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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 %
CNBT
1826
Canandaigua National Bank & Trust
New York
$3.04M +$6.74K +12 +0.2%
AW
1827
Alaethes Wealth
Nevada
$3.04M -$155K -275 -5%
TCM
1828
Triumph Capital Management
Colorado
$3.03M -$1.13M -2,004 -27%
WAG
1829
Wallace Advisory Group
California
$3.03M +$168K +285 +6%
CF
1830
Centaurus Financial
California
$3.03M +$179K +319 +6%
BFA
1831
Beacon Financial Advisory
Ohio
$3.01M +$592K +1,054 +24%
PCMF
1832
Private Capital Management (Florida)
Florida
$3.01M +$580K +1,033 +24%
MCM
1833
M1 Capital Management
Michigan
$3M -$117K -208 -4%
PA
1834
Procyon Advisors
Connecticut
$2.99M -$44.4K -79 -1%
XT
1835
XTX Topco
Cayman Islands
$2.99M +$2.99M +5,327 New
SPC
1836
Spirepoint Private Client
Florida
$2.99M -$147K -261 -5%
AIA
1837
Arcadia Investment Advisors
Idaho
$2.99M -$11.2K -20 -0.4%
PCM
1838
Park Capital Management
Wisconsin
$2.96M +$358K +638 +14%
GSIS
1839
Global Strategic Investment Solutions
Arizona
$2.95M +$4.5K +8 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
1840
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.95M
CFA
1841
CWS Financial Advisors
Michigan
$2.94M -$79.8K -142 -3%
MJRIC
1842
Mogy Joel R Investment Counsel
California
$2.94M
IP
1843
Investment Partners
Ohio
$2.94M -$201K -357 -6%
CWM
1844
Centric Wealth Management
Illinois
$2.93M -$3.93K -7 -0.1%
RCM
1845
Ridgepath Capital Management
Tennessee
$2.93M -$2.25K -4 -0.1%
SVWAG
1846
Sound View Wealth Advisors Group
Georgia
$2.92M -$146K -259 -5%
ATWA
1847
Arbor Trust Wealth Advisors
Michigan
$2.92M -$52.8K -94 -2%
BFO
1848
Biltmore Family Office
North Carolina
$2.91M -$50.6K -90 -2%
BPFA
1849
Barnes Pettey Financial Advisors
Mississippi
$2.89M -$2.25K -4 -0.1%
RMDI
1850
R.M. Davis Inc
Maine
$2.89M +$217K +386 +8%