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iShares Core S&P 500 ETF

3,513 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
3,513
Holders Change
-54
Holders Change %
-1.51%
% of All Funds
47.72%
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 %
Stifel Financial
126
Stifel Financial
Missouri
$414M -$1.94M -3,451 -0.5%
CWM
127
Circle Wealth Management
New Jersey
$413M +$29.5M +52,438 +8%
CCMG
128
Clark Capital Management Group
Pennsylvania
$395M +$384M +682,947 +3,435%
PA
129
Parallel Advisors
California
$393M +$9.87M +17,568 +3%
Bank of Nova Scotia
130
Bank of Nova Scotia
Ontario, Canada
$388M -$374M -664,877 -49%
TI
131
Tidal Investments
Wisconsin
$383M -$3.2M -5,695 -0.8%
CFG
132
CKW Financial Group
Hawaii
$378M -$1.48M -2,621 -0.4%
Voloridge Investment Management
133
Voloridge Investment Management
Florida
$375M +$191M +340,000 +104%
HWA
134
Heritage Wealth Advisors
Virginia
$374M +$36.1M +64,160 +11%
NAM
135
Nissay Asset Management
Japan
$365M
Allspring Global Investments
136
Allspring Global Investments
North Carolina
$365M -$16M -28,447 -4%
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$365M +$6.54M +11,631 +2%
SIC
138
Sigma Investment Counselors
Michigan
$360M -$9.73M -17,320 -3%
FCH
139
Freestone Capital Holdings
Washington
$356M +$17.1M +30,362 +5%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$355M +$18.9M +33,638 +6%
EW
141
Evoke Wealth
California
$354M +$4.11M +7,314 +1%
KAS
142
Kestra Advisory Services
Texas
$353M -$27.5M -48,974 -7%
TI
143
Truepoint Inc
Ohio
$352M +$10.2M +18,206 +3%
CWM
144
Cahaba Wealth Management
Georgia
$352M +$3.26M +5,795 +0.9%
EH
145
Equitable Holdings
New York
$351M +$21.1M +37,476 +6%
MMI
146
Matson Money Inc
Ohio
$348M
UB
147
UMB Bank
Missouri
$344M +$29.9M +53,294 +10%
MMFA
148
Main Management Fund Advisors
California
$340M +$340M +604,400 New
GF
149
Genworth Financial
Virginia
$338M
AL
150
Aspiriant LLC
California
$328M +$27.1M +48,199 +9%