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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 %
TFA
2301
Toth Financial Advisory
Virginia
$1.35M -$118K -210 -8%
BWL
2302
Bogart Wealth LLC
Virginia
$1.35M -$3.37K -6 -0.2%
GAA
2303
Guardian Asset Advisors
Pennsylvania
$1.35M -$105K -187 -7%
RC
2304
Randolph Company
Ohio
$1.35M -$66.9K -119 -5%
WW
2305
Waterfront Wealth
Kansas
$1.35M -$33.2K -59 -2%
AFW
2306
Avantra Family Wealth
Pennsylvania
$1.35M -$60.7K -108 -4%
LDB
2307
Lee, Danner & Bass
Tennessee
$1.34M -$5.62K -10 -0.4%
CWM
2308
CIBC World Markets
New York
$1.34M +$11.2K +20 +0.8%
CWM
2309
ClientFirst Wealth Management
Arkansas
$1.34M
SFA
2310
Seneca Financial Advisors
New York
$1.34M
VCM
2311
Violich Capital Management
California
$1.34M +$63.5K +113 +5%
AWM
2312
Accel Wealth Management
Iowa
$1.33M -$116K -206 -8%
EGA
2313
E&G Advisors
Texas
$1.33M -$115K -205 -8%
FOR
2314
Family Office Research
Maryland
$1.33M -$169K -300 -11%
AIM
2315
Athena Investment Management
California
$1.33M
NCM
2316
NCM Capital Management
New Jersey
$1.33M -$11.8K -21 -0.9%
AFG
2317
ABLE Financial Group
Arizona
$1.33M +$119K +212 +10%
WTA
2318
Washington Trust Advisors
Massachusetts
$1.32M +$5.06K +9 +0.4%
DWP
2319
Destiny Wealth Partners
Florida
$1.32M +$562 +1 +0%
CNB
2320
Camden National Bank
Maine
$1.32M -$14.6K -26 -1%
BWP
2321
Burling Wealth Partners
Illinois
$1.32M +$274K +487 +26%
CWM
2322
Copia Wealth Management
Oregon
$1.31M -$15.7K -28 -1%
CWA
2323
Cura Wealth Advisors
Illinois
$1.31M +$347K +618 +36%
CCM
2324
Crew Capital Management
Ohio
$1.31M +$106K +188 +9%
CWM
2325
Cabot Wealth Management
Massachusetts
$1.31M -$22.5K -40 -2%