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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 %
MA
2076
MONECO Advisors
Connecticut
$2.01M -$637K -1,134 -24%
WSWA
2077
Warren Street Wealth Advisors
California
$2.01M -$562 -1 -0%
DJSG
2078
D.J. St. Germain
Massachusetts
$1.99M +$89.3K +159 +5%
JCM
2079
J2 Capital Management
Michigan
$1.99M +$3.93K +7 +0.2%
ICM
2080
Islay Capital Management
Texas
$1.99M -$441K -784 -18%
RBFC
2081
Roman Butler Fullerton & Co
Missouri
$1.99M -$200K -370 -9%
FVCM
2082
F&V Capital Management
Florida
$1.98M
IFWM
2083
Institute for Wealth Management
Colorado
$1.98M -$24.2K -43 -1%
FAI
2084
Fiduciary Advisors Inc
Missouri
$1.98M -$54.5K -97 -3%
BIG
2085
Builder Investment Group
Georgia
$1.98M
RIA
2086
Realta Investment Advisors
Delaware
$1.98M -$158K -282 -7%
BO
2087
Bank OZK
Arkansas
$1.97M -$106K -188 -5%
TA
2088
Teramo Advisors
Florida
$1.97M
HCA
2089
Horan Capital Advisors
Ohio
$1.96M +$73.1K +130 +4%
DWA
2090
Delap Wealth Advisory
Oregon
$1.96M +$234K +417 +14%
NSAM
2091
North Star Asset Management
Wisconsin
$1.96M -$110K -195 -5%
TI
2092
tru Independence
Oregon
$1.96M -$10.7K -19 -0.5%
GD
2093
Grandfield & Dodd
New York
$1.96M
OWA
2094
Octavia Wealth Advisors
Ohio
$1.96M +$77.5K +138 +4%
SPA
2095
Sentinel Pension Advisors
Massachusetts
$1.95M +$562 +1 +0%
FTC
2096
Farmers Trust Company
Ohio
$1.95M -$22.5K -40 -1%
WRPWM
2097
Werba Rubin Papier Wealth Management
California
$1.95M -$5.62K -10 -0.3%
ITIM
2098
Indiana Trust & Investment Management
Indiana
$1.94M +$125K +223 +7%
AAS
2099
Asset Allocation Strategies
Michigan
$1.94M +$443K +789 +30%
HAS
2100
HBW Advisory Services
California
$1.94M -$480K -854 -20%