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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
IWP
2976
Innova Wealth Partners
Pennsylvania
$837K
FA
2977
Fortis Advisors
Pennsylvania
$835K +$1.36K +2 +0.2%
MC
2978
Martin & Co
Tennessee
$834K
DK
2979
David Kennon
Florida
$832K +$1.36K +2 +0.2%
GWM
2980
GK Wealth Management
Nevada
$832K +$105K +155 +15%
CLP
2981
Charis Legacy Partners
Texas
$832K
OBWP
2982
O'Brien Wealth Partners
Massachusetts
$832K
HPIA
2983
Hamilton Point Investment Advisors
North Carolina
$832K +$101K +148 +14%
PRP
2984
Peak Retirement Planning
Ohio
$830K -$18.3K -27 -2%
CFSG
2985
Community Financial Services Group
Vermont
$828K -$29.9K -44 -4%
IA
2986
Intellus Advisors
Florida
$827K
MAS
2987
Meeder Advisory Services
Ohio
$827K +$181K +266 +28%
Members Trust
2988
Members Trust
Florida
$827K -$66.5K -98 -8%
FCM
2989
Fourpath Capital Management
Oklahoma
$823K +$15.6K +23 +2%
WA1
2990
Wimmer Associates 1
California
$822K -$7.47K -11 -0.9%
GWAG
2991
Garrett Wealth Advisory Group
Texas
$822K -$23.1K -34 -3%
BF
2992
Bonfire Financial
Colorado
$820K
CCG
2993
Coastwise Capital Group
California
$820K +$679 +1 +0.1%
LTI
2994
Laffer Tengler Investments
Tennessee
$818K
DBRC
2995
D.B. Root & Company
Pennsylvania
$818K +$53K +78 +7%
CPW
2996
Cove Private Wealth
New York
$816K
Jane Street
2997
Jane Street
New York
$814K -$866K -1,276 -52%
GCP
2998
Gill Capital Partners
Colorado
$813K -$56.4K -83 -7%
GRR
2999
Golden Reserve Retirement
Ohio
$811K +$804K +1,184 New
LSL
3000
Legacy Solutions LLC
Pennsylvania
$808K +$1.36K +2 +0.2%