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iShares Core S&P 500 ETF

3,999 hedge funds and large institutions have $587B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 466 funds opening new positions, 1,687 increasing their positions, 1,378 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

628% more first-time investments, than exits

New positions opened: 466 | Existing positions closed: 64

22% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,378

12% more capital invested

Capital invested by funds: $526B → $587B (+$61.6B)

9% more funds holding in top 10

Funds holding in top 10: 1,1721,276 (+104)

9% more funds holding

Funds holding: 3,6743,999 (+325)

0.54% less ownership

Funds ownership: 79.51%78.97% (-0.54%)

15% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $2.53B

Holders
3,999
Holders Change
+325
Holders Change %
+8.85%
% of All Funds
48.63%
Holding in Top 10
1,276
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+8.87%
% of All Funds
15.52%
New
466
Increased
1,687
Reduced
1,378
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
UFA
2476
Uptown Financial Advisors
Texas
$1.78M +$204K +300 +13%
BWL
2477
Bogart Wealth LLC
Virginia
$1.77M -$84.2K -124 -5%
CA
2478
Clune & Associates
Illinois
$1.77M -$44.8K -66 -2%
CWA
2479
Cura Wealth Advisors
Illinois
$1.77M +$7.47K +11 +0.4%
MA
2480
MBA Advisors
Pennsylvania
$1.76M +$10.9K +16 +0.6%
SWG
2481
Summit Wealth Group
Vermont
$1.76M -$14.3K -21 -0.8%
OFI
2482
Outbound Financial Inc
Colorado
$1.75M
AFG
2483
Altiora Financial Group
Ohio
$1.75M -$44.1K -65 -2%
QLSGSCF
2484
Quent Long Short Global Small Cap Fund
New York
$1.74M +$1.73M +2,547 New
RIM
2485
Redwood Investment Management
Arizona
$1.74M -$118K -174 -6%
WW
2486
Waterfront Wealth
Kansas
$1.74M -$21.7K -32 -1%
HCP
2487
Hardin Capital Partners
South Carolina
$1.74M +$413K +608 +31%
MWM
2488
Maridea Wealth Management
New York
$1.73M -$1.89M -2,790 -52%
TWA
2489
Talisman Wealth Advisors
New Jersey
$1.73M +$29.9K +44 +2%
DA
2490
Drake & Associates
Wisconsin
$1.73M +$917K +1,351 +115%
STCOSD
2491
Sageworth Trust Company of South Dakota
South Dakota
$1.73M +$52.3K +77 +3%
RWP
2492
Ridgeline Wealth Planning
Ohio
$1.72M -$293K -431 -15%
VCP
2493
Vista Capital Partners
Oregon
$1.72M +$79.5K +117 +5%
SCM
2494
Sterling Capital Management
North Carolina
$1.71M -$105K -154 -6%
PWM
2495
Prosperity Wealth Management
California
$1.71M +$69.3K +102 +4%
STB
2496
S&T Bank
Pennsylvania
$1.7M +$258K +380 +18%
IWA
2497
Inspirion Wealth Advisors
Illinois
$1.7M -$519K -765 -24%
FFG
2498
Frisch Financial Group
New York
$1.7M
RFG
2499
Range Financial Group
Oregon
$1.7M
AAIM
2500
Asset Advisors Investment Management
Georgia
$1.7M +$1.34M +1,966 +385%