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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
AWP
2501
Accretive Wealth Partners
New Jersey
$1.69M +$301K +443 +22%
FOR
2502
Family Office Research
Maryland
$1.69M +$40.1K +59 +2%
CHWM
2503
Cauble & Harre Wealth Management
Missouri
$1.69M +$1.68M +2,472 New
TLA
2504
Tanglewood Legacy Advisors
Texas
$1.69M +$25.8K +38 +2%
TL
2505
Tradewinds LLC
North Carolina
$1.69M -$34.6K -51 -2%
HCA
2506
Harbor Capital Advisors
Illinois
$1.68M -$48.2M -70,982 -97%
PPW
2507
Pasadena Private Wealth
California
$1.67M +$299K +440 +22%
IPA
2508
Investment Planning Advisors
Georgia
$1.67M +$51.6K +76 +3%
LC
2509
Lawood & Co
Pennsylvania
$1.67M +$1.65M +2,435 New
NCM
2510
NCM Capital Management
New Jersey
$1.66M +$42.1K +62 +3%
CPSC
2511
Carl P. Sherr & Co
Massachusetts
$1.66M -$20.4K -30 -1%
LC
2512
Lavelle Capital
California
$1.65M +$1.64M +2,415 New
ICCON
2513
Investment Counsel Company of Nevada
Nevada
$1.65M
MJFG
2514
Mars Jewett Financial Group
Washington
$1.65M +$1.61M +2,367 New
BFP
2515
Birchwood Financial Partners
Minnesota
$1.64M +$1.63M +2,401 New
PHS
2516
Pekin Hardy Strauss
Illinois
$1.64M +$611K +900 +60%
CWM
2517
ClientFirst Wealth Management
Arkansas
$1.64M
HIS
2518
Harvest Investment Services
Illinois
$1.63M +$268K +395 +20%
JSSH
2519
J. Safra Sarasin Holding
$1.63M +$23.8K +35 +2%
EPIM
2520
Evelyn Partners Investment Management
$1.63M +$224K +330 +16%
FMTC
2521
Farmers & Merchants Trust Company
California
$1.62M -$19K -28 -1%
GAA
2522
Guardian Asset Advisors
Pennsylvania
$1.62M +$8.15K +12 +0.5%
MIG
2523
McGuire Investment Group
Rhode Island
$1.61M -$13.6K -20 -0.8%
CAM
2524
Cozad Asset Management
Illinois
$1.61M +$95.7K +141 +6%
EHC
2525
Everett Harris & Co
California
$1.61M -$69.9K -103 -4%