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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
MM
2651
Morangie Management
Florida
$1.34M
NFA
2652
Northwest Financial Advisors
Virginia
$1.34M +$192K +283 +17%
SO
2653
Sierra Ocean
California
$1.34M -$340K -500 -20%
FSA
2654
Fort Sheridan Advisors
Illinois
$1.33M
PGAM
2655
Princeton Global Asset Management
New Jersey
$1.33M +$4.07K +6 +0.3%
BA
2656
Ballast Advisors
Minnesota
$1.32M -$14.9K -22 -1%
BDFN
2657
Bond & Devick Financial Network
Minnesota
$1.32M +$120K +177 +10%
SM
2658
Sensible Money
Arizona
$1.32M +$2.72K +4 +0.2%
RK
2659
Rather & Kittrell
Tennessee
$1.32M +$11.5K +17 +0.9%
RFA
2660
Register Financial Advisors
Georgia
$1.32M +$23.8K +35 +2%
LRIA
2661
Leonard Rickey Investment Advisors
Washington
$1.31M -$6.11K -9 -0.5%
BI
2662
Ballast Inc
Kentucky
$1.31M
AIFS
2663
A&I Financial Services
Colorado
$1.31M -$17.7K -26 -1%
AI
2664
Axecap Investments
Ohio
$1.31M +$490K +721 +61%
RFA
2665
Rollins Financial Advisors
New York
$1.31M +$28.5K +42 +2%
AWM
2666
Affinity Wealth Management
Delaware
$1.3M
1CP
2667
17 Capital Partners
Arizona
$1.3M -$550K -810 -30%
RIM
2668
Rockbridge Investment Management
New York
$1.3M -$940K -1,385 -42%
GPWM
2669
Grant Private Wealth Management
California
$1.3M +$462K +680 +56%
AG
2670
AmeriFlex Group
Nevada
$1.3M -$1.12M -1,642 -46%
MHIC
2671
Marble Harbor Investment Counsel
Massachusetts
$1.29M -$113K -167 -8%
APP
2672
Avantax Planning Partners
Iowa
$1.29M +$101K +149 +9%
CWM
2673
CCG Wealth Management
California
$1.29M -$1.36K -2 -0.1%
PCM
2674
Princeton Capital Management
New Jersey
$1.29M +$4.07K +6 +0.3%
GCM
2675
GKV Capital Management
California
$1.29M +$267K +393 +26%