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iShares Core S&P 500 ETF

3,997 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 465 funds opening new positions, 1,687 increasing their positions, 1,378 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more first-time investments, than exits

New positions opened: 465 | 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: 3,6733,997 (+324)

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
3,997
Holders Change
+324
Holders Change %
+8.82%
% of All Funds
48.62%
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
465
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
NIA
2876
NBZ Investment Advisors
Tennessee
$957K
FEM
2877
Fulcrum Equity Management
Texas
$956K -$93K -137 -9%
RSEWM
2878
River's Edge Wealth Management
Pennsylvania
$956K +$948K +1,396 New
AWA
2879
Amplius Wealth Advisors
Pennsylvania
$956K +$3.4K +5 +0.4%
IC
2880
Inscription Capital
Texas
$956K +$6.79K +10 +0.7%
OWP
2881
ORG Wealth Partners
Texas
$956K -$44.8K -66 -5%
GC
2882
Gibson Capital
Pennsylvania
$953K
SIAS
2883
Summit Investment Advisory Services
Minnesota
$953K +$14.9K +22 +2%
BMA
2884
Brooks Moore & Associates
Tennessee
$952K -$91.7K -135 -9%
CANC
2885
Culbertson A N & Co
Virginia
$952K -$6.79K -10 -0.7%
KWM
2886
KFG Wealth Management
Indiana
$950K -$20.4K -30 -2%
TFG
2887
Team Financial Group
California
$948K +$97.1K +143 +12%
JDLA
2888
J. Derek Lewis & Associates
California
$948K +$940K +1,384 New
NDSI
2889
Newman Dignan & Sheerar Inc
Rhode Island
$947K
CWM
2890
Collaborative Wealth Management
Florida
$946K +$79.5K +117 +9%
PWA
2891
Prairie Wealth Advisors
Nebraska
$943K -$919K -1,354 Closed
AV
2892
Aspiring Ventures
Ohio
$942K +$76.1K +112 +9%
MIA
2893
MeadowBrook Investment Advisors
Michigan
$941K
PF
2894
Penney Financial
Texas
$941K
WKWM
2895
Walter & Keenan Wealth Management
Indiana
$940K +$2.04K +3 +0.2%
BI
2896
Bradyco Inc
Massachusetts
$940K -$226K -333 -20%
TC
2897
Tenret Company
Florida
$939K
HIP
2898
Harrell Investment Partners
Texas
$936K +$54.3K +80 +6%
TA
2899
TrueWealth Advisors
Alabama
$936K +$37.3K +55 +4%
TCM
2900
Tandem Capital Management
New Jersey
$936K +$105K +155 +13%