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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
FWM
2601
FMB Wealth Management
California
$1.44M
YC
2602
Yarbrough Capital
Tennessee
$1.44M
TDWM
2603
Topel & Distasi Wealth Management
California
$1.43M -$1.01M -1,485 -41%
NLWP
2604
Next Level Wealth Planning
Idaho
$1.43M -$234K -344 -14%
MWM
2605
Marion Wealth Management
Pennsylvania
$1.43M -$54.3K -80 -4%
MWA
2606
MN Wealth Advisors
Kansas
$1.43M +$395K +582 +39%
PWP
2607
Principle Wealth Partners
Connecticut
$1.42M +$219K +323 +18%
GIA
2608
Gateway Investment Advisers
Ohio
$1.42M +$1.07M +1,575 +315%
BWP
2609
Balboa Wealth Partners
Arizona
$1.42M +$43.5K +64 +3%
FNB
2610
Farmers National Bank
Kentucky
$1.42M +$252K +371 +22%
MIC
2611
Means Investment Company
Maine
$1.41M -$50.3K -74 -3%
MFA
2612
McClarren Financial Advisors
Pennsylvania
$1.41M +$5.65M +8,317 +310%
LJAC
2613
L.J. Altfest & Co
New York
$1.41M -$10.9K -16 -0.8%
CWMS
2614
Cannon Wealth Management Services
North Carolina
$1.4M -$48.9K -72 -3%
CBA
2615
Coastal Bridge Advisors
Connecticut
$1.4M +$18.3K +27 +1%
SWM
2616
Sterling Wealth Management
Illinois
$1.39M -$215K -316 -13%
LI
2617
LifeWealth Investments
Florida
$1.39M -$1.53M -2,251 -53%
MCP
2618
Miller Capital Partners
Michigan
$1.39M +$1.38M +2,031 New
ICM
2619
Islay Capital Management
Texas
$1.39M -$486K -715 -26%
SFG
2620
Strive Financial Group
Indiana
$1.39M +$1.37M +2,023 New
IAP
2621
Indie Asset Partners
Indiana
$1.38M +$381K +561 +38%
CCC
2622
Compass Capital Corp
Massachusetts
$1.38M +$919K +1,354 +214%
CCM
2623
Crew Capital Management
Ohio
$1.38M -$38.7K -57 -3%
AWMI
2624
Aegis Wealth Management (Iowa)
Iowa
$1.38M +$1.37M +2,014 New
NA
2625
Novus Advisors
South Carolina
$1.38M -$4.07K -6 -0.3%