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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 %
FPW
1751
Flywheel Private Wealth
California
$3.56M -$62.9K -112 -2%
FCB
1752
First County Bank
Connecticut
$3.55M -$93.3K -166 -3%
ET
1753
Equitable Trust
Tennessee
$3.54M -$1.09M -1,947 -24%
TWM
1754
Thrive Wealth Management
Pennsylvania
$3.54M -$442K -786 -11%
OC
1755
Oakworth Capital
Alabama
$3.5M
AG
1756
AmeriFlex Group
Nevada
$3.47M -$89.9K -160 -3%
CSIC
1757
Clifford Swan Investment Counsel
California
$3.47M -$96.1K -171 -3%
LWM
1758
Lyell Wealth Management
California
$3.46M -$113K -201 -3%
CCA
1759
Carrera Capital Advisors
Michigan
$3.45M -$1.28M -2,279 -27%
WFA
1760
WestHill Financial Advisors
California
$3.45M -$24.7K -44 -0.7%
GWM
1761
GDS Wealth Management
Texas
$3.45M -$15.5M -27,608 -82%
KIM
1762
Kestra Investment Management
Texas
$3.42M +$1.48M +2,637 +77%
CCP
1763
Clarkston Capital Partners
Michigan
$3.4M
IIM
1764
InTrack Investment Management
Vermont
$3.39M +$983K +1,750 +41%
LCM
1765
Liberty Capital Management
Michigan
$3.39M +$111K +197 +3%
WFMPM
1766
Woodley Farra Manion Portfolio Management
Indiana
$3.37M +$55.6K +99 +2%
GF
1767
Goodman Financial
Texas
$3.36M +$11.8K +21 +0.4%
CCM
1768
Condor Capital Management
New Jersey
$3.36M -$66.9K -119 -2%
WMN
1769
Wealth Management Nebraska
Nebraska
$3.35M -$3.45M -6,142 -51%
SIA
1770
Schechter Investment Advisors
Michigan
$3.35M +$1.71M +3,042 +104%
MAV
1771
Mason & Associates (Virginia)
Virginia
$3.35M -$65.7K -117 -2%
WPA
1772
West Paces Advisors
Georgia
$3.35M +$114K +202 +4%
NC
1773
NovaPoint Capital
Georgia
$3.35M -$3.4M -6,045 -50%
TWCA
1774
Two West Capital Advisors
Kansas
$3.35M +$242K +451 +8%
NWM
1775
Napa Wealth Management
California
$3.33M -$567K -1,010 -15%