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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 %
GIA
1926
GHP Investment Advisors
Colorado
$2.6M +$47.2K +84 +2%
GWMR
1927
GC Wealth Management RIA
Massachusetts
$2.6M +$5.62K +10 +0.2%
GCM
1928
Gallacher Capital Management
Colorado
$2.59M +$18K +32 +0.7%
MIM
1929
Montgomery Investment Management
Maryland
$2.59M +$25.9K +46 +1%
CBT
1930
Central Bank & Trust
Kentucky
$2.59M +$248K +441 +11%
UCMOK
1931
United Capital Management of KS
Kansas
$2.58M -$113K -202 -4%
FA
1932
Forefront Analytics
Pennsylvania
$2.57M -$16.9K -30 -0.7%
SEM
1933
Strategic Equity Management
Arizona
$2.57M +$157K +279 +6%
MWC
1934
MBM Wealth Consultants
Missouri
$2.57M +$2.25K +4 +0.1%
CAM
1935
Congress Asset Management
Massachusetts
$2.57M -$6.85M -12,186 -73%
FWA
1936
FSM Wealth Advisors
Ohio
$2.57M -$43.8K -78 -2%
NBWM
1937
North Berkeley Wealth Management
California
$2.56M +$335K +597 +15%
KSWA
1938
Kathleen S. Wright Associates
Pennsylvania
$2.56M -$62.4K -111 -2%
DWS
1939
Discipline Wealth Solutions
South Carolina
$2.56M -$55.6K -99 -2%
RF
1940
RHS Financial
California
$2.55M -$1.31M -2,328 -34%
CMP
1941
Courage Miller Partners
Virginia
$2.54M -$8.43K -15 -0.3%
OP
1942
ORG Partners
Indiana
$2.54M -$13.2M -23,322 -84%
SMH
1943
Sanders Morris Harris
Texas
$2.53M +$242K +430 +11%
SIMG
1944
Sonora Investment Management Group
Arizona
$2.53M -$151K -268 -6%
RSF
1945
Rik Saylor Financial
Ohio
$2.52M +$330K +588 +15%
CB
1946
Centennial Bank
Arkansas
$2.52M -$59.6K -106 -2%
AW
1947
Alteri Wealth
California
$2.51M +$5.06K +9 +0.2%
EAM
1948
Empirical Asset Management
Massachusetts
$2.51M +$23K +41 +0.9%
CFMC
1949
Curbstone Financial Management Corp
New Hampshire
$2.51M -$506K -900 -17%
WE
1950
Wealth Effects
Massachusetts
$2.5M +$15.2K +27 +0.6%