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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 %
OHIS
2351
Oak Harvest Investment Services
Texas
$1.26M +$19.7K +35 +2%
RP
2352
Reinhart Partners
Wisconsin
$1.26M
GA
2353
Greenspring Advisors
Maryland
$1.26M -$36.5K -65 -3%
OPWM
2354
Oregon Pacific Wealth Management
Oregon
$1.26M -$1.06M -1,879 -46%
CWA
2355
Crux Wealth Advisors
California
$1.26M -$20.8K -37 -2%
PRI
2356
Prepared Retirement Institute
Pennsylvania
$1.26M -$158K -281 -11%
MIC
2357
Means Investment Company
Maine
$1.26M -$50.6K -90 -4%
TWA
2358
Talisman Wealth Advisors
New Jersey
$1.25M +$153K +273 +14%
SIC
2359
SJS Investment Consulting
Ohio
$1.25M +$312K +555 +33%
CWMGP
2360
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.25M -$10.1K -18 -0.8%
HPBT
2361
Hickory Point Bank & Trust
Illinois
$1.24M +$667K +1,187 +116%
CFFP
2362
Center for Financial Planning
Michigan
$1.24M +$757K +1,347 +157%
CA
2363
Corrado Advisors
New Jersey
$1.23M -$84.3K -150 -6%
BFIM
2364
Beese Fulmer Investment Management
Ohio
$1.23M +$116K +206 +10%
FWM
2365
FMB Wealth Management
California
$1.23M +$43.8K +78 +4%
CSPIA
2366
Cary Street Partners Investment Advisory
Virginia
$1.23M -$116K -207 -9%
HNWA
2367
Henrickson Nauta Wealth Advisors
Michigan
$1.22M +$44.8K +85 +4%
SCM
2368
Sterling Capital Management
North Carolina
$1.22M +$29.2K +52 +2%
FFC
2369
Frederick Financial Consultants
Maryland
$1.22M +$101K +179 +9%
ST
2370
Spinnaker Trust
Maine
$1.22M +$61.2K +109 +5%
CWM
2371
CCG Wealth Management
California
$1.21M +$3.37K +6 +0.3%
MIS
2372
Morningstar Investment Services
Illinois
$1.21M -$1.98M -3,526 -62%
TIA
2373
Tiemann Investment Advisors
California
$1.21M -$23.6K -42 -2%
HBS
2374
Howard Bailey Securities
Indiana
$1.21M -$84.3K -150 -7%
WLIM
2375
White Lighthouse Investment Management
Massachusetts
$1.21M -$18K -32 -1%