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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 %
C1AG
2051
Client 1st Advisory Group
Florida
$2.11M
WAM
2052
Weatherly Asset Management
California
$2.1M +$21.3K +38 +1%
ACI
2053
Alpha Cubed Investments
California
$2.1M -$60.7K -108 -3%
WIC
2054
Woodmont Investment Counsel
Tennessee
$2.1M -$88.8K -158 -4%
CFO
2055
Collective Family Office
Pennsylvania
$2.09M -$70.2K -125 -3%
RF
2056
Rossby Financial
Florida
$2.09M +$331K +598 +19%
SIS
2057
Strategic Investment Solutions
Illinois
$2.09M -$190K -338 -8%
MCM
2058
Maple Capital Management
Vermont
$2.08M +$257K +457 +14%
VCM
2059
Versant Capital Management
Arizona
$2.08M
PWA
2060
PCG Wealth Advisors
Kansas
$2.08M +$387K +689 +23%
WCM
2061
Weik Capital Management
Pennsylvania
$2.08M +$61.8K +110 +3%
FPB
2062
First PREMIER Bank
South Dakota
$2.07M -$103K -183 -5%
SPWM
2063
Schrum Private Wealth Management
Florida
$2.07M -$70.8K -126 -3%
AR
2064
Apeiron RIA
Texas
$2.07M -$18.5M -32,926 -90%
WI
2065
Wedgewood Investors
Pennsylvania
$2.05M
LCM
2066
Lazari Capital Management
California
$2.04M -$36K -64 -2%
SWM
2067
SeaCrest Wealth Management
New York
$2.04M +$57.9K +103 +3%
ACM
2068
Aspen Capital Management
Idaho
$2.04M +$2.04M +3,625 New
HL
2069
HeadInvest LLC
Maine
$2.03M -$87.1K -155 -4%
IB
2070
Intrust Bank
Kansas
$2.03M -$106K -188 -5%
XPN
2071
XY Planning Network
Montana
$2.03M +$2.03M +3,604 New
TPW
2072
Talon Private Wealth
Florida
$2.02M -$318K -566 -14%
AO
2073
Advisor OS
Illinois
$2.02M +$45K +80 +2%
KWM
2074
KFG Wealth Management
Indiana
$2.02M -$143K -254 -7%
LWCFA
2075
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.01M +$536K +997 +36%