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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
PWM
2676
Peck Wealth Management
New York
$1.29M -$19.7K -29 -2%
WWM
2677
Woodside Wealth Management
Massachusetts
$1.28M +$47.5K +70 +4%
PS
2678
Planned Solutions
California
$1.28M -$139K -204 -10%
ACA
2679
Anchor Capital Advisors
Massachusetts
$1.28M +$605K +891 +91%
SVCP
2680
Silicon Valley Capital Partners
California
$1.28M +$4.07K +6 +0.3%
GFM
2681
GEN Financial Management
Minnesota
$1.28M -$67.2K -99 -5%
CS
2682
Cannell & Spears
New York
$1.28M +$12.2K +18 +1%
BWG
2683
Balanced Wealth Group
Ohio
$1.28M -$15.6K -23 -1%
CWM
2684
Chicago Wealth Management
Illinois
$1.28M -$1.36K -2 -0.1%
SBF
2685
Sara-Bay Financial
Florida
$1.28M +$134K +198 +12%
FNWA
2686
Financial Network Wealth Advisors
Utah
$1.28M +$30.6K +45 +2%
FIT
2687
Financially in Tune
Massachusetts
$1.28M +$1.27M +1,863 New
GG
2688
Gleason Group
Kentucky
$1.27M +$580K +854 +85%
CAAS
2689
Capital Asset Advisory Services
Michigan
$1.27M -$300K -442 -19%
AAS
2690
Asset Allocation Strategies
Michigan
$1.27M +$198K +292 +19%
FLII
2691
First Long Island Investors
New York
$1.27M +$1.26M +1,850 New
AIA
2692
Aventus Investment Advisors
Florida
$1.27M
DWA
2693
Douglass Winthrop Advisors
New York
$1.26M +$91.7K +135 +8%
SMG
2694
Smart Money Group
Texas
$1.26M -$19.7K -29 -2%
T
2695
TrustBank
Illinois
$1.25M +$1.24M +1,831 New
MAM
2696
McLean Asset Management
Virginia
$1.25M
RPGNY
2697
Retirement Planning Group (New York)
New York
$1.25M -$3.4K -5 -0.3%
CHAM
2698
Clear Harbor Asset Management
Connecticut
$1.25M -$314K -462 -20%
CWA
2699
Crux Wealth Advisors
California
$1.24M -$29.2K -43 -2%
BF
2700
Brooklyn FI
New York
$1.24M +$47.5K +70 +4%