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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
DT
2576
DV Trading
Illinois
$1.49M +$1.47M +2,171 New
TCM
2577
Traub Capital Management
Massachusetts
$1.49M -$53K -78 -3%
HBS
2578
Howard Bailey Securities
Indiana
$1.48M -$221K -326 -13%
SPWM
2579
Spartan Planning & Wealth Management
North Carolina
$1.48M -$89.6K -132 -6%
BLC
2580
Blue Line Capital
Illinois
$1.48M +$1.47M +2,159 New
PAG
2581
Powers Advisory Group
Illinois
$1.48M +$400K +589 +38%
HWP
2582
Hibernia Wealth Partners
Louisiana
$1.47M +$768K +1,131 +111%
AFG
2583
ABLE Financial Group
Arizona
$1.47M +$53.6K +79 +4%
SWA
2584
Strata Wealth Advisors
Texas
$1.47M -$4.39M -6,471 -75%
MW
2585
MBL Wealth
North Carolina
$1.47M
HPCM
2586
Hunter Perkins Capital Management
Illinois
$1.47M
LWA
2587
Lantern Wealth Advisors
New York
$1.47M +$38.7K +57 +3%
CPCM
2588
Cardinal Point Capital Management
Ontario, Canada
$1.46M +$36.7K +54 +3%
EIM
2589
Ervin Investment Management
Washington
$1.46M -$71.3K -105 -5%
LFGO
2590
Legacy Financial Group (Oklahoma)
Oklahoma
$1.46M +$1.36K +2 +0.1%
RSA
2591
River Street Advisors
Illinois
$1.46M -$679 -1 -0%
WAG
2592
Wallace Advisory Group
California
$1.46M -$312K -459 -18%
CWG
2593
Crown Wealth Group
North Carolina
$1.45M -$1.36K -2 -0.1%
BSG
2594
Black Swift Group
Colorado
$1.45M
CFFP
2595
Center for Financial Planning
Michigan
$1.45M -$34.6K -51 -2%
SAA
2596
Southeast Asset Advisors
Georgia
$1.45M -$36K -53 -2%
FAN
2597
Financial Advisors Network
California
$1.45M -$24.4K -36 -2%
KCM
2598
Kathmere Capital Management
Pennsylvania
$1.44M +$5.43K +8 +0.4%
III
2599
Independent Investors Inc
New York
$1.44M +$20.4K +30 +1%
MHB
2600
Midwest Heritage Bank
Iowa
$1.44M +$19K +28 +1%