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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
FPWM
2726
FSB Premier Wealth Management
Iowa
$1.2M -$50.9K -75 -4%
SWA
2727
Sightline Wealth Advisors
Connecticut
$1.19M -$211K -310 -15%
SGI
2728
Summit Global Investments
Utah
$1.19M +$58.4K +86 +5%
RIL
2729
Rothschild Investment LLC
Illinois
$1.19M +$6.11K +9 +0.5%
IWS
2730
Insight Wealth Strategies
California
$1.19M +$54.3K +80 +5%
KFP
2731
Keener Financial Planning
Texas
$1.19M +$31.2K +46 +3%
CRI
2732
Colonial River Investments
Virginia
$1.19M -$182K -268 -13%
PAG
2733
Poinciana Advisors Group
Florida
$1.18M
HWM
2734
Horizon Wealth Management
Illinois
$1.18M -$2.04K -3 -0.2%
HSG
2735
Helen Stephens Group
Texas
$1.18M +$5.43K +8 +0.5%
JFG
2736
Juno Financial Group
Virginia
$1.17M +$1.16M +1,715 New
MFGM
2737
Marshall Financial Group (Maryland)
Maryland
$1.17M
SCM
2738
Sage Capital Management
New Jersey
$1.17M -$67.9K -100 -6%
FPN
2739
Financial Planning Navigators
Minnesota
$1.17M +$1.16M +1,702 New
SFP
2740
Sandbox Financial Partners
Maryland
$1.17M +$9.51K +14 +0.8%
BC
2741
BDFS Capital
Delaware
$1.16M +$1.15M +1,699 New
TCCM
2742
Timber Creek Capital Management
Massachusetts
$1.16M
IWN
2743
Independent Wealth Network
Iowa
$1.16M +$94.4K +139 +9%
SRIM
2744
Saratoga Research & Investment Management
California
$1.16M +$1.15M +1,688 New
COI
2745
Connable Office Inc
Michigan
$1.16M +$82.2K +121 +8%
CF
2746
Clarity Financial
Texas
$1.15M -$213K -313 -16%
GL
2747
Gerber LLC
Ohio
$1.15M +$679 +1 +0.1%
RW
2748
Rockport Wealth
Ohio
$1.15M
SIAG
2749
Safeguard Investment Advisory Group
California
$1.15M +$195K +287 +21%
APIM
2750
Agate Pass Investment Management
Washington
$1.14M -$69.9K -103 -6%