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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 %
APC
1876
Aspire Private Capital
North Carolina
$2.78M -$327K -582 -11%
NA
1877
Novus Advisors
South Carolina
$2.77M -$397K -707 -13%
CSC
1878
Caldwell Sutter Capital
California
$2.77M -$34.8K -62 -1%
WF
1879
Warner Financial
Maryland
$2.77M -$420K -747 -13%
RF
1880
Roxbury Financial
New Jersey
$2.77M +$137K +229 +5%
AFA
1881
American Financial Advisors
Georgia
$2.77M +$27.5K +49 +1%
PWM
1882
Paulson Wealth Management
Illinois
$2.77M -$7.87K -14 -0.3%
TWM
1883
Tolleson Wealth Management
Texas
$2.77M +$150K +267 +6%
CL
1884
COWA LLC
Oklahoma
$2.76M -$97.2K -173 -3%
PPA
1885
Painted Porch Advisors
California
$2.76M +$648K +1,153 +31%
KWM
1886
Kaydan Wealth Management
Michigan
$2.75M +$264K +470 +11%
CL
1887
CVFG LLC
Indiana
$2.75M -$276K -492 -9%
TDWM
1888
Topel & Distasi Wealth Management
California
$2.75M -$230K -409 -8%
KCPG
1889
Kavar Capital Partners Group
Kansas
$2.75M
CCA
1890
Clarity Capital Advisors
Florida
$2.74M +$7.31K +13 +0.3%
First Trust Advisors
1891
First Trust Advisors
Illinois
$2.74M -$9.61M -17,101 -78%
MWM
1892
Melfa Wealth Management
Massachusetts
$2.74M -$30.3K -54 -1%
EWA
1893
Encompass Wealth Advisors
Oregon
$2.73M +$41.6K +74 +2%
GJIA
1894
Glass Jacobson Investment Advisors
Maryland
$2.73M
FA
1895
Fedenia Advisers
Wisconsin
$2.73M -$509K -905 -16%
FCM
1896
Fortis Capital Management
Washington
$2.73M +$6.18K +11 +0.2%
CFA
1897
Cahill Financial Advisors
Minnesota
$2.73M -$129K -230 -5%
SWM
1898
Segment Wealth Management
Texas
$2.72M -$239K -426 -8%
MWA
1899
Monograph Wealth Advisors
California
$2.72M
APW
1900
Austin Private Wealth
Texas
$2.72M -$51.1K -91 -2%