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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 %
AAP
2001
Arax Advisory Partners
Colorado
$2.31M -$715K -1,273 -24%
RMC
2002
Resources Management Corp
Connecticut
$2.31M -$37.6K -67 -2%
IAA
2003
Ironsides Asset Advisors
North Carolina
$2.3M
PP
2004
Patten & Patten
Tennessee
$2.3M -$14.6K -26 -0.6%
FF
2005
Francis Financial
$2.29M -$135K -240 -6%
JC
2006
Jentner Corp
Ohio
$2.29M -$23.6K -42 -1%
NW
2007
Naviter Wealth
Arkansas
$2.28M +$196K +352 +9%
TCOT
2008
Trust Company of Tennessee
Tennessee
$2.28M -$448K -797 -16%
CA
2009
CGN Advisors
Kansas
$2.27M -$103K -184 -4%
AIP
2010
ARS Investment Partners
New York
$2.27M
PW
2011
PUREfi Wealth
Massachusetts
$2.25M +$146K +260 +7%
FC
2012
Financial Consulate
Maryland
$2.25M -$216K -384 -9%
MAG
2013
Mayfair Advisory Group
Alabama
$2.24M +$14K +25 +0.6%
OA
2014
Operose Advisors
Wisconsin
$2.24M +$89.3K +159 +4%
NAM
2015
NTV Asset Management
West Virginia
$2.24M +$188K +335 +9%
MMHP
2016
Murphy Middleton Hinkle & Parker
Georgia
$2.23M -$562 -1 -0%
RP
2017
Riverwater Partners
Wisconsin
$2.23M +$2.23M +3,960 New
FFM
2018
Fullerton Fund Management
Singapore
$2.22M -$7.84M -13,949 -78%
SWM
2019
SK Wealth Management
Rhode Island
$2.22M +$52.7K +102 +2%
SWM
2020
StoneCrest Wealth Management
Arizona
$2.22M -$125K -223 -5%
CCM
2021
Cohen Capital Management
California
$2.22M +$55.1K +98 +3%
OWA
2022
ORBA Wealth Advisors
Illinois
$2.22M +$16.9K +30 +0.8%
PWM
2023
PMG Wealth Management
Illinois
$2.22M +$10.7K +19 +0.5%
CV
2024
Counterweight Ventures
North Carolina
$2.2M +$126K +225 +6%
ACA
2025
Aspire Capital Advisors
Washington
$2.19M +$562 +1 +0%