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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 %
BTWM
2026
Baker Tilly Wealth Management
Wisconsin
$2.19M +$34.8K +62 +2%
OWP
2027
Obermeyer Wealth Partners
Colorado
$2.18M -$416K -740 -16%
KFI
2028
Key Financial Inc
Pennsylvania
$2.18M -$34.3K -61 -2%
CCA
2029
Clearwater Capital Advisors
Illinois
$2.18M +$56.7K +101 +3%
WHCI
2030
W.H. Cornerstone Investments
Massachusetts
$2.18M -$19.1K -34 -0.9%
DI
2031
Disciplined Investments
Oklahoma
$2.17M +$117K +208 +6%
SPIO
2032
Seven Post Investment Office
California
$2.17M
APP
2033
Avantax Planning Partners
Iowa
$2.17M -$381K -679 -15%
GSIAS
2034
Garden State Investment Advisory Services
New Jersey
$2.17M +$213K +379 +11%
CIS
2035
Continental Investors Services
Washington
$2.16M -$5.06K -9 -0.2%
IA
2036
Inspire Advisors
Idaho
$2.16M +$218K +388 +11%
AWMNY
2037
Arcadia Wealth Management (New York)
New York
$2.15M +$707K +1,259 +49%
AWM
2038
Angeles Wealth Management
California
$2.15M +$562 +1 +0%
ICP
2039
Impact Capital Partners
Colorado
$2.15M +$205K +365 +11%
EF
2040
Envision Financial
Wisconsin
$2.15M
UAG
2041
United Advisor Group
Ohio
$2.15M -$133K -236 -6%
CB
2042
Cadence Bank
Mississippi
$2.15M +$86K +153 +4%
AFO
2043
Allie Family Office
Florida
$2.15M +$340K +596 +19%
CPWA
2044
Cerro Pacific Wealth Advisors
California
$2.15M -$88.3K -150 -4%
SB
2045
Sunflower Bank
Texas
$2.13M +$41K +73 +2%
DP
2046
Denver PWM
Colorado
$2.13M +$562 +1 +0%
EL
2047
Essex LLC
Illinois
$2.12M -$5.06K -9 -0.2%
MCM
2048
Manchester Capital Management
Vermont
$2.12M -$2.48M -4,422 -54%
PFM
2049
Peak Financial Management
Massachusetts
$2.12M +$108K +192 +5%
PPC
2050
Pennington Partners & Co
Maryland
$2.11M +$839K +1,493 +66%