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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
KFAS
2951
Keating Financial Advisory Services
Kansas
$867K +$859K +1,265 New
RWM
2952
Revisor Wealth Management
Ohio
$866K +$325K +478 +62%
MSR
2953
Main Street Research
Connecticut
$863K -$129K -190 -13%
VFG
2954
Victory Financial Group
Texas
$862K +$93K +137 +12%
NEWAS
2955
N.E.W. Advisory Services
Wisconsin
$860K +$8.15K +12 +1%
CF
2956
Convergence Financial
Missouri
$860K -$2.72K -4 -0.3%
SWM
2957
Shakespeare Wealth Management
Wisconsin
$858K +$4.07K +6 +0.5%
FFA
2958
Florida Financial Advisors
Florida
$857K -$5.43K -8 -0.6%
NL
2959
Navalign LLC
California
$857K -$37.3K -55 -4%
HCM
2960
Hudson Capital Management
New Jersey
$856K -$78.1K -115 -8%
WMA
2961
West Michigan Advisors
Michigan
$855K +$122K +180 +17%
TFGT
2962
TS Financial Group (TSFG)
Illinois
$854K -$45.5K -67 -5%
AIA
2963
AssuredPartners Investment Advisors
Florida
$853K +$291K +428 +52%
GAA
2964
Global Assets Advisory
Florida
$853K -$158K -232 -16%
SFWC
2965
Strategic Family Wealth Counselors
New Jersey
$851K
WCAMG
2966
Woodard & Company Asset Management Group
North Carolina
$850K -$19.7K -29 -2%
BW
2967
BostonPremier Wealth
Massachusetts
$850K -$173K -255 -17%
HWM
2968
Horizons Wealth Management
North Carolina
$847K -$14.3K -21 -2%
RIP
2969
RAM Investment Partners
Washington
$845K
MP
2970
Moment Partners
California
$843K -$381K -561 -31%
HWM
2971
HRC Wealth Management
Idaho
$842K +$2.72K +4 +0.3%
JTWM
2972
Jackson Thornton Wealth Management
Alabama
$840K
PT
2973
Plimoth Trust
Massachusetts
$839K +$5.43K +8 +0.7%
AAS
2974
AdviceOne Advisory Services
Connecticut
$838K +$197K +290 +31%
AFA
2975
Avant Financial Advisors
Texas
$837K