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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
RWA
2701
Roberts Wealth Advisors
California
$1.24M -$34K -50 -3%
CAM
2702
Close Asset Management
United Kingdom
$1.24M -$118K -174 -9%
CAG
2703
Centerpoint Advisory Group
Kansas
$1.24M +$222K +327 +22%
LPP
2704
Life Planning Partners
Florida
$1.24M +$143K +210 +13%
SCM
2705
SB Capital Management
California
$1.24M +$1.23M +1,808 New
AWMS
2706
Advocacy Wealth Management Services
Georgia
$1.23M
JC
2707
JM2 Capital
Oklahoma
$1.23M +$1.22M +1,801 New
SC
2708
Shearwater Capital
Colorado
$1.23M +$261K +384 +27%
NF
2709
Nvest Financial
New Hampshire
$1.23M +$263K +388 +28%
PCI
2710
Planning Center Inc
Illinois
$1.22M
SFP
2711
SwitchPoint Financial Planning
Utah
$1.22M
BWM
2712
Birchcreek Wealth Management
Ohio
$1.22M -$169K -249 -12%
IPW
2713
IronBridge Private Wealth
Texas
$1.22M
SGFG
2714
Silver Grove Financial Group
New York
$1.22M +$65.9K +97 +6%
CBB
2715
Citizens Business Bank
California
$1.22M
AP
2716
Atwood & Palmer
Missouri
$1.22M
CNFG
2717
Creegan & Nassoura Financial Group
New Hampshire
$1.22M -$87.6K -129 -7%
SWP
2718
Stone Wealth Partners
Louisiana
$1.22M +$1.21M +1,775 New
JSAM
2719
J. Safra Asset Management
New York
$1.21M
SAM
2720
Sequent Asset Management
Texas
$1.21M +$6.11K +9 +0.5%
NWM
2721
Northwest Wealth Management
Iowa
$1.21M -$195K -287 -14%
SP
2722
Sequent Planning
Nebraska
$1.21M +$376K +553 +46%
GC
2723
Guidance Capital
Kentucky
$1.2M -$22.4K -33 -2%
CA
2724
CV Advisors
Florida
$1.2M +$822K +1,211 +269%
MBI
2725
May Barnhard Investments
Maryland
$1.2M -$215K -316 -15%