2.89M -5,147 -1%
State Street
171
State Street
Massachusetts
$266M +$2.32M +4,123 +0.9%
HNB
172
Huntington National Bank
Ohio
$264M -$83.3M
AIA
173
Ally Invest Advisors
North Carolina
$264M +$1.3M +2,318 +0.5%
SLF
174
Sun Life Financial
Ontario, Canada
$261M -$35.1M -62,547 -12%
JC
175
JB Capital
Connecticut
$259M -$19.1M -33,954 -7%