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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 %
Vontobel Holding
1801
Vontobel Holding
Switzerland
$3.15M -$376K -670 -11%
FGAM
1802
Financial Gravity Asset Management
Texas
$3.15M +$3.15M +5,607 New
FAM
1803
Frontier Asset Management
Wyoming
$3.15M -$1.09M -1,937 -26%
EAM
1804
Evanson Asset Management
California
$3.15M +$2.25K +4 +0.1%
FRA
1805
Frank Rimerman Advisors
California
$3.14M -$8.99K -16 -0.3%
TSS
1806
Two Sigma Securities
New York
$3.14M -$4.8M -8,551 -60%
MWM
1807
Mattern Wealth Management
Kansas
$3.14M +$16.9K +30 +0.5%
ECA
1808
Elevated Capital Advisors
Utah
$3.14M +$54.5K +97 +2%
HFS
1809
Hughes Financial Services
Virginia
$3.13M +$55.8K +99 +2%
KHC
1810
Koesten Hirschmann & Crabtree
Kansas
$3.13M
FWTB
1811
First Western Trust Bank
Colorado
$3.12M -$9.55K -17 -0.3%
NCG
1812
Newport Capital Group
New Jersey
$3.11M -$29.2K -52 -0.9%
LFA
1813
Legacy Financial Advisors
Kentucky
$3.11M +$4.5K +8 +0.1%
RWMG
1814
Redwood Wealth Management Group
New Jersey
$3.11M -$61.8K -110 -2%
WLPWM
1815
Walled Lake Planning & Wealth Management
Illinois
$3.11M +$105K +187 +4%
LSA
1816
Lansing Street Advisors
Pennsylvania
$3.1M +$271K +483 +10%
IIM
1817
Ipswich Investment Management
Massachusetts
$3.1M +$1.12K +2 +0%
CFP
1818
Comprehensive Financial Planning
Pennsylvania
$3.09M -$1.39M -2,469 -31%
LWA
1819
Lifelong Wealth Advisors
Minnesota
$3.09M -$15.7K -28 -0.5%
AWA
1820
Aaron Wealth Advisors
Illinois
$3.08M -$1.03M -1,829 -25%
NWM
1821
Navigoe Wealth Management
California
$3.08M +$3.04M +5,409 +8,195%
RT
1822
Rockland Trust
Massachusetts
$3.07M -$59.6K -106 -2%
AFA
1823
Arlington Financial Advisors
California
$3.07M +$716K +1,274 +30%
WF
1824
WinCap Financial
Massachusetts
$3.06M +$3.06M +5,441 New
EFG
1825
Everhart Financial Group
Ohio
$3.05M +$140K +250 +5%