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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 %
APA
3051
Astoria Portfolio Advisors
New York
$368K +$368K +685 New
CFS
3052
CGC Financial Services
Oregon
$368K -$24.2K -43 -6%
AMM
3053
American Money Management
California
$365K +$75.9K +135 +26%
TIM
3054
Tevis Investment Management
Texas
$364K
SFG
3055
Synergy Financial Group
California
$362K -$22.5K -40 -6%
WIM
3056
Waverton Investment Management
United Kingdom
$362K -$281K -500 -44%
AGP
3057
Aspire Growth Partners
Florida
$361K -$26.5K -47 -7%
FWM
3058
Foguth Wealth Management
Michigan
$361K +$361K +642 New
AT
3059
American Trust
Kentucky
$360K -$5.16M -9,189 -93%
CA
3060
Carson Advisory
Georgia
$360K
VCM
3061
Verde Capital Management
Michigan
$360K +$1.12K +2 +0.3%
FCT
3062
Family Capital Trust
Massachusetts
$360K -$129K -229 -26%
TWM
3063
TriaGen Wealth Management
California
$356K
LFA
3064
Lauterbach Financial Advisors
Texas
$356K
IIA
3065
IPG Investment Advisors
California
$356K +$137K +244 +63%
FWM
3066
FLP Wealth Management
Arkansas
$356K -$35.9K -64 -9%
DW30
3067
Drucker Wealth 3.0
New Jersey
$355K -$55.1K -98 -13%
HFF
3068
Halter Ferguson Financial
Indiana
$355K +$1.12K +2 +0.3%
DOA
3069
D'Orazio & Associates
Virginia
$355K +$32K +57 +10%
EWA
3070
Evolution Wealth Advisors
Florida
$353K -$123K -219 -26%
AIA
3071
Allied Investment Advisors
Montana
$352K -$20.2K -36 -5%
LF
3072
LifeSteps Financial
California
$352K
CCC
3073
Compass Capital Corp
Massachusetts
$352K +$1.12K +2 +0.3%
FPF
3074
First Pacific Financial
Washington
$351K
WA
3075
Wambolt & Associates
Colorado
$351K -$35.5K -63 -9%