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iShares Core S&P 500 ETF

3,519 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 139 funds opening new positions, 1,499 increasing their positions, 1,434 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less capital invested

Capital invested by funds: $454B → $445B (-$9.05B)

2% less funds holding

Funds holding: 3,5733,519 (-54)

2% less funds holding in top 10

Funds holding in top 10: 1,1671,147 (-20)

Holders
3,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,147
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.6B
Puts
$2.73B
Net Calls
Net Calls Change

Top Buyers

1 +$8.64B
2 +$4.24B
3 +$3.24B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.21B
5
BlackRock
BlackRock
New York
+$2.55B

Top Sellers

1 -$1.85B
2 -$1.33B
3 -$1.28B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$951M
5
BCM
BlueCrest Capital Management
Jersey
-$902M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$214M
SCM
202
Steele Capital Management
Iowa
$210M
GWM
203
Geneos Wealth Management
Colorado
$209M
PAG
204
Private Advisor Group
New Jersey
$209M
BP
205
Ballentine Partners
Massachusetts
$209M
TFO
206
Tarbox Family Office
California
$209M
AF
207
Apexium Financial
Texas
$206M
Sumitomo Mitsui Trust Group
208
Sumitomo Mitsui Trust Group
Japan
$205M
HP
209
Hancock Prospecting
Australia
$205M
WI
210
WealthNavi Inc
Japan
$204M
AIIMS
211
Analyst IMS Investment Management Services
Israel
$203M
PP
212
Prudential plc
United Kingdom
$203M
Wellington Management Group
213
Wellington Management Group
Massachusetts
$202M
RWM
214
Ritholtz Wealth Management
New York
$200M
MWA
215
Midland Wealth Advisors
Illinois
$199M
DLIC
216
Daido Life Insurance Company
Japan
$198M
IWC
217
Integrated Wealth Concepts
Massachusetts
$195M
MW
218
Marcum Wealth
Ohio
$194M
EIG
219
Ellenbecker Investment Group
Wisconsin
$188M
AWM
220
AE Wealth Management
Kansas
$188M
VC
221
Vicus Capital
Pennsylvania
$184M
Lazard Asset Management
222
Lazard Asset Management
New York
$183M
LPT
223
Legacy Private Trust
Wisconsin
$183M
HSBC Holdings
224
HSBC Holdings
United Kingdom
$182M
SPC
225
Sigma Planning Corp
Michigan
$181M