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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 %
VWM
1776
Vigilare Wealth Management
Arizona
$3.33M +$788K +1,402 +31%
EMAM
1777
Encompass More Asset Management
California
$3.33M +$395K +703 +13%
ZIM
1778
Zacks Investment Management
Illinois
$3.33M -$506K -901 -13%
ME
1779
McIlrath & Eck
Washington
$3.31M -$10.1K -18 -0.3%
FBFS
1780
First Business Financial Services
Wisconsin
$3.3M
CA
1781
Capital Advantage
California
$3.3M
MWA
1782
Merkkuri Wealth Advisors
New York
$3.29M -$285K -507 -8%
CL
1783
CIM LLC
New York
$3.29M -$551K -980 -14%
LFP
1784
Leeward Financial Partners
Washington
$3.27M -$502K -893 -13%
TPWA
1785
TRUE Private Wealth Advisors
Oregon
$3.26M -$1.26M -2,234 -28%
AIM
1786
Aspen Investment Management
Michigan
$3.25M +$61.8K +110 +2%
FW
1787
FullCircle Wealth
Texas
$3.25M -$44.8K -81 -1%
FNC
1788
First National Corp
Massachusetts
$3.24M +$50K +89 +2%
TP
1789
Tranquility Partners
Tennessee
$3.23M -$23K -41 -0.7%
AWA
1790
Alta Wealth Advisors
Massachusetts
$3.22M -$24.2K -43 -0.7%
SG
1791
Strid Group
Pennsylvania
$3.22M -$398K -708 -11%
NI
1792
NYL Investors
New York
$3.21M
IBOK
1793
Independence Bank of Kentucky
Kentucky
$3.21M +$544K +969 +20%
MWM
1794
Maridea Wealth Management
New York
$3.21M -$2.08M -3,695 -39%
ADL
1795
Asset Dedication LLC
California
$3.2M -$449K -799 -12%
HCA
1796
Harbour Capital Advisors
Virginia
$3.19M +$176K +325 +6%
SDWMA
1797
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.18M -$20.8K -37 -0.6%
PCM
1798
Palisade Capital Management
New Jersey
$3.17M +$234K +416 +8%
FIM
1799
Freedom Investment Management
Connecticut
$3.16M +$1.66M +2,960 +111%
SCM
1800
Schnieders Capital Management
California
$3.15M +$52.8K +94 +2%