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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
RWM
2901
RMG Wealth Management
Wisconsin
$934K +$31.2K +46 +3%
JBA
2902
Johnson Bixby & Associates
Washington
$932K -$65.9K -97 -7%
IWA
2903
Invera Wealth Advisors
Oregon
$931K -$108K -159 -10%
PFG
2904
Prosperity Financial Group
California
$931K -$2.72K -4 -0.3%
FA
2905
Fermata Advisors
California
$930K -$153K -226 -14%
DFA
2906
DHJJ Financial Advisors
Illinois
$928K -$20.4K -30 -2%
PP
2907
Pearl Planning
Michigan
$927K +$919K +1,353 New
CISOA
2908
Capital Investment Services of America
Wisconsin
$925K +$59.1K +87 +7%
SKK
2909
Shepherd Kaplan Krochuk
Massachusetts
$921K
MWA
2910
Muirfield Wealth Advisors
North Carolina
$921K -$82.8K -122 -8%
ECM
2911
Elgethun Capital Management
South Dakota
$921K -$29.2K -43 -3%
PIM
2912
Penobscot Investment Management
Massachusetts
$918K +$102K +150 +13%
WA
2913
Waystone Advisors
Washington
$916K +$909K +1,338 New
BCM
2914
Boreal Capital Management
Florida
$914K
HTHT
2915
Hemenway Trust Hemenway Trust
New Hampshire
$914K +$306K +451 +51%
B
2916
Bensler
Washington
$913K +$3.4K +5 +0.4%
UWM
2917
USAdvisors Wealth Management
Minnesota
$912K -$8.15K -12 -0.9%
AWAG
2918
ARS Wealth Advisors Group
Florida
$911K +$14.9K +22 +2%
TGIA
2919
Torrey Growth & Income Advisors
California
$911K
CFA
2920
Capstone Financial Advisors
Illinois
$910K +$8.83K +13 +1%
FF
2921
Financial Futures
New Jersey
$908K -$5.43K -8 -0.6%
PFSC
2922
Peoples Financial Services Corp
Pennsylvania
$906K -$61.8K -91 -6%
CSB
2923
City State Bank
Iowa
$905K +$204K +300 +29%
LWP
2924
LMG Wealth Partners
Louisiana
$903K +$6.79K +10 +0.8%
EWM
2925
Elevation Wealth Management
Minnesota
$903K +$895K +1,318 New